Start with movement
The Briefing puts changes ahead of static totals. It calls out regressions, recently completed work, and missing data connections. When nothing material changed, it says so instead of manufacturing a recommendation.
Follow every recommendation to evidence
A briefing item should open the crawl, query, traffic, ranking, backlink, or AI visibility record that supports it. Check the date and scope before assigning work. A recommendation without a source should be treated as guidance, not a measured fact.
Use Portfolio for a wider view
Portfolio compares sites, while Briefing explains the next move inside the active workspace. Use Portfolio to decide where attention belongs, then use Briefing to decide what to do there.