This workspace is where brand teams raise briefs, approvers decide what happens next, and the agency delivers the work — every brief tracked through the same nine steps, from submitted to done.
Three screens between the invite email and your workspace.
Open your invite email
It contains your 8-digit access code. Select the button in the email to open the activation screen.
Step 1 of 2: Activate access
Enter the email address the invite was sent to, plus the 8-digit code from the email.
Set your password
Choose a password and select Activate account. You're signed in and land straight in your workspace — next time, sign in with that email and password.
Orientation
Find your way around
There are three portals, and you only ever see the one your account was invited to. The left sidebar tells you instantly which one you're in.
Submitter portal
Brand teammates who raise work.
You see a + New Brief button and a My Briefs list.
Approver portal
Brand decision-makers who review and sign off.
You see an Approval Queue of briefs waiting on you.
Agency portal
The agency team delivering the work.
You see an Agency Queue spanning every brand you serve.
Notifications: The bell in the top bar mirrors the same events as email — brief submitted, review needed, agency action needed, brief updates, invite accepted. Select any item to jump straight to that brief, and tune each category's Email and In-app setting under Settings → Notifications.
Using more than one email? Read this.
Access is tied to the exact email that was invited, per workspace and per role. A personal and a work email are two separate identities — each opens only the workspaces it was invited to.
If a page says "This workspace isn't available to this account", it names the email you're signed in with and the access it needs (for example, approver access to MTN). Select Switch account, then sign in with the email that has that access.
Role guide
For submitters
You raise the work. One form starts everything; after that it's tracking and responding.
Select + New Brief
Fill in the Title, Department, Urgency, and Description.
Optional: select Refine with AI
It unlocks once the title has at least 3 characters, a department is picked, and the description has at least 10 characters. PR Brain restructures your draft into a complete brief — edit any section, then select Use this version.
Select Submit brief
That's it — the brief goes to your approver. No second screen, no extra sign-off.
Track it in My Briefs
Every card shows Step X of 9 and a plain-English status, so you always know where the brief is and who it's waiting on.
In Review
Respond if asked
If the approver needs more, the brief shows Needs Input with an editable form — adjust the title, description, or urgency, add a note, and resend. You'll also get an email when this happens.
Needs Input
What you'll be notified about: Email and bell updates when your brief is reviewed, routed to the agency, updated, or needs your input.
If something's off
Needs Input is not a rejection — the approver wants changes or context. Edit the brief and resend it.
Refine with AI greyed out? Check the three minimums: a title of 3+ characters, a department picked, a description of 10+ characters.
Brief feels stuck? Open it — the Step X of 9 status says exactly which stage it's on and whose move it is.
Role guide
For approvers
You make the calls. Each queue card says what it needs from you before you even open it.
Open the Approval Queue
Cards state what's expected: Awaiting your review, Decide next route, or Ready for your sign-off.
Awaiting your reviewDecide next routeReady for your sign-off
Review, then route
Inside a brief, the right-hand panel walks you through Step 1 of 2 · Start your review, then Step 2 of 2 · Decide the next route: Send to agency, Handle internally, or Send back / Reject.
Work the AI Plans tab
Three strategy options are generated for every brief. Pick two or three and select Combine selected to merge them into one richer plan; Edit with prompt refines it, Recombine regenerates it, and Export recommended plan as PDF gives you a copy to share.
Sign off on returned work
When the agency returns the work, review it and give final approval.
Close the loop
Open the Performance tab to see the results the agency uploaded, then archive the brief.
Done
What you'll be notified about: Email and bell updates when a brief lands for your review, when the agency returns work, and when a brief you decided on changes.
If something's off
Locked tabs are normal — Execution and Performance unlock once the brief is approved for execution.
AI plans appear about 1–2 minutes after submission. An empty AI Plans tab usually just means they're still generating.
Unsure what a brief needs? The card's status line and the right-hand panel always name the next action.
Role guide
For agency teams
You deliver the work — for every brand you serve, from one queue.
Open the Agency Queue
One queue across all your brands. Cards show New work or Waiting on client, plus urgency and an AI readiness score (like AI 82).
New workWaiting on clientHigh
Accept the brief
Open it and accept to start execution.
Run the Execution tab
Create tasks with a title, owner, and due date, then track each task's status as the work moves.
Upload to the Performance tab
Add result documents and a synthesis — the brand approver sees exactly what you upload here.
Select Return for review
Sends the finished work back to the approver for sign-off.
What you'll be notified about: Email and bell updates when new work is routed to the agency and when the client responds or a brief changes.
If something's off
Waiting on client means the next move is the brand's — you'll be notified when it comes back to you.
Results belong in the Performance tab, not in email — that upload is what the approver reviews at sign-off.
The spine of the product
The journey of every brief
Every brief travels the same nine steps, and every brief card shows Step X of 9 with a plain-English status — so nobody has to ask where things stand.
1SubmittedA submitter raises the brief.
2In ReviewAn approver starts their review.
3→ AgencyThe approver picks the route — send to agency, handle internally, or send back.
4Agency WorkThe agency accepts the brief and runs execution tasks.
5FeedbackFinished work returns to the brand for comments and changes.
6Sign-offThe approver reviews the final version.
7ApprovedThe work is approved for delivery.
8PerformanceThe agency uploads results; the approver reviews the outcome.
9DoneThe brief is archived with its full history intact.
When something looks wrong
Troubleshooting
The five snags people actually hit, each with its fix.
"This workspace isn't available to this account"
You're signed in with an email that doesn't have access here. The screen names the signed-in email and the access it needs (for example, approver access to MTN). Select Switch account, then sign in with the email that has that access.
I don't have an invite
There is no self-signup. Ask your brand's workspace admin or your agency contact to invite you — the invite arrives by email with an 8-digit access code.
"That code isn't right or has expired"
Codes are single-use and expire. Ask whoever invited you to send a fresh invite, then use the code from the newest email.
I clicked an email link and had to sign in
That's expected when you're signed out. Sign in and you'll land exactly where the link pointed — no need to find the page again.
The AI plans are taking a while
Plans generate in about 1–2 minutes after a brief is submitted. Open the brief's AI Plans tab a couple of minutes later and they'll be there.