✨ The Ultimate Guide to Building a Fully Automated Brief Generator
🚀 From Idea to Execution: A Step-by-Step Walkthrough
In today's fast-paced digital landscape, businesses and content creators need well-structured briefs at lightning speed. The solution? A fully automated AI-powered Brief Generator that transforms raw input into polished, professional documents on demand.
This guide will show you how to build an intelligent, end-to-end brief automation system—whether you prefer a no-code solution (Tally.so + Zapier) or a custom-coded approach (Next.js + Node.js + OpenAI API).
Let’s dive right in!
🔨 Step 1: Build a Smart Input System (Dynamic Form)
Before the AI can work its magic, we need an intuitive form where users submit their brief details. This form should be adaptive, meaning it changes based on user input.
No-Code Approach (Tally.so + Zapier)
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Create a Form in Tally.so
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Go to Tally.so and click Create Form.
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Add the following fields:
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Project Type (Dropdown: Content, Marketing, Product, Business)
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Description (Long text input)
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Target Audience (Short text input)
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Tone of Voice (Dropdown: Professional, Casual, Persuasive)
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Deadline (Date picker)
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Enable Conditional Logic (e.g., if "Marketing" is selected, show additional fields for ad platforms).
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Test Your Form: Enter sample data and submit it.
Code-Based Approach (React + Headless UI)
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Set Up a Next.js App
npx create-next-app brief-generator cd brief-generator npm install @headlessui/react axios
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Create a Dynamic Form (components/BriefForm.js)
import { useState } from "react"; export default function BriefForm({ onSubmit }) { const [type, setType] = useState("Content Writing"); const [details, setDetails] = useState(""); return ( <form onSubmit={(e) => { e.preventDefault(); onSubmit({ type, details }); }}> <label>Project Type</label> <select value={type} onChange={(e) => setType(e.target.value)}> <option>Content Writing</option> <option>Marketing</option> <option>Product Development</option> <option>Business Proposal</option> </select> <label>Details</label> <textarea value={details} onChange={(e) => setDetails(e.target.value)} /> <button type="submit">Generate Brief</button> </form> ); }
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Run Your App:
npm run dev
✅ Your dynamic form is live!
🔋 Step 2: Automate Brief Writing with AI
Once users submit their input, AI should generate a structured brief automatically.
No-Code (Zapier + OpenAI API)
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Set Up a Zap
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Trigger: New form submission in Tally.so.
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Action: Send data to OpenAI API with the following prompt:
Write a structured brief based on the following input: Project Type: {{Project Type}} Description: {{Description}} Target Audience: {{Target Audience}} Tone: {{Tone}}
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Test the Zap: Zapier should generate an AI-written brief.
Code-Based (Node.js Backend with OpenAI API)
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Install Dependencies:
npm install express axios cors dotenv
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Set Up Express Server (server.js)
require("dotenv").config(); const express = require("express"); const axios = require("axios"); const app = express(); app.use(express.json()); app.post("/generate", async (req, res) => { const { type, details } = req.body; const prompt = `Write a structured brief for a ${type} project. Details: ${details}`; const response = await axios.post("https://api.openai.com/v1/chat/completions", { model: "gpt-4-turbo", messages: [{ role: "user", content: prompt }], }, { headers: { Authorization: `Bearer ${process.env.OPENAI_API_KEY}` } }); res.json({ brief: response.data.choices[0].message.content }); }); app.listen(5000, () => console.log("Server running on port 5000"));
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Test API:
curl -X POST http://localhost:5000/generate -H "Content-Type: application/json" -d '{"type": "Marketing", "details": "Launch a new product"}'
✅ Your AI Brief Generator is live!
📚 Step 3: Format Brief as a Google Doc or PDF
No-Code (Zapier + Google Docs API)
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Add Google Docs Action in Zapier
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Use AI output as the document body
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Auto-share it via email
Code-Based (Generate PDF with Node.js)
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Install PDFKit:
npm install pdfkit
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Modify server.js to create a PDF:
const PDFDocument = require("pdfkit"); const fs = require("fs"); app.post("/generate-pdf", async (req, res) => { const { type, details } = req.body; const brief = `Project Type: ${type}\nDetails: ${details}`; const doc = new PDFDocument(); doc.pipe(fs.createWriteStream("brief.pdf")); doc.text(brief); doc.end(); res.download("brief.pdf"); });
✅ Users can now download their AI-generated brief as a PDF!
📧 Step 4: Auto-Send Brief via Email
No-Code (Zapier + Gmail API)
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Trigger: When brief is created
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Action: Send via email with a PDF attachment
Code-Based (SendGrid API for Emails)
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Install SendGrid:
npm install @sendgrid/mail
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Modify server.js to send an email:
const sgMail = require("@sendgrid/mail"); sgMail.setApiKey(process.env.SENDGRID_API_KEY);
✅ Briefs are now instantly delivered via email!
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