Email Briefings let you share selected monitoring coverage with colleagues, executives, or clients in a polished, customizable email.

You can:

Looking for something else?

👉 To learn how to create an automated briefing, see:
​How to create an Automated Briefing

👉 To create a Canvas click here:
​How do I share my coverage and analysis in a Canvas briefing?

Ensure you have saved coverage available in one of the following:

Navigate to:

Briefings → New Briefing

Choose one of the following:

Then select Create Briefing.

You can build your briefing in one of two ways.

Quick Create automatically builds a briefing based on your selected coverage.

Simply choose:

Agility generates a nearly complete briefing based on your selections. You can review and customize the layout, content, and formatting before sending it.

To build your briefing from scratch:

Add coverage from:

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Select the mentions you want.

Click Add.

Save your briefing as a draft.

A briefing is made up of sections and content blocks.

You can add and arrange content such as:

Sections and content blocks can be reordered using the controls beside each item.

You can organize coverage however you like.

For example:

To create a section:

Sections can be reordered using drag and drop.

When adding images to your briefing, you can customize how they appear.

Available options include:

These settings help you create more polished and accessible briefings.

Choose how your briefing is displayed using drag-and-drop layout blocks.

You can create:

Mix and match:

to create professional-looking briefings.

👉 Using AI Analysis in Media Briefings

If Intelligent Insights is enabled for your account, you can include AI-generated analysis in your briefing.

Within Briefing Section Settings, enable:

Show Insights

You can also choose whether to include the Intelligent Insights, allowing recipients to open the online version of the briefing and interact with the analysis themselves.

If you'd like recipients to explore the AI analysis themselves, enable Include Intelligent Insights Link under Delivery Options.

This adds a link to the online version of the briefing, where recipients can interact with Intelligent Insights and generate their own analysis.

Instead of manually moving mentions into each section, you can apply filters that automatically organize your coverage.

For example, you could create sections for Positive, Neutral, and Negative coverage by applying a Sentiment filter to each section.

To configure automatic organization:

This makes it easy to automatically organize your saved coverage into sections without manually moving individual mentions.

Go to the section settings area on the right-side panel (wrench icon), and scroll down to the mention styles settings to choose what information you would like shown against each mention. Here, you can also customize the look of your briefing, making changes to fonts, point size, color, etc.

You can elect to include a snippet of the article to accompany the clickable headline, and accompany that with a selection of Metadata.

Your briefings can also highlight the keywords that generate your media coverage mentions. So, when you and your colleagues receive your daily email briefings, you will instantly be guided to the mention of your company, representative, product etc.

Optionally, you can select the "Notes" box to display any notes you have added to individual mentions ahead of time, and further customize how these are displayed.

If you expect to create similar briefings in the future, save your design as a template.

Templates preserve:

Saved Coverage sections remain, but individual mentions are not saved.

Automatic sections retain their Topic configuration, which can be updated in future briefings.
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Before sending your briefing:

You can preview:

To share a draft before publishing, select Publish Draft and send the generated Reserved URL.

Note: Reserved URLs aren't available for recurring briefings.

Configure:

Then select Send.

You can send the briefing immediately or schedule it for a future date and time.

If you'd like to deliver your briefing as an RSS feed, see Set Up an RSS Feed for Briefings.

After your briefing has been delivered, you can review its distribution report.

Reports show recipient engagement, including:

Distribution reports work the same way as email distribution reporting.

For more information: email distribution reporting

A manual briefing is created from saved coverage that you select.

An automated briefing delivers new coverage on a schedule using a monitoring Topic.

Yes.

Save your briefing as a template to reuse its layout, sections, styling, and display settings.

Yes.

Sections can automatically organize mentions using the available content filters in Agility. For example, the article above demonstrates organizing sections by Sentiment.

Yes.

Save the briefing as a draft, then use Preview to review it in your browser or by email.

Yes.

If you include the Intelligent Insights Link, recipients can open the online version and interact with the AI-generated analysis.

The Save as Template option is only available after you've saved your briefing as a Draft.

To update a template:

Existing templates cannot be edited directly. Saving as a template creates a new template that you can use for future briefings.

Yes. Monitoring Reports are visible to users within the same Agility account, so teammates with seats on your account can access them without creating a separate shared report.

Use Share Report when you want to provide access outside your Agility account or create a shareable interactive link.

Help Center: Briefings

Need help? Chat with Support from your dashboard or email agilitysupport@agilitypr.com.