Personas
Brief brings new customer evidence forward as a proposed persona. You make the call.
Brief starts the conversation
Between planning meetings, Brief notices new evidence and invites you to review it in Slack, where you already work.
I noticed 1 thing since we last talked. Want to run through it?
@Brief Yes, what needs my attention?
3 replies
@Brief Summarize that in three bullets under 100 words. No preamble or further changes.
Evidence: Six QBR export formatting complaints (page wrap, headers vanish, number mismatch, label/column collision, manual fixes) tied to the “QBR export formatting” theme; one signal is confirmed contradicting D-041.
Research signal in Brief
Current decision: D-041 (12-peer default) is confirmed superseded by D-43 (8 benchmarks + industry filter), but MER-1/MER-2 implementation remains draft/
To Do. D-43 in Brief
Next action: Left open (snoozed 7 days), tracked against MER-1/MER-2 completion, not D-43’s approval.
View in Brief
It reaches out first
Brief messages you when something changed since you last talked, with one button to start the review.
Ask what needs attention
Plain language in, a sourced answer out: the evidence, the decision it touches, and the next step.
Open items stay tracked
Snooze an item and Brief keeps it open, tied to the work that will resolve it.
Brief spots who you’re missing
When customer evidence describes someone new, Brief drafts a persona and files it as a suggestion.
Marked Suggested, beside the personas you already have, until someone decides.
User Intelligence
3 personas · 15 signals
PersonasResearch SignalsBehavior
New Persona
Search personas...| Persona | Priority | Pain Points | Signals | Features | Updated |
|---|---|---|---|---|---|
| Finance AnalystFinance-side reviewers who reconcile the numbers in a c… | Suggested | 4 | — | — | — |
| Account managerPrepares and presents quarterly business reviews for e… | High | 1 |  1 signal | 2 | 9/15/2026 |
| Customer success leadCoordinates adoption reviews and follow-up across cus… | High | 1 | 6 signals | 0 | 9/15/2026 |
| Executive sponsorReviews the customer account narrative and decides wh… | High | 1 | 1 signal | 1 | 9/15/2026 |
Every need traces back to what a customer said
Brief drafts the description, needs, and pain points from your source notes. Read them side by side before anything changes.
Unstarred
Finance review interviews
Interviews with finance reviewers across five customer accounts.
- 1.Finance analyst, account 1: “I reconcile the QBR figures to our finance workbook before the review.”
- 2.Finance analyst, account 2: “I need to know which reporting period each benchmark covers.”
- 3.Finance analyst, account 3: “Please show whether a metric is a percentage or a currency amount.”
- 4.Finance analyst, account 4: “I compare this quarter with the same quarter last year.”
- 5.Finance analyst, account 5: “I need the source date when a benchmark changes between exports.”
- 6.Finance analyst, account 1: “I check rounding before the executive sponsor sees the table.”
- 7.Finance analyst, account 2: “Our finance review needs a consistent currency label.”
- 8.Finance analyst, account 3: “I want to distinguish a missing value from a zero.”
- 9.Finance analyst, account 4: “I validate the peer comparison before we use it in the budget review.”
- 10.Finance analyst, account 5: “I need a repeatable export for our quarterly variance analysis.”
- 11.Finance analyst, account 1: “I compare the exported numbers with the account review workbook.”
- 12.Finance analyst, account 2: “A metric definition would save me a follow-up with customer success.”
- 13.Finance analyst, account 3: “I need the reporting cutoff alongside the table.”
- 14.Finance analyst, account 4: “Please keep the same units between the dashboard and QBR export.”
User Intelligence
PersonasFinance Analyst
Chat with BriefRejectAccept Persona
Finance Analyst
Finance-side reviewers who reconcile the numbers in a customer’s QBR export against their own finance workbook before the account review, validating peer benchmarks and formatting details like currency, rounding, and missing values before the executive sponsor sees the table.
PriorityMedium
Needs
- Reconcile QBR export figures against an internal finance workbook before the review
- Know whether a displayed metric is a percentage or a currency amount
- Need the source date recorded when a benchmark changes between exports
- Distinguish a missing value from a zero in exported metrics
- Validate the peer comparison before it is used in the budget review
- See the reporting cutoff alongside the benchmark table
Pain Points
- Must manually reconcile exported QBR figures against their own finance workbook to trust the numbers before the review
- Cannot tell whether a blank cell means zero or missing data, risking a misreported figure
- Ambiguous currency-vs-percentage labeling forces a manual lookup before a metric can be trusted
- Missing metric definitions force an extra follow-up with customer success just to interpret a number
Related Features
Link
You make the call, and the team works from it
Accept the proposal and the analyst’s needs join the context your team uses to shape the next feature.
Brief proposes
Drafted from the finance review interviews and filed as a suggestion.
You review
Needs and pain points side by side with the quotes behind them.
You accept
The persona joins the list at Medium priority, four pain points on record.
| Persona | Priority | Pain Points | Signals | Features |
|---|---|---|---|---|
| Account managerPrepares and presents quarterly business reviews for e… | High | 1 | 1 signal | 2 |
| Customer success leadCoordinates adoption reviews and follow-up across cus… | High | 1 | 6 signals | 0 |
| Executive sponsorReviews the customer account narrative and decides wh… | High | 1 | 1 signal | 1 |
| Finance AnalystFinance-side reviewers who reconcile the numbers in a c… | Medium | 4 | 0 |
Brief brings the evidence forward.
You make the call.
The whole team’s understanding updates.
See Brief draft a persona from your own interview notes, with every need traced to its source.