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Generate (Briefs & Reports)

Generate is how you turn insights into action. Whether you need a production-ready creative brief for your team or a strategic report for stakeholders, Generate creates structured, shareable deliverables backed by real creative intelligence.
Creative Directors and Creative Producers use Generate to move from analysis to execution — faster and with more confidence.

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Why it matters

Generate bridges the gap between insight and action: ✅ Production-ready briefs — Hand off clear, data-backed direction to creative teams
✅ Strategic reports — Align stakeholders with evidence-based recommendations
✅ Reduced revision cycles — Ground creative decisions in data from day one
✅ Faster iteration — Move from insight to execution in minutes, not days
Use Generate after running Discover or Diagnose workflows. It’s designed to transform your findings into actionable documents.

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How to use Generate

1

Choose what to generate

You have two main options:Creative Brief — Production-ready document for creative teams
  • Includes objective, references, tone/theme/pacing guidance, and must-haves
  • Perfect for hand-offs to designers, video editors, or agencies
Strategy Report — High-level summary for stakeholders
  • Includes executive summary, key patterns, evidence, and next steps
  • Perfect for leadership updates, quarterly planning, or strategy reviews
Most teams generate Creative Briefs for execution and Reports for alignment and decision-making.
2

Use a Generate Chip or build from insights

Option 1: Use a Generate Chip (Recommended)
  • Browse the Chip Library and select a Generate Chip
  • Options: Creative Brief Builder, Strategy Report, Competitive Summary
  • Chips guide you through the structure and ensure completeness
Option 2: Save from prior results
  • If you’ve already run Discover or Diagnose workflows, click Save → Report or Save → Creative Brief
  • Choose a template and add context
Example:
  • Chip: Creative Brief Builder
  • Goal: New fantasy RPG campaign
  • Context: Use patterns from recent Discover results
  • References: Include top performers from genre
3

Fill in the details

Boa will guide you through the structure:For Creative Briefs:
  • Objective and hypothesis — What you’re trying to achieve and why
  • Creative direction — Tone, theme, pacing, character guidance
  • References and rationale — Visual examples and performance data
  • Must-haves and guardrails — Non-negotiables and things to avoid
For Strategy Reports:
  • Executive summary — Key findings in 2-3 sentences
  • Key patterns and evidence — What’s working and why
  • Visual examples — Screenshots or links to creatives
  • Next steps and recommendations — Proposed actions and test plan
Generate workflow results

Generate workflow creating a creative brief

Your deliverable is ready — complete, structured, and backed by data.
4

Review, refine, and share

Before sharing:
  • Review for clarity — Is the direction clear and actionable?
  • Check references — Are visual examples included and relevant?
  • Add commentary — Provide any additional context for your team
  • Export or share — Download as PDF, share link, or copy to your tools
Add a “What Good Looks Like” section to your brief — show your team the benchmark you’re aiming for.

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What to include in your deliverables

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Creative Briefs should have:

1. Clear objective
  • What are you trying to achieve? (e.g., “Drive installs for new fantasy RPG campaign”)
  • What’s your hypothesis? (e.g., “Epic, hero’s journey narratives will resonate with our target audience”)
2. Creative direction
  • Tone — e.g., “Epic, cinematic, aspirational”
  • Theme — e.g., “Hero’s journey, good vs evil, world in peril”
  • Pacing — e.g., “Fast hook in first 3 seconds, then slow-burn world-building”
  • Character guidance — e.g., “Focus on lone hero, show transformation arc”
3. References and rationale
  • Include 3-5 visual examples from top performers
  • Explain why each reference is relevant (what pattern it demonstrates)
  • Cite performance data (e.g., “Top 10% in genre over last 60 days”)
4. Must-haves and guardrails
  • Must-haves — e.g., “Clear CTA at end,” “Show gameplay in first 5 seconds”
  • Avoid — e.g., “Don’t use humor (tests poorly in genre),” “Avoid slow intros”

See Creative Brief Examples

Learn more about production-ready briefs

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Strategy Reports should have:

1. Executive summary
  • 2-3 sentences summarizing key findings
  • Highlight the most important insight or recommendation
2. Key patterns and evidence
  • What’s working? (themes, tones, structures)
  • What’s not working? (common pitfalls, underperforming patterns)
  • Visual examples and performance data
3. Comparison and context
  • How do we compare to competitors?
  • How have patterns changed over time?
  • What opportunities exist?
4. Next steps and recommendations
  • Proposed actions (tests, campaigns, creative directions)
  • Prioritization (quick wins vs longer-term bets)
  • Success metrics

See Report Examples

Learn more about strategic reports

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Common use cases

Goal: Kick off a new campaign with clear, data-backed creative direction.Workflow:
  1. Run Discover to find top-performing patterns in your genre
  2. Use Creative Brief Builder Chip
  3. Include references and rationale from Discover results
  4. Hand off to creative team
Output: Production-ready brief with visual references
Goal: Summarize creative performance and recommend next steps.Workflow:
  1. Run Discover and Forecast over the quarter
  2. Use Strategy Report Chip
  3. Highlight top patterns, changes over time, and opportunities
  4. Present to leadership
Output: Strategic report with recommendations
Goal: Understand competitor strategies and identify differentiation opportunities.Workflow:
  1. Run Competitor Landscape Chip (Discover)
  2. Use Competitive Summary Chip
  3. Highlight competitor patterns and white space opportunities
  4. Share with product and creative teams
Output: Competitive intelligence report
Goal: Refine creative direction based on campaign results.Workflow:
  1. Run Diagnose on your campaign creative
  2. Identify gaps vs top performers
  3. Use Creative Brief Builder to create revised brief
  4. Test iteration
Output: Refined brief for next iteration

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Best practices

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Do:

✅ Always include visual references and rationale
✅ Be specific with creative direction (tone, theme, pacing)
✅ Cite performance data to build confidence
✅ Add “What Good Looks Like” examples
✅ Review and refine before sharing

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Don’t:

❌ Skip references — visuals make briefs actionable
❌ Be vague with direction — specificity matters
❌ Generate in isolation — use Discover/Diagnose first
❌ Forget to add commentary and context
A brief is only as good as the insights behind it. Always run Discover or Diagnose workflows before generating deliverables.

Discover

Find patterns to include in briefs

Diagnose

Understand what to improve

Forecast

Predict what will work next

Creative Director Playbook

Weekly workflow for directors