Adding Content to a Deal Room from Google Drive (or by Uploading)

You don't have to rebuild a deck from scratch to get it into a Deal Room. This article covers three ways to get outside content in: pulling in something already synced, personalizing your own copy of a Google file, and uploading a file directly.

Option 1: Add an already-synced Google Drive file from the file itself

If your team syncs Google Drive content into Spekit, you'll see it available as regular content in the Content Libary— no extra steps needed to add it to a Deal Room:

1. Find the file inside Spekit (search, or browse the relevant Topic) or Add From Content Library
2. Open it and use the standard Add to Deal Room action, the same way you'd add any other piece of content.

Option 2: Add an already-synced Google Drive file from the content library

From inside the Deal Room:

1.  Open the + Content menu in the editor.
2. Select Content Library

3. Search and select the files to add

Option 3: Add a Google Drive file right from any Doc or Slides

In Google Drive itself, the Spekit Chrome Extension shows you two buttons directly on synced files:

• Add to Deal Room — appears on any file you have download-and-copy permissions for, or one an admin already synced
• Synced to Deal Room — shown once a file is already added; clicking it opens that Deal Room directly

Option 4: Customize your own copy before sharing

Some Google Docs, Slides, and Sheets are set up by your admin team to be customizable — meaning you can generate your own editable copy for a specific buyer, without touching the original.

1. Navigate to the content in Spekit and open it.
2. Click the Customize button to generate a personal copy.

1. Confirm the action in the pop-up by clicking Customize again.
2. The file opens in a new tab, fully editable, and saved to your own Google Drive.
3. Use Add to Deal Room (from inside the Google app) to share it instantly.

Before this works the first time, your Google account needs to be connected to Spekit and you'll need the Spekit Chrome Extension installed — you'll be prompted for this automatically the first time you try, or you can connect ahead of time in your Spekit settings.

Note: not every file supports this — customization only shows up when your admin team has specifically enabled it on a piece of content. If you don't see a Customize button, the file either isn't set up for it or your Google permissions on it don't include download-and-copy access. Ask your Spekit admin if you think it should be there.Which one should I use?