Brieff + Karbon
App integration via Karbon — Streamline meeting delivery and drive client progress to increase efficiency and show measurable results.
Bring meeting visibility and context together into the place where work gets done. Surface direct links to Brieff meeting workflows and related content, such as client Check-ins, actions, agendas, notes, and attachments, inside the relevant Karbon organizations and contacts. Teams will quickly jump from Karbon to the corresponding Brieff workspace with one click, keeping everyone aligned. The result is less manual copying, clearer traceability from pre-meeting to close-out, and faster handoffs with the latest context always at hand.
- Client Link: Auto-link your clients and contacts in Brieff to their counterpart organization and contact in Karbon, controlling what content is automatically generated in Karbon.
- Timeline Notes: Key meeting information like title, date, summary, actions, and link to meeting in Brieff, are automatically generated for all Brieff notetaker meetings whether online and in-person.
- @Mentions: Automatic tagging of Karbon users for any AI-generated actions assigned from a Brieff meeting.
- Work Creation: Work items following the Prep, Meet, and Close of Brieff's meeting workflow are automatically created and updated in Karbon for meetings of linked entities. (Coming soon)
About Brieff
Brieff is an AI-powered, client-centric meeting platform for accounting firms growing their advisory services. It features automated client check-ins, streamlined prep and note-taking, automated action follow-ups, and centralised client insights, enabling firms to deliver consistent, high-impact advisory services while driving measurable client progress.
