Adding Content to a Deal Room: Starting From a Template

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 heavy lifting. This article walks through picking a template, attaching your sources, and prompting your way to a finished piece — start to finish, inside your Deal Room.

Step 1: Open the AI Content Builder from your Deal Room

1. Open the Deal Room you're working in.
2. Click + New (or Create) from inside the Deal Room.

Step 2: Select a template

You'll be prompted to choose how to start: pick a template, add videos/images, embed an iframe, or build from scratch. For this article, choose a template.

You have three options, you'll see most popular ones first.

You can SEARH for a template, or BROWSE

1. Browse a Spekit provided template
2. Browse a template your Team Created
3. Browse a template Created by You - click this article to learn how to create a template.

Spekit has templates for the situations you hit most as a rep — executive summaries, mutual action plans, case study pages, and more. 

Your team also has created templates and Pick the one closest to what you're trying to build, even if it's not a perfect match. You can always adjust it with prompts.

Step 2: Attach your sources

Full article here

This is the step that separates a generic-sounding page from one that actually reflects the deal. Before you prompt anything, attach whatever's relevant:

• Existing Speks — pull in an approved battlecard, one-pager, or case study
• Files — anything synced from Google Drive, SharePoint, or Confluence
• Uploaded docs — PDFs, decks, or screenshots from your computer
• Recorded Gong calls — let the builder pull directly from what was actually said on the call

Why this matters: if you attach nothing, the AI Content Builder automatically grounds itself in your company's approved content library and pulls in whatever's relevant on its own. If you attach specific sources, it uses only those sources and skips the broader search — giving you tighter control over exactly what shows up. Fewer, more relevant attachments beat a pile of loosely related ones.

Power move: type /google in your prompt to add a live web search as an extra source — useful for pulling in public info about the prospect's company. You can combine it with attachments, e.g. /google plus a Gong call.

Step 3: Prompt in plain language

You don't need to know HTML or CSS — just describe what you want in natural language. A few real examples that work well for deal room content:

"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)
• Say explicitly what should change and what should stay the same

Avoid writing HTML or design instructions yourself — describe the feel you want (clean, scannable, mobile-friendly) and let the builder translate that into layout.

Step 4: Refine with small follow-ups

Once you have a first draft, small prompts go a long way. A few you can reuse on almost anything:

• "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."

Don't try to fix everything in one giant prompt — iterate in small steps. It's faster and gives you more control over what actually changes.

Step 5: Review, then add to the Deal Room

Give the draft one last read before it's customer-facing — check accuracy against your sources, confirm branding looks right, and make sure nothing from the AI's general knowledge slipped in that shouldn't be there. Then save it directly into the Deal Room.

Quick recap:

1. Open the Deal Room → + New → choose a template
2. Attach your sources (Speks, files, Gong calls) — or leave blank to auto-ground in your knowledge base
3. Prompt in plain language, describing structure and tone
4. Refine with small follow-up prompts
5. Review for accuracy, then it's live in the Deal Room