Skip to main content

​
What is Briefer

Briefer is like Notion for code notebooks and dashboards. It gives technical users all the flexibility they need to publish dashboards, analyze data, create reports, and build data apps. At the same time, Briefer makes it easy for non-technical users to view and interact with data.
In Briefer, you can:
  • 📚📊 Create notebooks and dashboards using Markdown, Python, SQL, and native visualizations.
  • 🤳 Build interactive data apps using inputs, dropdowns, and date pickers.
  • 🕰️ Schedule notebooks and dashboards to run and update periodically.
  • ⚙️ Create and test ad-hoc pipelines using writebacks.
  • 🤖 Generate code and queries using an AI that understands your database schema and your notebook’s context.
In addition to all that, Briefer is also multiplayer, meaning two or more people can work on the same notebook or dashboard at the same time and see each other’s changes in real-time.

​
Getting started

There are three ways to set up Briefer. You can install it on your machine for individual use, sign up for the cloud for a more convenient collaborative workspace, or you can deploy it to your own infrastructure. All of these options are free. We recommend that you either sign-up for the cloud or deploy it yourself. That way, your whole team will be able to collaborate in Briefer.

Local quickstart

Get Briefer running on your machine.

Cloud quickstart

Set up a workspace in our cloud.

Deploy Briefer

Deploy Briefer for your whole team to use.

​
Product documentation

First steps

The first things you should do after setting up Briefer.

Interface overview

A quick overview on Briefer’s interface and how to use it.

Data sources

Connect your databases to Briefer.

Inputs

Add text inputs, dropdowns, and date pickers to your pages.

Files

Upload files to Briefer and use them.

Schema explorer

Explore your database’s schema and data.

Schedules

Schedule your pages to run and update periodically.

Snapshots

See how your pages evolved over time and restore them.

Reusable components

Turn blocks into components you can reuse across pages.

Sharing and exporting

Share your pages with others or export them

Environments

Configure the environments in which your code runs.

Environment variables

Store keys, settings, and other values as environment variables that you can use.

AI assistant

Use AI to generate code and queries for you.

Slack integration

Get your pages sent periodically on Slack.

Keyboard shortcuts

Use keyboard shortcuts for convenience and speed.

Private Documents

Allow users to create private documents. Ideal for individual scratchpads.

​
Settings and management

Installing packages

Install new Python packages into your environment.

User management

Invite others and manage permissions.

Workspace settings

Configure your workspace.

Page settings

Change page-specific settings.

​
Enterprise-specific documentation

Permissions - Self-hosted

Permissions and setup required for deploying Briefer’s enterprise version on Kubernetes.

SSO - Self-hosted

Configure Briefer to use your single sign-on provider on your self-hosted Briefer instance.

Data source identities

Configure Briefer to forward user identities to your data source providers. That way you can authenticate and authorize users with the data source provider.

Granular permissions

Manage permissions on a per-page basis.

Private AI setup

Configure your self-hosted Briefer deployment to use AI services in your own AWS account.

Customize appearance

Customize the appearance of your workspace to match your brand.

Configuring caches

Configure your query caches to optimize performance and reduce costs.