Client portal (designer side) · Intake and brief question flows

Publish and attach a question flow

Publish a finished question flow, then attach it to a space so your client can answer it as that room's brief in the portal.

Screens verified 13 Oct 2026

Why use it

A brief only works if the client fills it in. Attaching it to the space puts it in front of your client in the portal, next to the room it is about, and the answers come back to that space.

When to use it

  • Starting a room. Attach the brief before your first concept so you design from your client's answers.
  • Standard rooms. Reuse one Bathroom brief across every bathroom.

For more on attaching and following up a brief from the space side, see Attach a brief.

Before you start

Steps

Kitchen brief for Lombard Street Loft with no brief attached yet, listing the published Project intake flow with an Attach button.
Publish and attach a question flow, Lombard Street Loft
  1. In the flow's builder, choose Publish, then confirm.
  2. Open the space, for example the kitchen in Lombard Street Loft, and choose its Brief tab.
  3. Under Pick a published flow, find the flow and choose Attach.

What happens next

  • The Brief tab shows Brief sent. The client can answer it from the portal.
  • As your client answers, it shows how many questions they have answered so far.
  • Once they submit, the answers are read only. See Space brief to follow progress or detach a brief.

Limits

Limits
  • Publishing makes the flow's questions read only.
  • Only published flows are offered on a space's Brief tab.
  • Project intake uses its own automatic client intake for each project; you do not attach flows to projects.

Troubleshooting

  • You don't have any published flows yet. Publish a flow, or choose Create your first flow to build one.

Questions

Why isn't my flow in the list?

Only published flows are offered. Open the flow and choose Publish first.

Can I use one flow in several spaces?

Yes. Attach the same published flow to each space. Each space keeps its own answers.

Can I attach a flow to a whole project?

No. Projects get their own client intake automatically. Flows are attached to spaces.

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