Turn calls, notes, and documents into deal-ready content — in minutes
Aligned now help you use AI to turn your business case, meeting recap, or an onboarding plan into a high quality, structured, buyer-ready content.
Simply choose the section which fits your needs, upload your source - and let AI do the rest.
✅ Tip: Use it to keep everyone aligned, save time, and ensure consistency across all stakeholders.
What will be generated per section?
Each content type is its own section in the Room, with its own row in the section picker:
Section | What it produces | Best used for |
Business Case | Text section | Building internal justification for your champion |
Executive Summary | Text section | Getting your buyer up to speed fast |
Meeting Recap | Text section | Confirming what was agreed after a call |
Proof of Concept Plan | Text section | Framing scope and success criteria for a POC |
Onboarding Plan | Next Steps section | Handing off to CS with a clear task plan |
Project Plan | Next Steps section | Mapping delivery stages and owners |
Who can use it?
Plans:
Pro and Enterprise plans - unlimited use.
Free and Basic - 3 generated sections added to a Room per user.
Mobile: Not supported. Generate on desktop.
How can I get there?
Each content type appears as its own section when you add a section:
In your Room, click Add Section (+)
Press the “AI sections” in the section list
Pick the section you want: Business Case, Executive Summary, Meeting Recap, Proof of Concept Plan, Onboarding Plan, or Project Plan
Permissions
Any Room member with edit access can generate a section.
Once added, the generated sections behave like any other section — anyone with edit access can change them.
Buyers see the finished section only. They never see the generator or your sources.
How to generate a section?
Step-1: Click Add Section (+) and choose the type you want to generate.
Step-2: Add your sources in the drawer
Add a mix of source types for the strongest results — a call plus a deck beats either alone.
Free text — paste notes, key points, or context
PDF upload — up to 4 files, 10MB each
Library files — you can reuse PDFs already in your Content Library
Gong recordings — up to 3 calls per generation
Step-3: Set Client Type and Length
Client Type — SMB, Mid-Market, or Enterprise. Default: Mid-Market.
Length — Concise, Regular, or Detailed. Default: Regular.
One option per category.
Example: Choose Detailed for a business case going to a CFO; Concise for something a buyer will skim.
Step-4: Generate
Click Generate and wait for the draft.
Review the draft in the drawer and click Refine to adjust it.
Once you’re done, click “Add to room” and the content will appear in its new dedicated section.
After you add it to the Room
The section is fully editable, like any other Room section
It's no longer connected to the generator — to regenerate, create a new section
You can comment on it, attach tasks and files, and include it in a Template for future deals
Good to know
Refreshing or duplicating the page closes the drawer, and your progress isn't saved.
You can generate from multiple browser tabs at once — each creates its own section.
Next Steps sections arrive with stage names and steps only. Add assignees and due dates in the Room.
Editing the generated section happens in the Room, not in the drawer, once the section is added.
Tips
Combine multiple input types for richer output.
Match Length to who's reading — execs skim, champions read
Save a strong output as a Template so the next rep starts from your best version