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How to Build an AI Assistant That Reviews Project Briefs

In this article, you'll learn how to automate brief reviews with OpenAI, Zapier, and ManyRequests - no coding needed.

Written by Regine Garcia

In this quick guide, we’ll walk you through how to set up an AI assistant that automatically reviews project briefs submitted by your clients. The assistant checks for clarity and completeness, ensuring your creative team always starts with the right context.
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This automation uses:

  • ManyRequests (your client portal)

  • Zapier (to connect tools)

  • OpenAI Platform (to power the assistant)

Why Use an AI Assistant?

Creative teams often receive incomplete briefs - missing links, vague goals, or unclear deliverables. Instead of manually chasing clients for more context, this AI assistant sends a gentle, intelligent follow-up asking for what’s missing. It saves time, improves communication, and gets your designers or developers up to speed faster.

📌 Use Case:

Let’s say you run a design subscription service. A client submits a request to “design a landing page,” but forgets to include the copy, brand assets, or a mood board.
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The AI assistant instantly responds:

“Thanks for the request! Could you upload any brand guidelines, copy drafts, or design references? This will help us get started right away.”


No more delays. No more back-and-forth.

How to Build an AI Assistant That Reviews Project Briefs

  1. Connect ManyRequests to Zapier

    1. In Zapier, set a trigger for "New Request Created" using the ManyRequests app.
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    2. If it's your first time, connect your ManyRequests domain and API token.

      1. On your Dashboard, go to Settings > Integrations > click on Zapier

      2. Copy the domain and API token
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      3. Paste the details on Zapier
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  2. Set Up OpenAI (via API)

    1. Log in to platform.openai.com

    2. Add billing info and generate a Secret API Key
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    3. In Zapier, connect OpenAI using this API key
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  3. Create an OpenAI Assistant

    1. In the OpenAI platform, go to the Assistants tab

    1. Name your assistant (e.g., “Project Brief Reviewer”)

    2. Use the GPT-4-0 model with no tools/functions

    3. Add clear system instructions such as:

      “Act like a friendly project manager reviewing creative briefs. Point out missing files, links, or vague descriptions. Keep messages short and human.”
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  4. Define Your Zap’s Actions

    1. Action: Conversation with Assistant

    1. Pass these fields to the prompt:
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    2. Format output: short sentences, no markdown, under 200 words
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  5. Output the Response

    1. Add a final Zapier step to post the AI’s response as a comment on the request inside ManyRequests
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    2. Optional: Email notification or Slack message to the internal team

Test & Customize

Test with sample requests. Tweak your assistant’s tone and instructions as needed.

To make it more branded, you can:

  • Add greetings like “Howdy!”

  • End with positive phrases like “Looking forward to getting started 🚀”

  • Use a custom assistant name and avatar

Quick Summary

Your Zap will have 3 core steps:

  1. Trigger: New Request is created in ManyRequests

  2. Action: AI analyzes the brief via OpenAI

  3. Result: AI response posted as a comment for your team and client

🎥 You can view this tutorial as well on our Youtube channel
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