---
title: "Set up automated AI briefs"
slug: "set-up-automated-ai-briefs"
updated: 2026-06-23T10:38:22Z
published: 2026-06-23T10:38:22Z
canonical: "help.gong.io/set-up-automated-ai-briefs"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.gong.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up automated AI briefs

> **Who can use this**: Any team member
> 
> **Available on**: Gong Foundation
> 
> **Required permissions:** Manage automations

[Gong's AI Briefer](/v1/docs/catch-up-quickly-with-the-ai-briefer) can automatically generate and deliver account and opportunity insights when predefined CRM conditions are met. When a trigger occurs, a dedicated email containing the full brief is sent to the selected recipients.

Automated AI briefs help sales and revenue teams stay aligned during key business events such as ownership transitions, deal stage changes, and account updates. By automatically distributing relevant context when it is needed, teams can reduce information gaps, improve handoffs, and support better decision-making.

> [!NOTE]
> Note:
> 
> Briefs are sent immediately as soon as conditions are met (after a short processing delay).

Automated AI briefs use a [When / If / Then structure](/v1/docs/understanding-automations). During setup, you'll define the trigger, any conditions, and the brief that should be delivered.

#### Example use cases

Automated AI briefs give teams a scalable way to distribute insights automatically.

Common use cases include:

- Account handoff briefs when ownership changes in the CRM (e.g SDR -> AE, or AE -> CS)
- Pre-renewal summaries sent a defined number of days before renewal
- Close-won or close-lost analysis briefs sent to leadership for significant opportunities.

## Set up an automation rule for briefs

Follow these steps to create an automation that delivers briefs based on your workflows.

### Step 1: Add a new automation

Create the automation and give it a name that clearly identifies its purpose. This makes it easier to find and manage later, especially if you have multiple automations.

**To add a new automation:**

1. From the left sidebar, click **Assets**, and select **Automations**.
2. Click **+ Add automation**.

![List of automations with statuses, triggers, and actions for account management.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Main settings.png)
3. Add a name and description for this Automated AI brief.

![Automation setup interface showing rule title and description fields for configuration.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Automation page.png)

### Step 2: Setup when the automation is triggered

Use **When** to define what event based on CRM activity should trigger the automation.

For example, to trigger the rule when an account owner changes, choose **Account** as the entity and **Owner ID** as the field. To trigger it when an opportunity stage changes, choose **Opportunity** as the entity and **Stage** as the field.

The specific value (such as **Closed won**) is set later in the **If** conditions, not in the **When** trigger.

**To set the trigger:**

1. Click **Add trigger**.
2. Choose the CRM entity:
  1. Account
  2. Opportunity

> [!NOTE]
> Note:
> 
> To use the **Send brief** action, you must select either Account or Opportunity as the trigger. The action is not available for Lead, Contact, or AI Tracker triggers.
3. Select the event type:
  1. is created
  2. is updated with
  3. is created or updated with
  4. current date is (Opportunity only)

> [!NOTE]
> Note:
> 
> For opportunities, you can trigger automations relative to a date field. For example, send a brief 30 days after a contract is signed:
> 
> 1. Specify the number of days before, after or day of the selected date.
> 2. Choose the **Opportunity** date field.![Trigger settings for opportunity creation with date selection options displayed.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Date field.png)
4. (Updated, or created/updated with only) Add **With** fields by searching in the field selector.

![Account settings showing active owner and manager name options for updates.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/When trigger(1).png)

### (Optional) Step 3: Define conditions

Use **If** to define the conditions that must be met for the brief to be sent. Conditions can use any imported CRM field associated with the selected trigger entity. For example, if the trigger is **Account**, the available fields include imported CRM fields associated with accounts.

> [!NOTE]
> Note:
> 
> If no **If** conditions are defined, the automation rule will trigger for every Account or Opportunity that meets the selected **When** trigger.

**To define conditions**:

1. Click **+Add filter**. You can use any CRM field supported by Gong’s automation framework, with operators based on field type (stage, number, date). Use either:

You can also define **and** or **or** logic between condition groups.
  - **Single condition**
  - **Condition group**. Combine multiple conditions using **and**/**or** logic.
2. Select the field you want to evaluate.
3. Select the operator.
4. Enter or select the value.
5. Add additional conditions or condition groups if required.

**Example conditions**:

- Stage = Closed Won
- Amount > $200,000
- Opportunity Type = Renewal
- Account Tier = Enterprise

> [!NOTE]
> Note:
> 
> The conditions can include all of the fields that are being imported from your CRM into Gong for that object. If you don't see the field you need, you can [import the Salesforce field](/v1/docs/configure-data-import), [import the HubSpot field](/v1/docs/set-import-of-hubspot-fields), or [import the Dynamics field](/v1/docs/configure-data-import).

> [!TIP]
> Tip
> 
> To avoid **Empty recipient** errors:
> 
> CRM updates often happen in stages. If you want to notify a specific role (such as a Customer Success Manager) when a deal closes, trigger the rule after the role is assigned. Triggering on the deal stage alone may fail if the recipient hasn’t been set yet.
> 
> For example:
> 
> Avoid: **When** Deal stage is Won (the role may not be assigned yet).
> 
> Recommended: **When** Customer Success Manager changes and **If Deal** stage is Won.
> 
> This ensures the brief is sent only when a valid recipient exists.

