SendBriefs

Roadmap

What we’re building. Publicly.

Quarter-by-quarter visibility into what’s shipped, what’s in flight, and what’s planned. The point isn’t to commit to every date — it’s to be honest about what’s real, what’s building, and what’s still an idea.

  • Shipped
  • In flight
  • Next
  • Later

  1. Q2 2026 · Shipped

    V1 launch foundation. The core brief renderer, approval flow, and per-client branding.

    • Shipped

      Block-based brief editor

      Live data tokens, narrative blocks, per-section composition.

    • Shipped

      Per-client white-label

      Custom domain, brand kit, typography per client.

    • Shipped

      Two-click approval + audit log

      Private review link, inline comments, immutable audit trail.

    • Shipped

      Scheduled + triggered delivery

      Cron-style schedules + event-based triggers.

    • Shipped

      10 native integrations

      HubSpot, Stripe, GA4, GSC, Linear, Meta Ads, Google Ads, + webhook fallback.

    • Shipped

      Brief engagement analytics

      Per-brief open rate, time on page, section-level engagement.

  2. Q3 2026 · In flight

    Hardening, compliance, and the first wave of enterprise-readiness work.

    • In flight

      SOC 2 readiness (CASA-first)

      CASA compliance is the immediate focus; SOC 2 internal verification follows; third-party Type II audit after Series A funding.

    • In flight

      SSO + SAML 2.0

      Workspace-level single sign-on for Agency Pro and Enterprise.

    • In flight

      Workspace MFA enforcement

      Mandatory MFA toggle with grace period for admin-led rollout.

    • In flight

      Templates gallery (public)

      Browse 8+ pre-built brief templates without signing up.

    • In flight

      Migration guides

      Step-by-step switching guides from each competitor.

  3. Q4 2026 · Next

    Collaborative editing, AI assistance for narrative writing, and deeper integration coverage.

    • Next

      Inline section commenting

      Google Docs-style anchored comments on specific report blocks.

    • Next

      Real-time presence indicators

      See who is editing which section, in real time. Reduces edit collisions.

    • Next

      AI co-author sidebar

      Optional AI assistant that understands report context — opt-in per workspace.

    • Next

      Branded PDF export

      White-labeled PDF generation with cover page, brand theming, and table of contents.

    • Next

      PostHog + BigQuery + Calendly

      Three new native integrations shipping next quarter.

  4. 2027 · Later

    Bigger structural moves: visual editor, conditional templates, and the agentic AI features that are still maturing.

    • Later

      Visual block editor with widgets

      Drag-and-drop chart, metric, table, and image blocks alongside text. Notion-meets-Databox.

    • Later

      Conditional smart templates

      Templates that adapt narrative tone, highlighted metrics, and recommended actions based on actual data values.

    • Later

      AI report rewriter

      Rewrite team members’ raw work logs into client-friendly language. Removes jargon, tool names, ticket IDs.

    • Later

      Suggestion-mode review

      Google Docs-style suggestion mode — reviewers propose changes, authors accept or reject.

    • Later

      Workspace advanced security

      IP allowlist, session timeout controls, audit-log API.

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Roadmap is a living document. Customer requests reorder it. Emailhello@sendbriefs.comwith what you wish existed, and how often you’d use it.

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