ABRAM Network - User Guide Directory

Welcome to the ABRAM Network User Guide. This documentation directory serves as the comprehensive manual for creative producers, agencies, production managers, and specialized freelancers using the ABRAM production management platform.

This guide is structured around active workflows in the Management Phase of the platform, focusing on AI project intake, resource scheduling, team allocation, invoicing, and collaboration.

🗺️ Documentation Directory

• 0.0 User & AI Assistant Navigation Guide: Introduction to reading these guides as a human user or parsing them as an AI agent/chatbot.
• 0.1 Glossary & Acronym Reference: Quick definitions of industry terms, payment jargon, and technical integration acronyms.
• 0.2 Order of Operations Guide: Chronological step-by-step workflow tracing a project from intake to final freelancer payouts.
• 0.3 AI Capabilities & the Abram Assistant: Details of ABRAM's AI features, including Brief Intelligence, crew suggestions, the AI resume importer, Agent Skills, and the Abram assistant.
• 0.4 ABRAM Memory & Organization Brain: How the personal ABRAM Memory and the shared Organization Brain store knowledge, plus the admin review workflow that governs shared facts.

🚪 Section 1: Getting Started, Organizations & Team Setup

Learn how to create your account, configure organization settings, and manage your team roster.

• 1.1 Signing In and Onboarding: Authenticating, completing the onboarding wizard, and selecting workspace roles.
• 1.2 Setting Up Your Profile: Completing bio details, skill lists, rates, and setting profile visibility.
• 1.3 Organization Setup & Custom Forms: Upgrading to an organization, managing workspace settings, and building custom producer intake forms.
• 1.4 Team Management & Permissions: Managing team roles (Owner, Admin, Member), custom roles, bulk invites, plan seats, and audit logs.
• 1.5 Navigating Your Dashboard: Customizable dashboard widgets, health and completion metrics, AI suggestions, and the notification center.
• 1.6 Account & Workspace Settings: A tour of the Settings tabs — account, billing, payouts, security and two-factor, privacy, connectors, Agent Skills, and ABRAM Memory.

📝 Section 2: Project Intake & Scoping

Discover how to initiate and configure projects using AI brief analysis or manual builders.

• 2.1 AI Brief Analyzer (Brief Intelligence): Initializing projects from text/documents, managing the AI confidence gate, and reviewing extracted parameters.
• 2.2 Manual Project Creation: Using the manual setup wizard, selecting project archetypes, and managing budget splits.
• 2.3 Custom Intake Forms: Building intake forms in the Clients hub, sharing request links, and reviewing submissions in the Project Requests inbox.
• 2.4 AI Script Breakdown: Importing a screenplay to auto-generate scenes, tag production elements, and build the Master Book of Elements.

🎛️ Section 3: Master Project Detail, Work Packages & Work Orders

Understand how to manage active projects, deliverables, checklists, and freelancer agreements.

• 3.1 Master Project Detail Overview: Navigating the central command center, the Compact Header, and URL parameter synchronization.
• 3.2 Work Packages & Milestones: Creating work packages, setting scopes, and defining milestone-based payment schedules.
• 3.3 Work Orders & Agreements: Generating work orders for freelancers and equipment, configuring rates, and managing invitation holds.
• 3.4 Task Lists & Tracking: Creating checklists, assigning tasks, and tracking automated progress calculations.
• 3.5 Equipment & Resource Management: Inventory tracking, kit building, calendar scheduling, locations, barcode tools, and bulk editing.
• 3.6 Stripboard & Scene Scheduling: Sequencing scenes into shoot days with the stripboard, Day Out of Days, and the Master Book of Elements.
• 3.7 Call Sheets: Building, previewing, exporting, and distributing call sheets to your crew.
• 3.8 Deliverables — Review & Approval: Assigning deliverables, submitting versions, and running feedback and approval.

📅 Section 4: Crewing, Matchmaking & Utilization Scheduling

Learn how to find talent, receive AI recommendations, and schedule freelancer calendars.

• 4.1 Internal Talent Search: Searching and filtering the internal team roster by skill, availability, and rating.
• 4.2 AI Matchmaking Suggestions: Utilizing AI suggestions to find freelancers based on role suitability and budget.
• 4.3 Inviting & Crew RSVP: Managing direct project invites, sending chatbot invitations, and tracking freelancer RSVPs.
• 4.4 Managing Your Utilization Calendar: Freelancer utilization views, managing blockouts, and setting scheduling holds.
• 4.5 Syncing External Calendars: Integrating Google Calendar and Microsoft Outlook for real-time availability updates.
• 4.6 Team Management Dashboard: Workspace utilization overview, scheduling calendar, capacity planning tool, conflict detection panel, team templates, hours roster, and analytics.
• 4.7 Run of Show: Building a minute-by-minute segment schedule, AI-generating segments, and running Go Live show control.

💳 Section 5: Payments, Billing & Financials

Manage your payment methods, producer checkout sessions, billing, and AI credits.

• 5.1 Freelancer Stripe Setup: Step-by-step Stripe onboarding, bank setup, and verification troubleshooting.
• 5.2 Invoicing & Payouts: Building PDF invoices, submitting invoices for approval, and tracking Stripe checkout payout flows.
• 5.3 Billing Ledger & AI Credits: Monitoring the organization's credit balance, consuming credits for AI tasks, and ledger transactions.
• 5.4 Billing & Payments: Configuring payment cards, ACH transfers, and managing automated re-authorizations for Stripe holds.
• 5.5 Timesheets & Time Tracking: Logging worked hours against a project and approving them before payout.
• 5.6 Quotes: Creating, sending, and converting client quotes into invoices.
• 5.7 Invite & Earn Referral Program: Sharing your referral link and earning AI credits when others join.

🔌 Section 6: Integrations & Collaboration

Link Slack, Frame.io, and calendar workspaces to automate creative review and notifications, and share a Client Portal with your clients.

• 6.1 Slack Notifications: Connecting Slack channels and customizing real-time project notifications.
• 6.2 Frame.io Workspaces: Connecting Frame.io accounts, auto-provisioning workspaces, and review links.
• 6.3 Project Collaboration & File Sharing: Native file sharing, version control, and nested feedback comments.
• 6.4 Client Portal: Giving your clients a private space to follow projects, review deliverables, approve quotes, and pay invoices.

❓ Section 7: FAQs & Troubleshooting

Find answers to common questions and troubleshoot calendar, Stripe, or AI credit issues.

• 7.1 FAQs & Troubleshooting: Step-by-step troubleshooting for calendar sync webhooks, Stripe onboarding status, invoice capture holds, and AI brief analyzer errors.