### Step 4: Choose which AI brief to send

Use **Then** to define the brief that is generated and delivered when the trigger occurs and all conditions are met.

**To choose which AI brief is sent**:

1. Click **Add Action**.
2. Select **Send brief**.
3. Select the brief to send (pre-built or custom).

![Settings for sending account growth opportunities over the last 90 days.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Then action(2).png)
4. (Optional) Define the scope (Opportunity only):

> [!TIP]
> Tip:
> 
> If you're using the **Opportunity is created** trigger, set the scope to **Accounts**. Newly created opportunities typically don't have any associated activities yet, which can result in an empty Brief. Using the Accounts scope ensures the Brief includes relevant account activity.
  - **Account**: Includes all conversations and activities
  - **Deal**: Limit the brief to the triggering opportunity
5. (Optional) Override the default time period and select a different time:
  - **Account**: Last 90 days
  - **Deal**: All time
6. Choose recipients either:
  - Based on any CRM User field associated with the opportunity or account, such as **Owner**, **CSM** or **SE**. If you don't see the field you need, you can [import the Salesforce field](/v1/docs/configure-data-import), [import the HubSpot field](/v1/docs/set-import-of-hubspot-fields), or [import the Dynamics field](/v1/docs/configure-data-import).
  - Manually select specific users.

> [!NOTE]
> Note:
> 
> Recipients must have a Gong user account. If a CRM user does not have a Gong account, the email is skipped and logged in the Run history.

### (Optional): Step 5: Credit estimation

Automated AI briefs consume Gong credits when a brief is generated. Each generated brief counts as a single credit-consuming action, regardless of the number of recipients.

After defining the brief, you can estimate how many Gong credits the automation would consume for a specific account. The estimate is based on the brief type, scope, and time period selected in the **Then** section. This can help you understand the potential impact before enabling the automation.

**To estimate credit usage:**

1. Select an **Account**.
2. (Opportunity only) Select a specific **Deal** or **Entire account**.
3. Click **Estimate**.

![Credit estimation interface showing account details and an estimate button for automation.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/credit estimation.png)

> [!NOTE]
> Note:
> 
> The displayed value is an estimate of the credits that would be consumed if the automation ran for the selected account or opportunity.

Learn more about [how credits are consumed and managed](/v1/docs/gong-credits-new-ai-usage-model).

### Step 6: Save and enable your Automation

Once you've configured the trigger, conditions, and brief settings, enable the automation so it can begin monitoring CRM activity.

**To save and enable your automation**:

1. Set the automation to **Enable**.![Settings interface showing automation options with enable and disable buttons highlighted.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Enable.png)
2. Click **Save**.

If you're not ready to activate the automation, you can save it without enabling it. After saving, you'll be redirected to the **Automations** page, where you can enable it later.

> [!NOTE]
> Note:
> 
> Alternative entry points:
> 
> 1. Set up an automation for a specific brief from the Brief types tab:
> 
> ![Overview of account types with options to add automations and manage brief types.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Add from AI briefer.png)
>   - Go to **Admin center** > **Agent Studio.**
>   - Hover over the **AI Briefer** card and click **Settings**.
>   - Select a brief and click **+ Add** under the **Automations** column (available on published **Account** briefs only).
> 
> Using this entry point, the **Then: Brief type** cannot be changed.
> 
> 1. Set up an automation for a specific brief from the [individual brief settings](/v1/docs/create-and-manage-brief-types).

## Good to know

- **Multilingual**: Briefs can be generated from calls in any supported language.
- **Private calls excluded**: Private calls are automatically excluded from generated briefs.
- **Individual email delivery**: Each triggered automation generates a separate email containing the full brief. Multiple triggered briefs are not grouped into a single email.
- **Brief dependencies**: A brief that is being used by an active automation cannot be deleted. Disable or delete the automation before deleting the brief.
- **Run history**: Once enabled, automation activity can be reviewed in [Run history.](/v1/docs/troubleshooting-automation-run-issues)

## FAQ’s

**Why can't I see the ‘**Send brief**’ action in the **Then** section?**

The **Send brief** action is only available when the automation is triggered by an Opportunity or Account event.

The Send Brief action is not available for automations triggered by **Lead**, **Contact**, or **AI Tracker**.

**Can I manually add the email address of a recipient?**

No. For security reasons, users can only be selected from the list of Gong users.

**Does a selected recipient need to have a paid seat?**

No, but they [need to be a user](/v1/docs/about-provisioning-team-members).

**Can a brief be pushed to the CRM?**

Not at this stage. Support for pushing briefs to the CRM is planned for a future release.

**What happens if there isn't enough data to generate a full brief for an account or opportunity?**

If only partial data is available, the brief will be generated with the sections that have relevant information. Sections without data won’t be included. If no relevant data was found for any section, the brief isn’t sent and the event will be logged to the Run history.

Any team member can access this feature if they have the required permissions.

Gong’s core platform for gaining advanced visibility into your revenue operations. Also the prerequisite license needed for Gong’s add-on packages. Access to features depends on your [company’s plan and your assigned seat](/v1/docs/plans-and-seats).