Spin up a deal-ready workspace in minutes — not hours
After a call, momentum is fragile. Sellers lose time pulling decks, structuring content, and setting up a Room — while buyers wait.
AI Deal Builder creates a ready-to-share deal workspace from just a few inputs, so you can move from conversation to execution immediately.
No blank canvas. Just a structured Room built for how deals actually move forward.
What AI Deal Builder does
AI Deal Builder generates a complete Room based on:
Company and deal context
Deal type (e.g. Enterprise, QBR)
Your existing materials
It automatically:
Proposes a clear Room structure
Places content in the right sections
Sets up a workspace buyers can engage with immediately
You start with a strong default — then refine if needed.
Where to find it
Go to the Rooms dashboard
Click New Room
Choose AI Deal Builder under Create a Room
How it works
1. Enter company name
This anchors the Room to the buyer context.
2. (Optional) Connect a CRM deal
Pulls in deal metadata to ground the workspace in real context.
3. Select deal type and deal stage
For example: Enterprise, QBR, or other deal motions.
(Deal type and stage would be imported automatically in case CRM is connected)
4. Add inputs to guide the build
You can:
Upload up to 15 files from your library
Upload up to 3 files (350MB each) from your computer
Add a short free-text prompt describing what the Room should focus on
example:"Create a tab named "Research" and place all "research.docx" files there".
"Create a text section for me to enter my notes and call it "ideation".
The builder processes these inputs and generates a structured outline.
Review and finalize the Room
Before creating the Room, you can:
Preview the proposed structure
Reorder or move sections
Adjust what’s included
Not what you wanted? Click Start over to redo the setup.
After the Room is created
The Room is fully editable. You can:
Tweak copy
Add or remove tabs
Refine content over time
AI Deal Builder gets you to a strong starting point — not a locked outcome.
Tips for best results
Include a capabilities deck, pricing overview, security / FAQ, and 1–2 customer stories for a strong first outline
Use clear file names (e.g. Salesforce_Integration_Overview.pdf) so content is placed correctly
Don’t overthink the inputs — you can always refine after the Room is live
When to use AI Deal Builder
Right after a discovery or next-steps call
When you need to respond fast without losing quality
When setting up consistent, repeatable deal workspaces at scale
If you want, next we can do:
AI Content Generator
Stakeholder Mapping
Or align this article tighter with the AI Deal Workspace narrative across all five features