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INDUSTRIES · MARKETING AGENCIES

AI for marketing agencies, with every client's context kept apart

Use AI for marketing agencies with each client’s brief, brand and history. Give your team the right context for each account.

  • Tone of voice.
  • Ask from Claude, Cursor or Codex.
  • Keep private knowledge private.
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Google DriveConnected sourceNotionConnected sourceClaudeAsk through MCPCursorAsk through MCPCodexAsk through MCPUploadsYour documents

Built for Account managers, Strategists, Creatives, Paid media

What tone does Iris Collective's brand guide require?

The brand guide asks for plain language and a calm, direct tone. The copy examples show the approved terminology. 1

Brand guide and copy references

Every client briefed. No client mixed.

Your account managers and strategists share answers with sources.

  • Account managers

    Tone of voice

    • What tone does Iris Collective's brand guide require?

      On request

    • Which terminology should the next draft follow?

      Before deciding

    Source answer: The brand guide asks for plain language and a calm, direct tone. The copy examples show the approved terminology.

    Voice
    Plain language with a calm, direct tone
    Terminology
    Read the wording approved in the copy references

    Sources: Brand guide and copy references (Google Drive); Iris Collective · Supporting notes (Notion).

    Reads from
    • Google Drive
    • Notion

  • Strategists

    Reporting

    • What did we report to Iris Collective last month?

      Weekly

    • Which next steps and client priorities were recorded?

      Before deciding

    Source answer: The monthly report records campaign activity and the agreed next steps. The account note explains the client's priorities.

    Campaign activity
    Recorded in the monthly report
    Next steps
    Agreed actions recorded alongside the activity
    Client priorities
    Explained in the account note

    Sources: Monthly campaign report and account note (Notion); Iris Collective · Supporting notes (Google Drive).

    Reads from
    • Notion
    • Google Drive

  • Creatives

    Keep each client with its team

    • Who can read this client’s brief and campaign files?

      On request

    • Which files stay private to another client’s account team?

      Before deciding

    Source answer: Your client's brief is available to the assigned team. Another client's commercial and campaign files remain withheld.

    Assigned account team
    This client’s brief
    Other client team only
    Private commercial and campaign files

    Sources: Client account access rules (Google Drive); Iris Collective · Supporting notes (Notion).

    Reads from
    • Google Drive
    • Notion

  • Paid media

    Briefs from past campaigns

    • What did past briefs record about the audience, message and channels?

      Weekly

    • Which source passages should our AI tool use for the next draft?

      Before deciding

    Source answer: Past campaign briefs provide audience, message and channel learnings. Your AI tool can use the connected sources for the next draft.

    Audience
    Read the audience recorded in the past brief
    Message
    Find the campaign’s message and its context
    Channels
    Bring the recorded channel learnings into the next draft

    Sources: Campaign brief library (Notion); Iris Collective · Supporting notes (Google Drive).

    Reads from
    • Notion
    • Google Drive

  • Account managers

    Approval rules

    • Who signs off Iris Collective's copy?

      On request

    • What review sequence did the client and agency agree?

      Before deciding

    Source answer: The approval guide names the client contact and agency owner. The brief records the agreed review sequence.

    Client contact
    Named in the approval guide
    Agency owner
    Named in the same guide
    Review sequence
    Agreed order recorded in the brief

    Sources: Approval guide and client brief (Google Drive); Iris Collective · Supporting notes (Notion).

    Reads from
    • Google Drive
    • Notion

  • Strategists

    Freelancer access

    • Which project brief and assets can this freelancer read?

      Weekly

    • Which other client folders remain private?

      Before deciding

    Source answer: Freelancers receive the project brief and assets within their scope. Other client folders remain private.

    Freelancer’s project scope
    Project brief and assets within that scope
    Other client teams only
    Private folders for their accounts

    Sources: Freelancer project access rules (Notion); Iris Collective · Supporting notes (Google Drive).

    Reads from
    • Notion
    • Google Drive

Less searching. More shared context.

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With HeyBrain

Read the client’s brand guide and copy examples separately to check tone and approved terminology.

Find plain language and a calm, direct tone in the brand guide, with approved terminology in the copy examples.

