Instantly Project Briefs Using Loom

Learn how to use the AI-assisted brief generator to instantly extract project details from a Loom video and create a fully populated design brief.

June 9, 2026 By Trevor Pare

This guide shows you how to use the AI-assisted brief generator to automatically extract project requirements from a Loom video. By simply dictating your ideas and walking through visual examples out loud, you can instantly populate a detailed design brief without typing out lengthy requirements manually.

This workflow is ideal for project managers, marketers, and account coordinators kicking off new design requests. It is especially useful when you need to share complex visual examples or want to save time dictating a project instead of drafting a written document.

Record Your Project Brief

Start by recording a quick video outlining the creative direction and requirements for your project.

Step #1: Click the Loom browser extension button to start recording your video. — Click the Loom browser extension button to start recording your video.

Step #2: Share your screen to display any visual examples, images, or references. — Share your screen to display any visual examples, images, or references.

Talk out loud and brain-dump your ideas just as you would in a live kickoff meeting with your designer. You can walk through specific details, sizes, formats, and design inspiration.

Step #3: Once you finish recording, copy the video link from the Loom share page. — Once you finish recording, copy the video link from the Loom share page.

Generate the AI Brief

Take the URL of your finished recording and let the AI extract the necessary instructions.

Step #4: Paste the Loom link into the new project interface under the "add an existing brief" section. — Paste the Loom link into the new project interface under the "add an existing brief" section.

The platform supports several different design project paths depending on your needs. Select the appropriate category based on the table below:

Project Type	Description
Graphic Design	Standard visual assets, branding, and layout creation.
Motion / Video	Animated assets, video editing, and motion graphics.
3D Modeling	Three-dimensional object creation and rendering.
Email Builder	Campaign templates and HTML email design.

Step #5: Select the specific type of project you are initiating, such as Graphic Design. — Select the specific type of project you are initiating, such as **Graphic Design**.

Step #6: Click the Final Delivery Date field to choose your project deadline. — Click the **Final Delivery Date** field to choose your project deadline.

Step #7: Click Generate Brief to process the video. — Click **Generate Brief** to process the video.

Step #8: Wait a few seconds while the AI analyzes the video and builds out the project instructions. — Wait a few seconds while the AI analyzes the video and builds out the project instructions.

Review and Submit

The AI automatically compiles your dictation into structured brief fields. Review these details before sending the project to your designer.

Step #9: Review the generated project summary in the central text editor to ensure the scope is accurate. — Review the generated project summary in the central text editor to ensure the scope is accurate.

Step #10: Verify that the link to your original Loom video is present at the top of the description so designers can watch it for full context. — Verify that the link to your original Loom video is present at the top of the description so designers can watch it for full context.

Step #11: Observe the brief details automatically populated on the left-hand side. — Observe the brief details automatically populated on the left-hand side.

Always double-check the extracted metadata on the left sidebar. Ensure the Project Title, Brand, Sizes, and Formats are correctly assigned, and manually edit them if needed.

Step #12: Drag and drop any supporting images or references that were not in the video into the Files section. — Drag and drop any supporting images or references that were not in the video into the **Files** section.

Step #13: Click Submit Brief to finalize the project creation. — Click **Submit Brief** to finalize the project creation.

Step #14: Click on the newly created project in your list to view the active brief and monitor progress. — Click on the newly created project in your list to view the active brief and monitor progress.

Q: What happens to the original video after the AI analyzes it?

A: The AI automatically includes a link to the primary Loom video in the brief description. This ensures your designers can still watch the original recording for full visual context.

Q: Do I still need to manually enter project details like sizes and formats?

A: No, the AI extracts key details like the brand, project categories, and format specifications directly from your dictation. However, you should review these fields and manually edit them if the AI missed anything.

Q: What if I have additional supporting images that weren't captured in the video?

A: You can easily drag and drop extra files or reference images into the "Files" section during the brief review stage before submitting.

Term	Definition
Loom	A screen and video recording tool used to capture visual walkthroughs and dictate project instructions.
AI-Assisted Brief Generator	A system that analyzes the transcript and visuals of a video to automatically extract requirements and populate design request forms.
Design Brief	A structured document that outlines the scope, creative direction, specifications, and deliverables for a new project.

Instantly Project Briefs Using Loom

Learn how to use the AI-assisted brief generator to instantly extract project details from a Loom video and create a fully populated design brief.

June 9, 2026 By Trevor Pare

Record Your Project Brief

Start by recording a quick video outlining the creative direction and requirements for your project.

Talk out loud and brain-dump your ideas just as you would in a live kickoff meeting with your designer. You can walk through specific details, sizes, formats, and design inspiration.

Generate the AI Brief

Take the URL of your finished recording and let the AI extract the necessary instructions.

The platform supports several different design project paths depending on your needs. Select the appropriate category based on the table below:

Project Type	Description
Graphic Design	Standard visual assets, branding, and layout creation.
Motion / Video	Animated assets, video editing, and motion graphics.
3D Modeling	Three-dimensional object creation and rendering.
Email Builder	Campaign templates and HTML email design.

Review and Submit

The AI automatically compiles your dictation into structured brief fields. Review these details before sending the project to your designer.

Always double-check the extracted metadata on the left sidebar. Ensure the Project Title, Brand, Sizes, and Formats are correctly assigned, and manually edit them if needed.

Q: What happens to the original video after the AI analyzes it?

A: The AI automatically includes a link to the primary Loom video in the brief description. This ensures your designers can still watch the original recording for full visual context.

Q: Do I still need to manually enter project details like sizes and formats?

Q: What if I have additional supporting images that weren't captured in the video?

A: You can easily drag and drop extra files or reference images into the "Files" section during the brief review stage before submitting.

Term	Definition
Loom	A screen and video recording tool used to capture visual walkthroughs and dictate project instructions.
AI-Assisted Brief Generator	A system that analyzes the transcript and visuals of a video to automatically extract requirements and populate design request forms.
Design Brief	A structured document that outlines the scope, creative direction, specifications, and deliverables for a new project.