The fastest way to build something a buyer will actually read is to start from a template and let the AI Content Builder do the work. This guide walks through picking a template, attaching your sources, and prompting your way to a finished piece, all inside your Deal Room.
ℹ️ To start from a blank page instead, see Create content from scratch. To save your own template for reuse, see Save your own content as a personal template.
Step 1: Open the AI Content Builder
- Open the Deal Room you are working in.
- Click + Content at the top or + Add content at the bottom.
- Under Create new content, click Select a template.
Step 2: Select a template
You can search for a template or browse. You will see the most popular ones first. Templates come in three groups.
| Group | What it is |
|---|---|
| Spekit | Templates Spekit provides for common rep situations, like executive summaries, mutual action plans, and case study pages. |
| Team | Templates your team created. |
| Created by you | Templates you saved for yourself. See Save your own content as a personal template. |
Pick the one closest to what you want to build, even if it is not a perfect match. You can adjust it with prompts.
💡 Pro Tip: Spekit has templates for the situations you hit most as a rep. Start with the closest match rather than a blank page, it is faster.
Step 3: Attach your sources
This is the step that separates a generic page from one that reflects the real deal. Before you prompt, attach what is relevant.
| Source | What it adds |
|---|---|
| Existing Speks | An approved battlecard, one-pager, or case study. |
| Files | Files synced from Google Drive or SharePoint. |
| Uploaded docs | PDFs, decks, or screenshots from your computer. |
| Recorded Gong calls | The builder pulls from what was actually said on the call. |
Why this matters: if you attach nothing, the AI Content Builder grounds itself in your company's approved content library and pulls in what is relevant on its own. If you attach specific sources, it uses only those and skips the broader search, giving you tighter control. Fewer, more relevant attachments beat a pile of loosely related ones.
💡 Pro Tip: Type /google in your prompt to add a live web search as a source, useful for public info about the prospect's company. You can combine it with attachments, like /google plus a Gong call.
Step 4: Prompt in plain language
You do not need to know HTML or CSS. Just describe what you want.
Example prompts that work well:
Using the attached call details, create an executive summary that highlights the customer's goals, key discussion points, and agreed next steps. Present this in a polished, customer-facing layout with cards and concise sections.
Create a step-by-step mutual action plan based on the attached content. Show each step in its own card with a short title, owner, and description.
Good prompts use clear everyday language, describe the structure you want (sections, cards, headers), and say what should change and what should stay the same.
💡 Pro Tip: Do not write HTML or design instructions yourself. Describe the feel you want, like clean, scannable, and mobile-friendly, and let the builder handle the layout.
Step 5: Refine and review
Once you have a first draft, small follow-up prompts go a long way.
Prompts you can reuse:
- Keep everything the same, but simplify it.
- Make this easier to scan for a busy reader.
- Improve mobile readability.
- Reduce text and increase spacing.
- Group related content more clearly.
Then give the draft one last read before it is customer-facing. Check accuracy against your sources, confirm branding looks right, and make sure nothing from the AI's general knowledge slipped in. When it is ready, publish it into the Deal Room.
💡 Pro Tip: Iterate in small steps rather than one giant prompt. It is faster and gives you more control over what changes.
Best practices
| Best practice | Why it helps |
|---|---|
| Start from the closest template | Less to change, faster to finish. |
| Attach specific sources for tight control | The AI uses only what you give it, so the output stays on point. |
| Refine in small prompts | Easier to control what changes than one big rewrite. |
| Always review before it goes live | Catches anything inaccurate before the buyer sees it. |
💡 Pro Tip: Save a version you love as a personal template, so your next deal starts even faster.
Examples
An executive summary from a call. You pick the executive summary template, attach the discovery call, and prompt the builder to highlight the customer's goals and next steps. A couple of refine prompts later, it is polished and in the room.
A mutual action plan. You start from the mutual action plan template, attach your notes, and prompt for a step-by-step plan with owners. You tidy the owners and dates, review, and publish.