How to brief your team using Clue Labs

Clue Labs generates the strategy. Your team executes it. This article covers how to bridge the two — how to take Sam's post suggestions and turn them into a smooth production workflow for the people working with you.

The workflow at a glance

Campaign generates — Sam produces a full set of post suggestions with creative briefs.
You review each post, add your own notes, and flag priorities.
Your team picks up posts from the Kanban board, works through the briefs, and moves them to In Progress.
Once a post is live, it gets linked back to the published Instagram post and moved to Posted.

The Kanban board is the shared workspace. The brief is the instruction. Your notes are the context Sam couldn't have known.

Step 1 — Review the campaign before your team sees it

When a campaign generates, go through every post yourself before anyone else touches it. This takes 15–30 minutes for a typical campaign and is the most valuable thing you can do to improve the output your team produces.

For each post, read the full brief — Theme, Visual Style, Overlay Text, Reasoning. Ask yourself:

Does this accurately reflect what we're trying to say right now?
Is there anything about our current situation, tone, or assets that Sam couldn't have known?
Is there anything I'd want a designer or videographer to know before they start?

If the answer to any of those is yes — add a note.

Step 2 — Add notes before handoff

The Notes field on every post is where you add your own direction on top of Sam's brief. This is the layer that makes the brief specific to your exact situation — the assets you have available, the messaging nuances that matter right now, the brand tone guidance that isn't in Brand Settings yet.

Good notes might include:

"Use the product photos from last Tuesday's shoot — the ones with the white background."
"Tone should be warmer than usual here — this is going out during the launch week."
"We don't have video capacity this week — adapt this as a carousel instead."
"The overlay text Sam suggested is great but use our brand font, not the default."
"This one is high priority — get it done before anything else in the campaign."

You don't need to rewrite the brief. You're adding the context that bridges Sam's output and your team's reality.

[SCREENSHOT PLACEHOLDER — Post Idea Details showing Notes field with example team note added]

Step 3 — Set status to In Progress when your team starts

When a team member picks up a post to work on, they move it to In Progress on the Kanban board. This keeps everyone aligned on what's being worked on and prevents two people starting the same post.

If you're working with a designer, videographer, and copywriter across different posts simultaneously, the Kanban board gives you a live view of what's in flight at any point.

Step 4 — Link the post when it goes live

Once a post is published on Instagram, move it to Posted and link it to the live post. Either select it from the recent posts grid or paste the Instagram URL directly.

This closes the loop between the brief and the actual content — and means your post performance data gets attributed back to the campaign correctly.

Tips for specific team roles

Designers Give them the Visual Style, Overlay Text, and Theme sections. These three fields together are a complete design brief. If you're using a brand asset library, add a note pointing them to the right folder or file.

Videographers Give them the full brief for video posts — Hook, Duration, Talking Points, and Visual Style. Print or export these before a shoot so they have the brief on set without needing platform access. The CSV download is useful here — download it before a shoot day and your videographer has every video brief in one file.

Copywriters Give them Context / Caption and Theme. The caption framework is the starting point — their job is to write it in your brand voice. Theme gives them the strategic context so the caption serves the right purpose.

VAs and social media managers Give them full Kanban board access. They can move posts through the workflow, add the post link when content goes live, and flag anything that needs your attention via the Notes field.

Using the CSV as a production schedule

For shoot days or batch production weeks, download the campaign CSV from the Campaign List. It gives your team every post suggestion in a single file — format, date, brief summary — that they can use as a checklist away from the platform.

Mark off posts as they're filmed or designed, then update the Kanban board when you're back at your desk.

Common questions

Can team members access the platform directly? Yes — add team members via Brand Members in the left navigation. They can access campaigns, view briefs, and update post status.

Can I control what team members can see or edit? Check Brand Members settings for access level options.

What's the best way to brief a freelancer who doesn't have platform access? Download the CSV and share the relevant post briefs directly. For video posts, copy the Hook, Duration, and Talking Points from the brief into a separate document to take on location.