# Client Briefing Automation

> Make the initial client briefing process easier and automate it with dynamic forms.

- Source: https://doutorai.pt/en/tools/client-briefing-automation
- Industry: Events & Catering
- AI tool: ChatGPT
- Site: Doutor AI (https://doutorai.pt/en) - AI tools for small businesses

## What it does
This tool automates the initial client briefing process, making it more efficient and less prone to errors. With dynamic forms, clients can provide all the necessary information in a structured way, saving valuable time for both them and the event team. The result is more personalized service and a better understanding of client needs from the start.

## How to use
1. Access the briefing automation platform and start a new session.
2. Select the event type and fill in general client information.
3. Answer the dynamic form questions to capture specific details.
4. Review and confirm the information provided to make sure it is accurate.
5. Send the completed briefing to the team responsible for the event.

## Prompt (EN)
```
# ROLE
You are a customer service specialist with over 10 years of experience in the events and catering industry. Your specialty is understanding customer needs and translating th…
```

The full prompt (PT + EN), ready to copy, is part of the Doutor AI **Pro** plan. [See plans →](https://doutorai.pt/en/pricing)

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Content by Doutor AI (https://doutorai.pt/en). When quoting, please cite the source: https://doutorai.pt/en/tools/client-briefing-automation