How to Create Content from a Call Transcript or Notes in a Deal Room
Your customer calls are packed with deal-specific context. Drop a transcript directly into the AI Content Builder and get back a fully structured, on-brand executive summary, proposal, or mutual action plan in seconds.
Top Use Cases 🤝
Executive Summary or Business Case
Summarize key priorities and pain points for a dynamic document that updates after every call.
Mutual Action Plan
Convert discussed next steps into structured timelines with clear owners whether that's for a deal you're trying to close or an active customer in implementation.
Follow-Up One-Pager
Tailor collateral to address specific prospect concerns using their exact language and pulling in specific competitive, product or services information from your Spekit hub.
Generate from a transcript
Open a Deal Room: Go to Deal Rooms and open or create a room.
- Select a Template or Start from Scratch: Choose a pre-built template (e.g., Executive Summary or Mutual Action Plan).
- Attach Transcript: In the AI Content Builder panel, click Sources > Meetings to link a Gong call, or upload a
.txtfile. - Add a Prompt: Tell the builder what to focus on (e.g., "Summarize key pain points and next steps from this call").
- Generate & Refine: Click generate, make quick inline edits, and your personalized content is ready to send.
Generate from Notes + 3rd party research
- Copy paste raw notes into Template or empty editor: Copy paste your rough call notes right into the editor (usually holds more characters than the chat)
- Add a Prompt: Tell the builder what to focus on e.g., "Turn these rough notes into an executive summary".
- Generate & Refine: Click generate, make quick inline edits, and your personalized content is ready to send.
Pro-Tips for Success
1. Be Specific
Instead of "summarize," try: "Create an executive summary for a CFO focusing on ROI and timeline."
You can even reference specific Spekit content (ie. competitor overview) you want to reference in your content by attaching it as a source.
2. Use @ or / to access quick shortcuts.
Use @ to embed content (ie. a video) or add your logo directly in the editor
3. Iterate & Refine
Use follow-up prompts like "shorten the intro" or "make the tone more professional" to perfect the draft.
Troubleshooting & FAQs
Missing a transcript? Ensure your Gong integration is connected, or manually upload a .txt transcript file directly in the Sources panel.