Briefs and Forms

Capture requests, start projects, and keep track of everything

Give your team a smarter way to collect the information that drives marketing work. Briefs & Forms are built for more than just intake – they’re how work gets done across the platform.

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Trusted by Marketing teams worldwide

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What can Briefs & Forms do for you?

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Capture what you need, how you need it

Create forms that match your business needs with drop-downs, dates, checkboxes, user selectors fields, and more. Use conditional logic and multi-step layouts to simplify even the most complex submissions.

Collaboration that cuts out confusion

Comment directly on submitted forms to ask questions, clarify details, or provide feedback, right where the information lives. No more confusion, follow-up emails, or second-guessing what’s missing.

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Keep your briefs and your assets together – where they belong

Attach assets from your DAM or upload directly to a form. Every file, comment, and decision is stored together, so there’s no confusion and no digging through emails.

Make briefs the engine of your marketing workflows

Briefs and forms aren’t just for intake, they’re how work begins and stays on track. A single form can trigger approval workflows, create tasks, drive status updates, and anchor campaigns in calendars and Kanban views.

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Turn messy requests into clear instructions

Configure your own, or choose from our popular templates

Master Brief

Records big picture goals, insights, timelines and budgets.

Campaign Brief

Establishes specific campaign objectives, target audiences.

Task Brief

Keeps track of individual tasks related to a larger campaign.

Data Brief

Requests specific data to inform campaign activity.

Marketing Request

Manages marketing or brand requests from team members.

Consent Form

Registers the consent of talent to be used in campaigns.

Public Upload

A form for external users such as photographers to upload assets for review

Insights Brief

Requests customer or industry insights to inform marketing campaign activity.

Risk Assessment

Identifies risks of marketing activity and lays out potential mitigants.

Part of your end-to-end content workflow

Fully integrated with the IntelligenceBank platform, so you can review content, access brand assets, track approvals, and manage compliance without switching tools.

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Ready to produce approved content faster?

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