Editing Brief Intake and Baseline Capture (Onboarding)
A checklist with 7 steps: Freeze one representative brief before any editing tool is trialed.
By InnovaAI ResearchPublished
What are the steps?
Editing Brief Intake and Baseline Capture (Onboarding)
- 01
Freeze one representative brief before any editing tool is trialed
Pick a real client deliverable with known scope, such as a 12-minute interview cut plus three vertical shorts, and lock the source files, aspect ratios, and caption language so every later comparison runs against identical inputs.
- 02
Record the manual baseline in editor hours and accepted outputs
Log hours per stage (assembly, captions, color, audio mix, revisions) and the number of deliverables the client accepted without rework. This baseline is the only defensible denominator for any productivity claim.
- 03
Classify each task as repeatable or judgment-bound
Silence removal, caption burn-in, and format resizing are candidates for automation; narrative pacing, brand tone, and client-sensitive framing stay with a human editor.
- 04
Map the correction loop before the first automated pass
Define who reviews machine output, how corrections are logged, and how many revision rounds the retainer covers. Tools that generate clips or captions still need a named reviewer on the agency side.
- 05
Confirm rights, consent, and data handling for every asset in the brief
Check music licenses, talent releases, and whether voice or likeness features are used. Voice cloning APIs are now benchmarked on consent checks and price per million characters, so consent documentation belongs in the intake file.
- 06
Assign a fallback path for any single-provider dependency
If the edit pipeline depends on one AI provider for transcription or clip selection, name a tested alternative. Simultaneous outages across major providers have already disrupted agency delivery schedules.
- 07
Set the acceptance threshold and review date in writing
State the target, for example a 20 percent reduction in editor hours with no drop in accepted deliverables, and schedule a 30-day review against the frozen brief.