BRIEFLOOP / GUIDES
Write and edit reports
Move from sources and requirements to an editable draft.
Current installers: Mac 0.31.7, Windows 0.31.7. Labels and capabilities vary by channel; the installer version is authoritative. Development features are not implied.
Before you start
Use a workspace you can back up. Model tasks require an authenticated runtime and permission to process the chosen materials.
Steps
- In 0.26.0, fast reports write from existing materials or start with budgeted web research. Edit or download the first saved draft while source enrichment and assessment continue; user edits take priority and earlier drafts remain available.
- Create a report with its audience, purpose, required questions and language. Version 0.25.0 supports English reports. Check and freeze the cutoff, date range and time zone before starting; keep historical sources tied to their own periods.
- Add original sources; use search snippets only as discovery leads. Check dates, entities and definitions.
- Read conclusions and tables, then inspect key citations. Working drafts remain visible and downloadable even with low scores or unresolved review issues.
- Edit and save the body, or give BriefLoop specific revision instructions. Preserve the original and confirm that changes create a new version.
- After saving, download Word or select HTML or PDF from the export menu. Version 0.25.0 adds Excel, with one worksheet per table or the full report on one sheet; basic export needs no OfficeCLI. Export uses the saved version fixed when requested; later edits require another export.
What success looks like
The body, version history and exported content should correspond. Edit in the browser and check final pagination in Word or WPS.
If something goes wrong
If generation fails, inspect task logs and saved artifacts before recovering. Do not submit duplicate reports as a substitute for recovery. Unsaved edits do not appear in an earlier export.