A briefing prepares you for a company meeting. It combines the selected company with relevant workspace context and available knowledge sources.
Before you generate
Check that the company record is correct. Better profile details, tags, prior meetings, and Sources give Floral more relevant material to work from.
Create and read a briefing
Open Briefings
Choose the company and, when available, the related calendar meeting.
Add specific context
Include the purpose of the meeting or a topic you want the briefing to address.
Start generation
Floral creates the briefing in the background. Its status shows whether it is waiting, in progress, complete, or failed.
Check the evidence
Read the result as preparation, not as a verified company statement. Open cited sources where a decision depends on the underlying information.
A briefing does not update after it is created. Generate a new one when the company or meeting context has changed.
Missing preparation or sections
Automatic preparation requires a separate workspace setting. It can skip a calendar meeting when the stored company link is missing or ambiguous, or the company was briefed recently. Recurring meetings reuse a company you linked yourself. See generation settings for the rules.
The web briefing can include relationship history, attendees, open Work, and custom modules. Some of those sections are not yet shown on mobile or in PDF exports. Open the web briefing if a section is absent from an export. 