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SKIP AHEAD TO: Spekit Add-In for Outlook Top Navigation How to Share Content Externally |
This article will guide you through the key features and navigation elements of the Spekit Add-In for Outlook.
Prerequisite: Please ensure you have the Spekit Add-In for Outlook installed and are logged in before proceeding. Some advanced sharing options may require specific administrative or expert-level access within Spekit.
Spekit Add-In for Outlook Top Navigation
Once you open the Spekit Add-In, you will see the following three main navigation items at the top of the pane:
1. Search
- Flows
- Knowledge Checks
- Search Spekit directly from the Spekit Add-In for Outlook.
- In the Search bar, type in the term or process or keywords for the term you are looking for.
- You can choose to filter by Speks and Files.
- Select the most relevant result and click on it to open the details.
2. Home
- The Spekit Add-In for Outlook Home is your central hub for AI-powered content recommendations, tailored to the emails you're composing.
- Spekit delivers real-time, AI-driven suggestions, including sales enablement materials and guidance, directly within your workflow, aligning with your team's needs and buyer interests. Click here to learn more about Spekit AI Content Recommendations.
3. My Hub
The My Hub tab serves as your personal workspace, giving you quick access to key tools and resources tailored just for you. Within this tab, you’ll find:
- Favorites – A dedicated space where you can view all the Speks and Files you’ve saved for easy access.
- Deal Rooms – From here, you can manage existing Deal Rooms or create a new one with just a few clicks, streamlining how you collaborate and share content with external stakeholders.
The My Hub tab is designed to bring your most-used features together in one convenient place, helping you stay organized and efficient.
4. Additional Navigation Settings
When you click the ellipsis […] in the top-right corner of the Spekit Add-In for Outlook, you’ll see the following navigation options:
- Open in browser – Opens Spekit in a new browser tab.
- Support – Opens the Spekit Help Center in a new tab, where you can access resources, tutorials, and troubleshooting guides.
- Logout – Logs you out of the Spekit Add-In for Outlook.
- Profile - Displays the account you’re currently logged in with.
- Spekit Org - Shows which Spekit organization you’re logged into.
How to Share Content Externally
1.) Open the Spekit Add-In for Outlook.
2.) Search for the content you would like to share externally.
3.) Hover over the content, and click the share icon.
TRACKABLE LINKS CUSTOMERS ONLY:
a.) Add a public name for the Share Link.
b.) Select the name of the Company you are sharing the content with (for internal tracking). To add a company name, just start typing!
c.) Decide if you would like to enable tracking on the content and if you'd like to require an email address to access the content.
4.) Click Create Share Link.
5.) Click Copy.
6.) The link is now in your clipboard. You can paste the link wherever you would like to share the Spek externally.
How to Copy Spek Content into Emails
1.) Open the Spekit Add-In for Outlook.
2.) Find the Spek you would like to copy content from.
3.) Click Insert into Email.
How to Download Files
Please note, at this time, this functionality is only available for Windows users.
1.) Open the Spekit Add-In for Outlook.
2.) Find the File you would like to download.
3.) Click the download icon.