Docs/tools/clients/project brief

Project Brief Generator

Create comprehensive project briefs with AI-enhanced descriptions

Project Brief Generator

Create professional, comprehensive project briefs in minutes with optional AI enhancement.

Access: /tools/clients/project-brief

Overview

The Project Brief Generator guides you through a structured 5-step wizard to capture all essential project information. Features include:

  • Smart form validation
  • AI-enhanced text fields (optional)
  • Auto-save progress
  • PDF export
  • Direct submission to developer

How to Use

5-Step Wizard

Step 1: Company Information

  • Company name
  • Contact details (name, email, phone)
  • Website
  • Industry selection

Step 2: Project Overview

  • Project type (Web App, Mobile, API, etc.)
  • Project name
  • Problem statement (AI-enhanced)
  • Target audience (AI-enhanced)
  • Success criteria

Step 3: Features & Requirements

  • Key features (12 pre-defined options)
  • Custom features (AI-enhanced)
  • Third-party integrations
  • Custom integrations

Step 4: Technical Context

  • Existing systems
  • Technical constraints
  • Hosting preference
  • Security requirements

Step 5: Timeline & Budget

  • Timeline preference
  • Budget range (GBP)
  • Maintenance needs
  • Additional notes (AI-enhanced)

AI Enhancement

Four text fields support optional AI enhancement via GPT-4o-mini:

Problem Statement

AI rewrites your description into a professional problem statement:

  • Before: "Our customers complain about slow support"
  • After: "Current customer support response times average 24-48 hours, leading to customer frustration, negative reviews, and an estimated 15% churn rate among support-dependent users."

Target Audience

AI expands into detailed user profiles:

  • Before: "Small business owners"
  • After: "SME owners (10-50 employees) in service industries, aged 35-55, moderately tech-savvy, seeking efficiency improvements to compete with larger enterprises. Key pain points include limited IT resources and budget constraints."

Custom Features

AI formats and expands feature descriptions:

  • Before: "booking system and payments"
  • After: "Online appointment booking with calendar integration, real-time availability display, automated reminders, and secure payment processing with multiple gateway support."

Additional Notes

AI improves clarity and professionalism:

  • Before: "need it done fast, had bad experience before"
  • After: "Timeline is critical due to upcoming product launch. Previous development engagement resulted in scope creep; clear milestone-based delivery with regular demos preferred."

How It Works

  1. Type at least 10 characters
  2. Click "Enhance with AI" button
  3. See streaming response
  4. Accept or continue editing

Feature Options

Key Features (Pre-defined)

FeatureDescription
AuthenticationUser login, registration, password reset
PaymentsStripe, PayPal, or similar integration
Admin DashboardBackend management interface
Email NotificationsTransactional and marketing emails
File UploadDocuments, images, media
SearchFull-text search functionality
Reports/AnalyticsData visualization and exports
Multi-languageInternationalization support
API IntegrationThird-party service connections
Responsive DesignMobile-optimized interface
Real-time UpdatesLive data via WebSockets
Offline SupportProgressive web app features

Integration Options

IntegrationDescription
StripePayment processing
HubSpot/SalesforceCRM integration
SendGrid/MailchimpEmail services
Google AnalyticsUser tracking
AWS S3/CloudflareCloud storage
Google/FacebookSocial login
Google MapsLocation services
Intercom/ZendeskCustomer support
Google CalendarScheduling
SAP/OracleEnterprise ERP

Project Types

TypeBest For
Web ApplicationSaaS, dashboards, portals
Mobile AppiOS/Android native or hybrid
API DevelopmentBackend services, integrations
Legacy MigrationModernizing old systems
E-commerceOnline stores, marketplaces
SaaS PlatformSubscription-based products
OtherCustom requirements

Timeline Options

OptionDescription
ASAPUrgent, need it yesterday
1-2 monthsShort-term sprint
3-6 monthsStandard project
6-12 monthsLarge-scale development
FlexibleNo hard deadline

Budget Ranges (GBP)

RangeTypical Scope
Under £5,000Simple MVP, landing pages
£5,000 - £15,000Basic web app, simple mobile
£15,000 - £30,000Full MVP, complex integrations
£30,000 - £50,000Multi-platform, advanced features
£50,000 - £100,000Enterprise features, scaling
Over £100,000Large-scale platforms
Not SureNeed guidance on budget

Output Options

1. PDF Download

Professional document including:

  • All form sections with styling
  • Company and contact details
  • Feature and integration lists
  • Technical requirements
  • Timeline and budget
  • Generation timestamp

Filename: project-brief-[company]-YYYY-MM-DD.pdf

Example PDF: Download sample Project Brief - See a complete brief for GreenLeaf Organic Foods e-commerce platform.

2. Print

Browser print dialog with:

  • Print-optimized styles
  • Clean layout
  • No navigation elements

3. Send to Developer

Direct submission via Telegram notification:

  • Formatted message with all details
  • Instant delivery to developer inbox
  • Confirmation toast on success

Auto-Save

Progress is automatically saved to browser localStorage:

  • Form data - All entered information
  • Current step - Resume where you left off
  • AI enhancements - Preserved if accepted

Save Indicator

  • "Progress auto-saved" notification
  • Manual "Save for later" button
  • Data persists across sessions

Clear Data

  • "Clear saved data" button
  • Confirmation dialog before clearing
  • Starts fresh wizard

Example Brief

Company Information

FieldValue
CompanyTechFlow Solutions Ltd
ContactSarah Johnson
Emailsarah@techflow.co.uk
IndustryProfessional Services

Project Overview

FieldValue
TypeWeb Application
NameClientHub Pro
ProblemManual client management via spreadsheets causing data inconsistencies and missed follow-ups, resulting in £50k annual lost revenue
AudienceAccount managers at B2B service firms (50-200 employees), managing 20-100 client relationships

Features

  • Authentication
  • Admin Dashboard
  • Email Notifications
  • Search
  • Reports/Analytics
  • CRM Integration (HubSpot)
  • Email Service (SendGrid)

Technical Context

FieldValue
Existing SystemsHubSpot CRM, QuickBooks, Google Workspace
ConstraintsMust integrate with existing HubSpot data
HostingCloud (AWS or similar)
SecuritySOC 2 compliance required

Timeline & Budget

FieldValue
Timeline3-6 months
Budget£30,000 - £50,000
MaintenanceYes, ongoing support needed

Technical Details

SpecificationValue
AI EnhancementOpenAI GPT-4o-mini
Max Tokens150 per enhancement
Temperature0.7
StorageBrowser localStorage
PDF GenerationPuppeteer (server-side)

Form Validation

  • Required field indicators
  • Email format validation
  • Minimum character counts
  • Step completion tracking

Tips for Better Briefs

  1. Be specific about problems - Quantify impact where possible
  2. Describe users, not features - Who will use this and why?
  3. Mention existing systems - Integration requirements are often underestimated
  4. Be honest about budget - Helps scope recommendations appropriately
  5. Use AI enhancement - Helps articulate thoughts professionally

Privacy & Security

  • AI enhancement sends text to OpenAI API
  • Form data stored only in your browser
  • PDF generated server-side, not stored
  • "Send to Developer" transmits via Telegram API
  • No analytics on form content
  • Clear data removes all local storage
  • GDPR compliant processing

Use Cases

  • Founders preparing RFPs for development agencies
  • Project managers documenting requirements
  • Business analysts structuring stakeholder input
  • CTOs briefing development teams
  • Freelancers collecting client requirements