Keep your Deal Room content current automatically after every call. When you have a Teams call with a buyer, Spekit reviews the content in that buyer's Deal Room, flags anything the conversation made out of date, and offers a suggestion you accept or reject. There is nothing to trigger by hand, and nothing changes until you approve it.
ℹ️ How it fits together: a call is linked to a buyer through the Salesforce opportunity tied to the Deal Room, and Spekit uses the call to keep that Deal Room's content current. If any 1 of those links is missing, suggestions will not appear. See section 2.
1. What it does
Deal Room content is accurate the day a rep builds it, and drifts with every call after. A stakeholder changes, pricing shifts, a timeline moves. This keeps the content current at the level of the individual deal.
| What you get | Detail |
|---|---|
| Automatic detection | Tied to a real call, not a generic AI rewrite. A background pass runs on its own, with no button to press |
| Side-by-side review | The current text and the proposed replacement appear together, with the call detail shown as the reason |
| You stay in control | Every suggestion is a proposal. Nothing changes until you approve it |
| Deal-scoped edits | Accepted edits land on that Deal Room's own copy, so your team's master template is never touched |
2. What you need
All 4 have to be true. If suggestions never appear, work down this list first.
| Requirement | Why |
|---|---|
| A connected call source | The call insights come from Microsoft Teams or Gong. See [Admin Guide] Setting up the Microsoft Teams Integration |
| Salesforce Revenue Insights connected | Links the call to the right account and opportunity |
| The Deal Room linked to an opportunity | This is what connects the call to the Deal Room |
| The Deal Room already holds content | Suggestions only run when the room has at least 1 eligible Spek |
3. How you find out
You do not start this. It runs on its own after a qualifying call, and tells you in 2 places.
| Where | What you see |
|---|---|
| The Deal Room |
A banner reading New suggestions from your call with [account], with the call named and a count, for example "3 suggested updates across 2 items in this Deal Room". It has Dismiss and Review suggested updates |
| The AI Content Builder |
On the Create tab, a message reading "I found 1 suggested update from [call]", with a Review button |
The deal owner and collaborators also get an email and an in-app notification. The in-app one names the count and the room, reading like "6 new content suggestions in Atlas Deal Room", so you can tell which deal it came from without opening it. In the Deal Room content list, each Spek with suggestions shows a small count badge.
ℹ️ What if I do nothing? Nothing changes. The flag stays until you accept or reject it. It does not clear itself.
4. Review a suggestion
- Select Review suggested updates from the banner, or open the flagged Spek.
- In the AI Content Builder, go to the AI insights tab. You will see Suggested updates with a count, and the call it came from.
- Each change is its own card. It shows a Replace label, a counter like 1 of 1, the old text struck through in red, and the new text underlined in green.
- Read the Reasoning line. It names what was said on the call that triggered the change.
- Select Accept or Ignore on each card. Accept all takes every suggestion on that Spek at once.
- Save after reviewing each Spek.
ℹ️ Note: the same strike-through and underline also appear inside the document, so you can see each change in place as well as in the card.
💡 Pro Tip: read the reasoning before you accept. The suggestion is only as right as the call it came from, and you are the one who knows whether the buyer meant it.
5. Manage your notifications
By default Spekit notifies you by email and in-app when a call surfaces suggested updates. These are personal settings and do not affect other collaborators.
- Open the Deal Room and select Deal Room settings, the gear icon.
- Go to the Notifications tab.
- Find Suggested content updates.
- Turn Email and In-app on or off, then select Save changes.
💡 Pro Tip: leave at least 1 notification on. The flag does not clear itself, so a notification is what tells you there is something worth reviewing before your next buyer touchpoint.
6. What is in scope
Knowing the scope prevents surprises about where suggestions do and do not appear.
| In scope | Not in scope for now |
|---|---|
| Deal Room-native Speks: customized copies of Source Speks, or Speks you create in the Deal Room | Files such as Google Slides, PowerPoint, Google Docs, and PDFs |
| Replace and append edits | Free-form editing before you accept |
| Accept or ignore, per card or all at once | Source Speks that live only in Topics |
ℹ️ Only Speks in the Deal Room get suggestions. They do not trigger on a Source Spek that lives only in a Topic. To get suggestions on that content, add a customizable copy of it into your Deal Room. Suggestions never touch your team's master template, only the Deal Room's own copy.
7. Use cases
These are the moments where a stale line in a Deal Room actually costs you something.
| Situation | What the suggestion does |
|---|---|
| A timeline slips on a call | Flags every Spek referencing the old date and shows the new one beside it, so the buyer never opens a doc with a dead date in it |
| A new decision maker appears | Flags the stakeholder and success-criteria lines, so you are not sending a summary that quotes someone who left the account |
| Pricing or seat counts change | Flags the old figures with the new ones underlined, with the call as the reason |
| A deck built as a Spek | Flags the affected sections so you update before the next conversation, instead of reworking a slide file by hand |
8. Best practices
These 4 habits keep the feature useful rather than noisy.
| Best practice | Why it matters |
|---|---|
| Check your Deal Rooms after every call | Make it a post-call habit. The flag does not clear itself |
| Read the reasoning before you accept | Every suggestion names the call detail that triggered it. Accept only if the change is right |
| Report what misses | If a suggestion overwrites a manual edit you made on purpose, ignore it. That feedback improves suggestions over time |
| Use customizable copies in your Deal Room | Suggestions only run on Deal Room-native Speks, not on a Source Spek from a Topic |
9. Common questions
Do I have to trigger this? No. It runs on its own after a qualifying call.
Will it change my content without asking? No. Nothing changes until you select Accept.
Does accepting change the master template? No. Accepted edits land on that Deal Room's own copy.
Why am I not getting suggestions? Work down the 4 requirements in section 2. The most common misses are a Deal Room that is not linked to an opportunity, and content that lives only in a Topic.
What happens if I ignore everything? Nothing. The flag stays until you act on it.