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Reading a brief before a session

Ask Weft AI for a short brief from the client's record, with a suggested agenda, before you see them.

Who this is for: Clinician, Associate clinician, Practice administrator

Ask for the brief

  1. On Schedule, select the session.
  2. Select Brief me before this session.
  3. Read the brief and the Suggested agenda. Nothing it says is added to the chart.

Tip: Briefs for tomorrow's sessions are often already written when the day opens, and the schedule marks a session that has one.

Last checked against Weft on 07 Oct 2026. Something on your screen reads differently? Tell us at support@weftary.com.