Read the monthly report and account note separately to reconstruct campaign activity, next steps and client priorities.

Find campaign activity and agreed next steps in the monthly report, with the account note explaining the client’s priorities.

Check the assigned team’s access to its client brief separately from other clients’ campaign and commercial files.

Use the brief available to the assigned team while another client’s campaign and commercial files remain withheld.

Collect audience, message and channel learnings from past campaign briefs before starting the next draft.

Find those learnings in the connected campaign briefs for your AI tool to use in the next draft.

ONE CONNECTED BRAIN

One question, across your tools

Bring Google Drive, Notion and your uploads into one cited answer.

Question
What tone does Iris Collective's brand guide require?
Answer
The brand guide asks for plain language and a calm, direct tone. The copy examples show the approved terminology. (Source 1)
  • Source 1: Brand guide and copy references (Google Drive)
  • Additional source: Monthly campaign report and account note (Notion)
  • Additional source: Client account access rules (Google Drive)

FOLLOW THE SOURCE

Review the evidence behind an answer

Open the citation. Read the original wording and surrounding detail.

Answer
The monthly report records campaign activity and the agreed next steps. The account note explains the client's priorities. (Source 1)
Cited excerpt from Monthly campaign report and account note (Notion)
The monthly report records campaign activity and the agreed next steps. The account note explains the client's priorities.
  • Source 1: Monthly campaign report and account note (Notion)
  • Source 2: Brand guide and copy references (Google Drive)

PERMISSIONS IN EVERY ANSWER

Share the context. Keep the boundaries.

Same question, different permissions. Review the request and sources in the access record.

Question
What is approved for this client campaign?
Answer for Sofia Okafor (Agency lead)
Client brief and creative feedback available. Other client budget: $15,000.
Answer for Zara Chen (Account contributor)
Client brief and creative feedback available. Restricted section withheld.
Section withheld from Zara Chen
OTHER CLIENT BUDGETS · ACCOUNT TEAM
Access record
14:02 · Zara Chen · Source access checked · 1 SECTION WITHHELD · RECORDED

Company knowledge, under your control

Permissions you already have

Answers respect source access.

Every agent gets its own key

Set its scope. Revoke its key.

A record of every access

Review requesters, sources and access decisions.

Review provider data terms

Check provider data use and retention.

Bring your own model key

Connect your model to governed knowledge.

LESS CONTEXT. LOWER COST.

Send less context per task

HeyBrain sends only the context a task needs.

Repeated contextWhole documents
With HeyBrainRelevant passages

FAQ

Questions agency teams ask

  • What tone does Iris Collective's brand guide require?

    The brand guide asks for plain language and a calm, direct tone. The copy examples show the approved terminology. Ask follow-ups in the same conversation and open each citation to check the surrounding detail, then share the source with colleagues who can access the same collection.

  • What did we report to Iris Collective last month?

    The monthly report records campaign activity and the agreed next steps. The account note explains the client's priorities. Connect the relevant Drive folder or Notion pages, or upload documents, then follow citations to their original passages from the AI tools your colleagues already use.

  • Which sources and AI tools can we use?

    Connect Google Drive, Notion and document uploads; Claude, Cursor and Codex ask your company knowledge through HeyBrain MCP. Keep decisions and references available where your team works. HeyBrain supplies knowledge; agents use their own tools for actions requested by the user.

  • How does HeyBrain keep private knowledge private?

    People and agents receive answers from sources they can open. Workspace rules restrict the audience; each agent has its own key and scope. Administrators review requesters, times and source references in activity records alongside workspace membership and source access rules.

  • How do we get the team started?

    Connect your team’s current brief, decision notes and working guide, invite the people who need them and ask a familiar question. Open its source citations before expanding the collection. Align workspace membership and individual agent scopes with each team’s responsibilities.

  • How does HeyBrain reduce AI token cost?

    HeyBrain sends only the context a task needs instead of repeatedly passing whole documents to your AI tool. Use the context calculator to compare the amount you send and your input price. Your team shares the same connected knowledge across tools, so every new conversation can start with the relevant passages and their sources.

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