A client completes your 12-question Typeform. n8n catches the submit, validates required fields (if missing, the client gets a clarifier email, not a broken brief). Claude Sonnet transforms raw answers into your house brief structure: objectives, audience, deliverables, timeline, success metrics, constraints. Output writes to Google Docs via the Docs API using your master template. A Slack thread opens in #briefs with three sign-off checkboxes. On approval the doc moves to the client folder and a ClickUp project is created. Lead-to-kickoff compresses from 4 days to same-day.
Tool-interchange map · every layer is swappable
What it does
A client fills in a Typeform. Thirty seconds later, Claude has turned their raw answers into a structured brief with sections for objectives, deliverables, audience, timeline, and success metrics. The draft goes to a Slack thread for internal review. Once approved, it goes to the client as a Google Doc or PDF.
The intake form is the variable. The prompt is trained on the specific voice and structure your agency uses for briefs. The output is not a generic summary, it is a document that looks like it came from your account team.
Live at Buttermilk as the client brief workflow. Lock and Quay use a variant for venue booking briefs.
Real-world use cases
Creative agency taking on 8 new briefs a month
Every brief is a 45-minute Google Doc cobbled together from the discovery call notes.
Before
The strategist writes the brief, the AE reformats it, the client wants changes. Two days minimum to get the first draft out.
After
The client fills a Typeform. Three minutes later, a structured branded brief is in the AE's inbox for review. Edits happen in the doc. The client sees the polished version the same day.
Boutique consultancy with a long discovery process
You learn 80% of what you need on the discovery call, but writing it up takes longer than the call itself.
Before
Discovery happens Monday, the brief lands Friday, the project starts the following Wednesday.
After
Discovery happens Monday, the brief is in the client's inbox Tuesday morning, the project starts Thursday. A full week reclaimed.
What changes for your team
Real runs, observed
Trigger
Client submits the intake Typeform with 12 answers
What landed
A 4-section Google Doc brief in the agency's house style, draft Slack thread for review, ClickUp task created
Time
Under 60 seconds
Default tool stack
Sample prompts
Time + scope
2 to 3 days
To ship
Fixed
Pricing model
Included
Source JSON
14 days
Tweak window
Related templates
A Gmail label or Drive folder triggers the run. LlamaParse extracts text from the PDF (handles tables, multi-column, bad scans). Claude Sonnet returns a strict schema: vendor, invoice number, date, subtotal, tax, total, currency, line items. A QuickBooks bill is created against the vendor record (or the vendor is auto-created); line items map to the right expense accounts via a lookup table you own. An audit row lands in Notion with the original PDF attached. Month-end reconciliation drops from 6 hours to 20 minutes.
View →Template · 2 to 3 daysA webhook takes a LinkedIn URL or email. Perplexity pulls 90 days of company news, funding, and headcount shifts. Claude Sonnet scores against your ICP JSON and writes a 3-sentence opener referencing one specific signal. Smartlead queues the email at 9:45am local; Expandi fires the LinkedIn touch 36 hours later. End-to-end: under 3 minutes per prospect.
View →Template · 2 to 3 daysFireflies emits the transcript.ready webhook. n8n passes the transcript to Claude Sonnet with a strict JSON schema (decisions, actions with owners and due dates, blockers, follow-ups). Owners resolve by fuzzy-matching speaker names to your Notion people DB. Each action writes a row in the project page; Slack pings every assignee with a deep link. P95 latency call-ends to Slack-ping: 72 seconds.
View →Ready to ship this?
Book a call. I review your stack, confirm the fit, and we start the same week.