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

# Account briefs

> Set up the one-page brief Cora writes for each account, choose which accounts it covers, and see how a refresh uses Actions.

Cora writes a one-page brief for each account and shows it on that account's **Overview**. Open it with **Open full brief**.

## What it is

The brief is a single page with these sections:

* Summary
* Desired outcomes
* Where they stand
* Live threads
* Risks
* People
* History
* Contracts and meetings

## Set it up

<Steps>
  <Step title="Go to Accounts">
    Go to **Accounts**.
  </Step>

  <Step title="Open column settings">
    Click **Configure table columns**.
  </Step>

  <Step title="Start the brief">
    Click **Set up account brief**.
  </Step>

  <Step title="Choose which accounts">
    Under **Which accounts**, choose **All accounts** or **Matching rules**.

    **Matching rules** keeps only accounts that match every rule. Rules use CRM account fields from Salesforce, HubSpot, or Gainsight. The count on the choice shows how many accounts it covers. Connect a CRM before you can filter by those fields.

    For a large portfolio, start with **Matching rules** and widen it once the briefs look right.
  </Step>

  <Step title="Save">
    Click **Set up brief**.
  </Step>
</Steps>

## Sources

Under **What Cora reads**, three sources are already included. Each one is labeled with what it **Feeds**:

* **Account** feeds who they are.
* **Customer timeline** feeds history, people, and live threads.
* **Cora - Lifecycle Events** feeds notes and research.

Click **Add source** for anything else the brief should use. Add CRM deal or success-plan fields so **Desired outcomes** has something to draw on. Leave those fields out and that section stays thin.

**Extra instructions (optional)** sit on top of Cora's standard brief format.

## Refresh and cost

Briefs refresh daily at 7pm PT. Each brief written uses 1 [Action](/getting-started/actions-and-usage). Accounts with no new activity are skipped.

Click **Refresh account brief** in **Configure table columns** to queue a run now.

## Changing it later

Open **Configure table columns**, then **Edit account brief**. Click **Update brief** to save. **Delete account brief** removes it.

<Warning>
  Changing sources rewrites every brief, at 1 Action each. Pick sources when you set the brief up.

  Narrowing **Matching rules** removes briefs for accounts that leave. They get a fresh brief if they come back in.
</Warning>

## Who can change it

Only Admins can set up, edit, refresh, or delete the brief. Everyone with access can read briefs.


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