The owner creates the brief, not the meeting schedule
In Brief Master, choose the project direction, services and decisions the completed brief should support. Collty builds the adaptive questionnaire and creates one secure client link.
The owner does not add meeting slots or choose a meeting-link method for each brief. Meeting availability is an automatic part of the client form.
- 1Create the brief
Name the request and let Collty generate the relevant question branches.
- 2Share the secure link
The client can answer without creating a Collty account.
- 3Wait for submission
Answers, contact details and the requested meeting are returned to the same Brief Master record.
Collty proposes only real free time
The public brief reads the owner’s Calendar working hours, meeting duration, buffers and current busy events. It shows the client only available dates and times in the client’s own timezone.
Calendar is the shared meeting register. Meetings created from project chats, team chats and Brief Master all affect availability, so an already reserved time is not offered again.
The client chooses the time and meeting method
| Client choice | What Collty does | What the team receives |
|---|---|---|
| Connect Google and create Meet | The client signs in to Google; Collty creates the Meet for the selected time and invites the project owner | A prepared meeting awaiting confirmation |
| Paste a meeting link | Collty validates and saves the HTTPS meeting room with the selected time | A prepared meeting awaiting confirmation |
| Ask the team to create the meeting | Collty reserves the selected time without requiring a link from the client | A confirmation action that creates Google Meet automatically, or accepts a pasted link |
The team only confirms the meeting
After the brief is submitted, Brief Master marks the card with Create meeting and shows Meeting action required inside the record. The team confirms the meeting; it does not rebuild availability or re-enter the client’s selection.
If the client asked the team to create the meeting, Connect Google and create Meet links the team account when needed. Create Google Meet & confirm then creates the event and Meet on the server, saves both in Collty Calendar and confirms the selected time. A secure HTTPS meeting link can still be used as the manual alternative.
Collty sends both sides the right notification
| Trigger | Recipient | Email content and next action |
|---|---|---|
| The client submits the brief | Brief owner | A branded Collty email with the client, project, selected date and time, meeting-link status, required next steps and a Sign in to Collty button |
| The team confirms the meeting and final link | Client | A branded Collty confirmation with the final date, time and Join meeting button |
Continue from brief to delivery
- 1Review answers and meeting
Open the submitted record, confirm the meeting and inspect the complete client answers.
- 2Create the project draft
Send the structured brief to Project Architect for phases, tasks, dependencies, timing and staffing.
- 3Keep one source of truth
The brief, confirmed meeting, project draft and active Workspace remain connected instead of being recreated in separate tools.