How to Create or Share a Deal Room in Outlook

Spekit's Outlook add-in brings full Deal Room functionality directly into your inbox — available on both Outlook Desktop and Outlook in your browser. You can create a Deal Room, add content to it, and share the link with a buyer without ever switching to the Web App or Chrome Extension.

Prerequisite: The Spekit Outlook add-in needs to be installed and connected to your account. If you don't see the Spekit panel in Outlook, check with your Spekit admin.

1. Create a Deal Room in Outlook

1. Open the Spekit add-in in Outlook (available in both Outlook Web and Outlook Desktop).
2. Click + New, then select Create a Deal Room.
3. Choose or add the company the Deal Room is for, same as you would in the Web App — search for a matching Salesforce Opportunity, or enter the company name directly.
4. Set your branding, access controls, and notification preferences.
5. Click Create Deal Room. It's now created in Spekit and accessible from Outlook going forward.

Since you're already in your inbox, this is especially useful right after a call or an email exchange — you can stand up the Deal Room while the context is still fresh, without breaking your flow to open another tab.

2. Add Content to a Deal Room in Outlook

1. Open the Spekit add-in in Outlook.
2. Search for any externally shareable content, or use the AI Recommendations feature to surface content based on the email you're drafting.
3. Hover over the Share button and select Add to Deal Room.
4. Select the Deal Room from the dropdown list.
5. Choose whether to add the content as a synced copy or a customized copy.
6. Review your selections, then add them to the Deal Room.

3. Share a Deal Room in Outlook

1. From the Spekit Outlook add-in, open the Deal Room you want to share.
2. Share the Deal Room link in your email using either method:
   • Use the Insert into Email option, or
   • Click Copy Share Link and paste it into the email manually.

Because this lives inside Outlook, you can create the Deal Room, add content, and paste the share link into your email in one continuous flow — no tab-switching, and no exporting or re-uploading files from somewhere else.