Your customer calls are packed with deal-specific context. Drop a transcript or your rough notes into the AI Content Builder, and get back a structured, on-brand executive summary, proposal, or mutual action plan in seconds. This guide covers both paths, from a Gong call and from notes you paste in.
ℹ️ This works with or without Gong. With Gong, pull a call directly. Without it, upload a transcript or paste your notes. To learn the editor first, see Create content from scratch.
Good use cases
Call content works well for a few common pieces.
| Piece | What it does |
|---|---|
| Executive summary or business case | Summarizes key priorities and pain points, and updates after every call. |
| Mutual action plan | Turns discussed next steps into a timeline with clear owners. |
| Follow-up one-pager | Addresses specific prospect concerns in their own words, and pulls in product or competitive info from your Spekit hub. |
Step 1: Generate from a transcript
- Open or create a Deal Room.
- Click + Content or + Add content, then Start from scratch or Select a template (for example, Executive Summary or Mutual Action Plan).
- In the AI Content Builder, go to Add context sources and choose Transcripts. Add a Gong call if Gong is connected, or click Upload transcript to add a .txt file manually.
- Add a prompt telling the builder what to focus on, for example "Summarize key pain points and next steps from this call."
- Generate, make quick inline edits, and your content is ready.
💡 Pro Tip: No Gong? The Upload transcript option lets you add a .txt transcript by hand, so you still get call-based content without the integration.
Step 2: Generate from notes
If you do not have a transcript, your rough notes work too.
- Paste your raw call notes into the editor. The editor usually holds more text than the prompt box.
- Add a prompt telling the builder what to focus on, for example "Turn these rough notes into an executive summary."
- Generate, make quick edits, and your content is ready.
💡 Pro Tip: You can combine notes with a web source. Add a Web source in Add context sources to pull in public info about the prospect's company alongside your notes.
Best practices
| Best practice | Why it helps |
|---|---|
| Be specific in your prompt | "Create an executive summary for a CFO focusing on ROI and timeline" beats "summarize." |
| Attach a Spek as a source | Reference a competitor overview or product one-pager so the draft uses your approved content. |
| Use @ and / shortcuts | Embed content or add your logo right in the editor. See AI Content Builder shortcuts and power features. |
| Iterate with follow-ups | "Shorten the intro" or "make the tone more professional" quickly perfects the draft. |
Troubleshooting
| Problem | Fix |
|---|---|
| Missing a transcript | Confirm your Gong integration is connected, or upload a .txt transcript manually in the Transcripts source. |
| Not sure where to start | Reach out to your enablement team, or ask AI Sidekick for help getting started. |