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How to Use and Create Templates

  • Updated

Stop starting from scratch. Templates give you and your team an approved, on-brand starting point for any content you create in Spekit — whether you're building internal enablement, a deal room, or anything in between.

Prerequisite: All users can use templates. Creating and publishing team templates is restricted to Account Admins and Team Admins. Viewers can access templates if Deal Rooms are enabled for their organization.

 

📌 Quick-Jump Topics

 

1. How to use a template

When creating a new Spek, you'll be prompted to either select a template or start from scratch. The template picker is organized into two tabs — Internal and Deal Room — so you can find the right starting point for what you're building.

 

From the template picker you can:

  • Search for a specific template by name
  • Filter by Team, Spekit, or Created by you
  • Browse Popular templates at the top
  • Sort All Templates by Recently Created or A-Z

 

Once you find the template you want, click Use this template to open it in the AI Content Builder, or click Start from scratch to skip templates entirely.

 

Building from a template (4 steps):

  1. Select a template — Pick a template that fits what you're creating, or start from scratch
  2. Add your context — Pull in sources like Gong calls, decks, or notes for the AI to draw from
  3. Ask AI to create or edit — Prompt the AI on what to build, e.g. "Summarize pain points" or "Draft objection responses"
  4. Refine & style — Polish in the editor or keep prompting until it's ready to share

 

2. How to convert existing content into a template

Already have a Spek that works well and want to make it reusable? You can convert any existing piece of content into a template directly from the editor.

  1. Find the Spek you want to convert
  2. Click Edit
  3. Scroll down to the Type field
  4. Change the type from Content to Template
  5. Add Template Instructions — describe what the template is for and how it should be used (e.g. "Executive summary for late-stage enterprise deals — helps reps frame business impact and align stakeholders before a final review")
  6. Toggle Template for external use on if you want it available in the Deal Room template gallery and shareable externally
  7. Save your changes

💡 Pro Tip: Template instructions help both the AI and your users understand how to get the most out of the template. Be specific about the use case and audience.

 

3. How to create a new template from scratch

Prefer to build a template from the ground up? You can create one directly from the +New flow.

  1. Open the Spekit Web App
  2. Click + New
  3. Select Start from scratch
  4. Build out your Spek content
  5. Under the Type field, select Template
  6. Add your Template Instructions
  7. Toggle Template for external use on or off depending on whether you want it available in the Deal Room gallery
  8. Click Publish

📌 Note: Presentation Mode (turning a Spek into a live presentation deck) is only available for content that is marked as externally shareable.

 

4. Finding templates in search

Templates are now surfaced directly in search results. When you search in Spekit, look for the Templates tab to quickly find any template by name without opening the template picker.

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