Onyx Docs
Document Studio

Create an executive brief

Choose the sections of an executive brief, pick its colors, and generate an editable report for Word and PDF.

An executive brief is a written report on the customer's estate and your proposal, made for decision makers. It downloads as Word and PDF.

Sections

On a customer record, choose Create → Executive brief. Create an executive brief: Choose what the report covers.

Under Choose your sections, tick the Report sections you want, or Include every section. The cover, the executive summary and the methodology are always included. Your sections start from your own last brief's; Reset to defaults goes back to the standard set.

Create an executive brief with report sections ticked
Choosing the brief's sections.

Colors

Choose the look under Colors: your brand in use first (named after its kit and marked In use, or Your brand), then your other kits, then Onyx's Prebuilt themes. New briefs start in the brand in use; another choice changes this brief only.

Generate

Choose Generate. The brief is written in the background; you can close the tab and come back to it in Documents.

Edit and download

The brief opens in the studio on its Document tab. See Edit with the agent or by hand and Versions and downloads.

Create a presentation

Choose the slides, check the customer data, pick the colors, and generate a customer-ready deck with a companion document.

Edit with the agent or by hand

Change a presentation or brief in the studio by asking the Studio agent or editing fields yourself, then save a version.

On this page

SectionsColorsGenerateEdit and download