🔹Video
What is an Automated Briefing?
Agility enables you to create briefings either by manually curating your selected mentions, or by setting up an automatic collection of all mentions.
To find out how to manually create a briefing, click here:
How do I create a briefing containing my monitoring results?
To create an automated brief firstly ensure that you have set up a topic.
🔹 Getting Started
Before creating an automated briefing, make sure you’ve already set up a Topic in Agility. This will be the source of your automated coverage.
To begin:
Go to Briefings and click New Briefing.
You’ll see a pop-up prompting you to choose a template.
Choose from one of the 3 standard templates.
Or select a Saved Template (if available).
You can also copy a past briefing.
Using the Quick Create Option
You can use ‘Quick Create’ which enables you to specify the sources, date range and section/mention organization for your briefing quickly.
🔹 Compose
Enter a name for your briefing in the top-right corner.
Add components to your briefing, such as:
Title
Date
Text
Image
(Use drag-and-drop to reorder sections. Hover over each to access the move arrows.)
Manage images by:
Adding alt-text, links, and captions
Resizing and positioning as needed
Automatically Add Coverage
To pull in dynamic content automatically:
Click Add Coverage > Automatically add coverage.
In the pop-up window:
Choose your source: Topic, Folder, Subscription, Source Group, or (for Social Listening users) Social Topic or Theme.
Use the filter icon to apply filters to the source data, if needed.
Click Add.
You’ll now see the automatic coverage component added to your briefing layout.
Customize Mention Display
Click Section Settings to configure how coverage will appear.
You can adjust:
Fonts, sizes, and colors
Whether to include article snippets
Which metadata to display (e.g., outlet, region, author)
Use drag-and-drop layout blocks to format your briefing sections. For example, display coverage charts side by side or mix text and charts for storytelling impact.
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.
Intelligent Insights
It’s now possible to have Intelligent Insights automatically generated and included in your automated briefing emails. Instructions are here.
🔹 Set up Publishing
The Set Up Publishing stage enables you to specify the schedule that your briefing will be sent on.
For an automated briefing, you should choose Recurring and specify how often and when you'd like the briefing to be sent.
To receive more than one recurring briefing per day simply click the plus symbol next to the time setting and select the times at which you’d like your subsequent briefings to be delivered.
Give your email a title, and then specify who the email should appear to come from, and who it should go to. You can create and use mailing lists for this.
Occasionally your topics may not generate any results and so a briefing or a section may be empty. You can decide whether you still want the briefing to be delivered and any/or any empty sections to be included.
Templates
Once you have saved a briefing, you will see the option to save as template at the bottom of the screen. You will then get the option to use it next time.
Saved templates retain all the settings that you apply – sections, layout, custom style, filters, metadata etc.
Saved coverage sections are saved but the mentions themselves are not kept. Automatic coverage sections do retain the topics applied to them, which can be swapped if required in the new briefing.
🔹 Review/Publish
At this stage, review your set up and click Start when you are happy.
To set up an RSS Feed as a delivery option, read this article.
🔹 Edit a Recurring Briefing
To edit your recurring briefing at any time, simply pause it, make the changes and start it again.
🔹 Reporting on Your Briefings
After a briefing is delivered, you can check who received it, who opened it, and what they clicked on.
Select your briefing from the left panel.
Click the right arrow to expand reporting.
Available dates will be listed—click any to open the report.
Reports display the same way as your email distributions, with open/click metrics for each version.
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🛠 Need Help?
Chat with us directly from your Agility dashboard or email agilitysupport@agilitypr.com.