Refine descriptions using your own edits as examples

Edit a few descriptions the way you want them, then have BriefTech rewrite the rest to match.

Teach BriefTech your preferred style by editing a few descriptions by hand, then have it rewrite the rest of your selection to match.

Use this when the AI descriptions are close but not in the style, length, or detail you want.

Steps

1. Open the tab.
2. Edit at least one description by hand in the style you want (two or three give better results, especially if your documents are mixed). Double-click the description cell, type, and press Enter. These hand-typed descriptions are your examples (also called manual description overrides).
3. Tick the checkboxes on both:

   • your edited rows (the examples), and
   • the rows you want rewritten (the targets — rows you have not edited).

   The button stays greyed out unless your selection includes at least one example and at least one target. Tick both before clicking.
4. In the toolbar, click — or right-click your selection and choose it from the menu.
5. Wait for the run to finish. BriefTech rewrites each target to match the style of your examples. Your edited rows are left untouched.

Button greyed out?

Hover for the reason:

Message	What to do
"Select documents first"	Tick at least one row before clicking.
"Select rows that have manual description overrides to use them as examples for refinement"	Edit a description first (double-click, type, Enter), then tick that row.
"Select at least one row without a manual description override to refine"	Add at least one un-edited row to the selection.

Good to know

• Run it as often as you like. Each run uses whatever edits are in the current selection.
• Scope is the selection only. Refining does not change settings or affect documents outside the selection.

What you've built

Your target rows now carry descriptions rewritten to match the style of your hand-edited examples, while your edited rows stay untouched.

Related

Document metadata fields

The document fields you can edit in the Review tab and their accepted values.

How AI analysis works: agents and playbooks

What agents and playbooks are, and what they extract.