Turn what was said on your Teams call into Deal Room content, without rewriting it by hand. If you have access to a Deal Room, you can use the AI Content Builder to create and update content there, grounded in a real call or an uploaded transcript. The AI works only from the call you attach, so what it drafts reflects your actual conversation with the buyer, not generic filler.
ℹ️ Who this is for: reps and other Viewers with Deal Room access. You can create and update content and templates inside the Deal Rooms you have access to. For content the whole team uses, that is an Expert or Account Admin task. See [Admin Guide] Create and Update Content from Your Teams Calls with the AI Content Builder.
1. What you can do
Inside a Deal Room you have access to, you can create new content and update existing content, including templates. Here is what each one is for.
| Task | When to use it |
|---|---|
| Create new content | You need something that does not exist yet, like a recap of today's call |
| Update existing content | A Spek in the room is now out of date after what the buyer said |
| Fill in a template | You are starting from a saved follow-up or recap template |
ℹ️ Note: this is different from suggested updates, which Spekit offers on its own after a call. See [Admin & Rep Guide] Update content with suggestions from your Teams calls.
2. Attach your call
The core move is always the same: attach the call, then prompt.
- Open the content you are working on in your Deal Room, or start a new piece of content there.
- Open the AI Content Builder and select + Add context sources.
- Choose Transcripts. Your recent calls are listed already, and you can search for older ones.
- Hover the call you want and select + Add. Teams calls carry the Teams icon.
- Type your request in the prompt box, then review and save.
ℹ️ Note: you can attach 1 transcript at a time. The panel says Max 1 transcript above the list. If your call is not there, select Upload transcript and upload a .txt file.
💡 Pro Tip: the editor has a Doc and Slides toggle in its header. If you are building something to walk the buyer through, switch to Slides before you prompt.
3. Prompt examples for a deal
Once your call is attached, prompts like these work well for a single deal.
- "Draft a follow-up for this Deal Room using the next steps and timeline we agreed on in the call."
- "Update this follow-up template with the pricing question the buyer raised and how we answered it."
- "Create a recap of today's call for this Deal Room, listing what each side committed to."
- "Pull the buyer's stated priorities from this call into a short summary for the Deal Room."
- "Add a section covering the security questions the buyer asked, and how we answered them."
💡 Pro Tip: update your Deal Room content the same day as the call, while the details are fresh. Attaching the call and prompting for the next steps takes a minute and keeps your next buyer touch accurate.
4. Use cases
These are the everyday moments where this saves a rep real time.
| Situation | What to do |
|---|---|
| The call ran long and you took no notes | Attach it and ask for a recap listing what each side committed to |
| The buyer asked something you half-answered | Ask for a section covering the question, then tidy it before they see it |
| Your follow-up template is generic | Attach the call and ask it to rewrite the template around this buyer's words |
| The timeline changed on the call | Ask it to update the mutual plan with the new dates |
| A new stakeholder joined | Ask for a short summary they can read without the back history |
5. Best practices
These 4 habits keep the output usable and keep you in control of what the buyer sees.
| Best practice | Why it matters |
|---|---|
| Attach the call before you prompt | Grounding the AI in the real conversation keeps the draft true to what was said |
| Say what to change when updating | Name the objection, timeline, or next step, rather than a vague "update this" |
| Keep it to this deal | Your content here lives in your Deal Room. Prompt for what this buyer needs, not a team-wide asset |
| Review before you save | The AI drafts from the call, but the content going to your buyer is yours. Read it first |
6. Common questions
Can I do this with a Teams call and a Gong call? Yes. Both appear in the same list, each with its own icon.
Can I attach more than 1 call? No. 1 transcript at a time.
Does my edit change the team's version? No. Content in your Deal Room is that room's own copy.
My call is not listed. What now? Search for it first. If it never arrived in Spekit, see Troubleshooting the Microsoft Teams Integration. You can also upload a transcript file.
Can I build a deck this way? Yes. Switch the editor to Slides before you prompt.