Agility makes it easy to reuse your briefing layouts, copy previously sent briefings, or make updates without starting from scratch. Whether you want to work from a template, re-send an updated version, or repurpose a past briefing, all of these actions can be completed directly within the Briefings section.
Below is a complete guide to using Saved Templates, Copying a Past Briefing, and updating briefings that have already been sent.
🔹Video Tutorial
🔹 Creating a New Briefing Using a Saved Template
Go to Monitor > Briefings
Select New Briefing
You will see two options:
Create New Briefing
Copy a Past Briefing
Choose Create New Briefing to work from a Saved Template.
Select a Saved Template
Under Saved Template, choose the template you want.
Then choose how to begin:
Create Briefing – opens a blank briefing using the full structure of the template
Quick Create – pre-fills some initial information using the chosen template
Your new briefing now opens with:
All formatting and layout from the template
Any custom styles (font, colors, spacing)
Section settings
Filters
Metadata preferences
Automatic coverage sections (topics remain applied)
Mentions themselves are not carried over, unless they are pulled from an automatic coverage section.
You can now update the briefing by adding coverage, adjusting formatting, or inserting new components.
🔹 Creating a Saved Template
You can turn any briefing into a reusable template.
Once you have created and saved a briefing:
Scroll to the bottom of the briefing
Click Save as Template
Give the template a name
Saved Templates include:
Section layout
Custom design
Styles and formatting
Filters
Metadata settings
Automatic coverage sections (topic sources retained)
Saved Templates do not include saved coverage mentions.
Automatic sections will re-run using their source topics.
🔹 Copying a Past Briefing
If you want to update or reuse a briefing that has already been sent:
Go to New Briefing
Select Past Briefing
Choose the briefing you want to reuse
Click Create Briefing
Agility creates a draft copy of the full briefing, including:
Mentions
Structure
Formatting
Notes
Components
Edit Your Copied Briefing
While in Edit Mode, you can:
Remove selected clips
Move clips up or down in a section
Move clips to different sections
Add new sections
Add or edit text, images, charts, or metadata
Change formatting or layout
Apply new filters
Update topic sources in automatic sections
When finished:
Click Save as Draft
Click Send when ready
🔹 When to Use Each Option
Your goal | Recommended option |
Reuse a consistent structure weekly or monthly | Saved Template |
Update or resend a briefing that has already gone out | Copy a Past Briefing |
Make small revisions to a previously sent briefing | Copy a Past Briefing |
Start clean with a familiar layout | Saved Template |
📝 Support & Resources
Help Center: Briefings & Reports
Need help? Chat with Support from your dashboard or email agilitysupport@agilitypr.com