Help Center

Sage Brief turns what a requester shares into a structured brief. They can speak, chat, add files, or enter details. Sage asks about missing information and keeps unanswered questions visible so a person can review the brief before submitting it.

Sage Brief is for creative producers, creative operations teams, Project Managers, in-house creative teams, marketers, and freelancers who want request details and unanswered questions in one brief before work begins.

No. Sage Brief is the intake and briefing layer. After a person reviews the brief, an admin or Project Manager can hand it off to a connected tool. Planning, production, approvals, and tracking stay there.

Choose Create your workspace. Name it and choose a Workspace code, which teammates can use to join.

Open the invitation from your workspace admin, or choose Join a workspace and enter the Workspace code your team shared. If you were invited by email, use that same email address.

Open Settings and look for Workspace code. Copy it there. If you cannot sign in, ask a workspace admin to send it again.

Open Dashboard or Requests and choose Copy request link or Copy intake link. The link opens your workspace intake page, so every request starts with the questions your team has set up.

Not always. If Require login to submit a request is off, anyone with the intake link can submit after providing a name and email address. If the setting is on, only signed-in workspace members can submit.

Choose New request, then start with Voice, Chat, Files, or Enter details manually. All four methods build the same draft, so the requester can begin with the material they already have.

Choose Voice, allow microphone access, and explain the request naturally. Sage transcribes the recording into the draft for review, so the requester can start by talking instead of translating the idea into a set of fields.

Choose Chat and tell Sage what you need. Sage asks one question at a time and adds each answer to the shared draft. You can answer, choose I don’t know yet, or skip a question for now. Nothing is submitted until you review the brief.

You can add supported documents or reference files to a request. The upload screen shows the file types and size limit currently supported. Password-protected files may need to be unlocked first.

In Files, you can add up to five source files. Each file can be up to 20 MB, with a 50 MB total. Sage can read PDFs and PowerPoint (.pptx) files. Password-protected files need to be unlocked first.

They should not guess. In Chat, they can choose I don’t know yet or Skip for now. During source review, they can leave a field unresolved. The open detail stays visible so the team can decide what needs a follow-up.

No. Choose Review brief, check the summary and missing details, and make any edits before submitting. A person always makes the final submission.

No. Sage prepares the brief. Your designer, writer, producer, or creative team makes the work.

Smart Specs are reusable production requirements for deliverables your team creates often. Save the size, format, and production notes once; future requesters can select that saved option with the deliverable.

Open Specs Library and choose New spec. Add a name, category, size, format, and any production notes you want requesters and the creative team to see. Only admins and managers with spec permission can create or edit entries.

When a requester selects a deliverable from the Specs Library, its saved requirements are included in the brief. The requester does not have to look up production details the team has already settled.

Open Specs Library and choose Scan recent requests. When the same completed custom specification appears repeatedly in submitted requests, Sage surfaces the pattern. An admin reviews and edits the suggestion, then decides whether to add it as a reusable option or dismiss it.

An admin decides. In Settings, then Workspace, an admin can turn on Let managers manage the Specs Library. When it is off, managers can view the library but cannot change it.

Administrators manage the workspace, permissions, members, and setup. Project Managers manage requests and workflows. Requesters can submit requests and view their own work. An admin can change a member’s role in Settings, then Workspace.

Admins and Project Managers can open Settings, then Workspace, and choose Invite member. The person joins as a requester. An admin can change the role after the invitation is accepted.

Admins can update the workspace name and logo, manage members and roles, edit request setup, manage the Specs Library, require sign-in for intake, route new briefs to the shared Inbox, and configure workspace connections.

After a person reviews it, an admin or Project Manager can hand the brief off to Google Drive, Asana, ClickUp, monday.com, Trello, or Jira. Google Drive creates an editable Google Doc.

A workspace admin opens Settings, then Connections. Connect the tool, choose the project, list, board, or other destination, and save it. Connecting a tool does not turn on automatic sending by itself.

An admin can choose a configured project destination under Automatic next step. The brief is sent only when an admin or Project Manager hands it off. If no automatic destination is selected, the team chooses the destination at handoff.

Open questions stay visible on the brief. An admin or Project Manager reviews them and decides whether the brief is ready before handing it off.

Open a reviewed brief and choose Review and hand off. Select a connected project destination or Google Drive. You can also copy the formatted brief or download Markdown.

Both paid plans include a 7-day trial and require a payment method. Unless you cancel before the trial ends, the plan selected at checkout starts and Stripe charges the payment method on file.

Both plans include unlimited processing of text entered directly into Sage Brief, subject to reasonable use, plus 20,000 source-processing credits per workspace each calendar month. Credits are used when Sage analyzes uploaded source files and, when available, supported connected documents. Usage varies with the amount and structure of the source content. Unused credits do not roll over. There are no automatic overage charges; source processing pauses at the limit until the next reset unless additional capacity has been arranged.

Open Settings, then Plan & billing. If you manage billing for the workspace, choose Manage or cancel plan to open the Stripe billing portal. If you do not see that option, ask a workspace admin or email support.

Open Settings, then Plan & billing, and choose Manage or cancel plan. Cancel before the trial ends to avoid the first charge. A paid cancellation normally takes effect at the end of the current billing period. If you do not see the option, email support.

Email support@sagebriefapp.com with your workspace name, the email on the account, the charge date, the amount, and a short explanation. Refund requests are reviewed individually. Do not email your full card number.

No. Stripe collects payment details directly during checkout. Sage Brief receives the subscription and billing records needed to manage your plan, but not your full card number.

Sage Brief processes the content needed to transcribe voice, read files you select, organize the request, include saved specs a requester selects, and identify missing details. A person should review the brief before submitting, sharing, or relying on it. See the Privacy Policy and Subprocessors page for current details.

Source files stay private unless you choose to share an original with the creative team. Sage may keep a raw source file for a limited recovery period, as described in the Privacy Policy.

Open Settings and choose Delete my account in the Danger zone. For a privacy request, email support@sagebriefapp.com. A workspace admin controls workspace content, so Sage Brief may need to involve that admin.

Enter the email tied to your account and use your password or request a secure sign-in link. If you use a password, choose Forgot password to reset it. Check your spam folder and make sure you are using the email that received the workspace invitation.

Check the Workspace code for spelling and ask an admin to copy it from Settings. If the workspace is paused or no longer accepting requests, contact the team that shared the link.

Check the file type and size shown in the upload screen, remove password protection if needed, and try again. If it still fails, email support with the file name and the error message. Do not attach confidential project content unless support asks for it.

Open Settings, then Connections, and look for Reconnect needed. Reconnect the app, confirm the destination, then try the handoff again. If you are not an admin, ask a workspace admin to update the connection.

The workspace is not accepting new requests. Contact its admin. If you are the admin, check Plan & billing or email support.