Who this is for: AEs, BDRs, SCs, anyone creating account-specific content.Time: 2-5 minutes per piece of content.
Using the AI Assistant for Quick Content
For a single email, talking point, or question, use Agent → AI Assistant: Cold outreach:“Write a cold email to [Name], [Title] at [Company]. Reference their priority around [X]. We sell [what you sell]. Under 100 words.”Follow-up after a meeting:
“Write a follow-up email after my meeting with [Company]. We discussed [topic]. They’re concerned about [challenge]. Summarise what we covered and propose next steps.”Executive summary:
“Write a one-paragraph executive summary of [Company] for my manager. Focus on why they’re a good fit for us and what the opportunity is.”Discovery questions:
“Give me 5 discovery questions for my meeting with [Company]‘s [Title]. They’re prioritising [X] and currently use [competitor]. Focus on understanding their pain with the current approach.”
Using Canvas for Structured Documents
For longer or more structured content - account plans, meeting briefs, proposals - use Agent → Canvas:- Open Canvas and create a new document
- Choose a template or start blank
- Ask the AI to generate content with specific instructions
- Edit, refine, and share
“Create an account plan for [Company]. Include strategic context, stakeholder map, competitive landscape, and engagement strategy. We sell [what you sell].”Meeting prep brief:
“Create a one-page meeting prep brief for my call with [Name] at [Company] tomorrow. Include their top priorities, the competitive landscape, stakeholders, and 5 discovery questions.”Business case:
“Draft a business case for [Company] based on their strategic priorities. Frame the problem they have, the solution we provide, the expected outcomes, and the investment.”
Using Templates
If your team has configured workflow templates in Configuration, you can use pre-built templates that follow your team’s standard format. These are especially useful for:- Standardised email outreach sequences
- Account plan templates matching your methodology
- Meeting prep formats your team expects
- QBR decks following your company’s structure
Tips
- The AI is only as good as the intelligence. If an account hasn’t been enriched, the content will be generic. Make sure the account is in PG:AI and enriched before generating content.
- Edit before sending. AI-generated content is a starting point. Add your own voice, remove anything that doesn’t feel right, and make it yours.
- Use datasets for better output. If you’ve uploaded your product briefs and messaging to Configuration → Datasets, the AI will use your actual language and positioning.