Key capabilities
- Template-based document generation with full account context
- AI-powered editing - rewrite, expand, refine, Q&A with the agent
- Multiple document types: executive reports, engagement plans, emails, competitive analyses
- Document library per account - build a knowledge base over time
- Full Intelligence access for content generation
Who it’s for
| Role | How they use it |
|---|---|
| Account executives & strategic account managers | Producing polished, account-specific executive briefings, research reports, engagement plans, and proposals |
| Sales leaders | Ensuring consistent, high-quality output across the team |
| Marketing teams | Generating account-based content |
Document types and when to use them
Executive briefing
When: Preparing for a QBR, executive meeting, or board presentation about an account. What it includes: Company overview, strategic priorities, financial summary, competitive landscape, key contacts, and recommended discussion topics.Strategic engagement plan
When: Planning your approach for a new or strategic account. What it includes: Account assessment, stakeholder mapping, value alignment, recommended engagement sequence, and timeline.Competitive analysis
When: Entering a competitive deal or preparing for a competitor displacement conversation. What it includes: Competitor identification, technology comparison, financial benchmarking, strategic positioning differences, and recommended talk tracks.Research report
When: Deep-diving on an account for territory planning, deal strategy, or executive review. What it includes: Comprehensive analysis across all Intelligence dimensions - strategy, technology, hiring, financials, and org structure.Editing with AI
After the initial generation, refine the document through conversation with the agent.Common editing commands
- “Make the executive summary more concise.”
- “Expand the competitive section with more detail.”
- “Add a section on their hiring trends.”
- “Rewrite the value proposition for a technical audience.”
- “Remove the financial section - this meeting is operational, not strategic.”
- “Add bullet points summarising the key risks.”
The agent has full access to the Intelligence profile during editing. Requests like “add their top 3 strategic priorities to the introduction” pull from live data.
Building a document library
Canvas documents persist on the account. Over time, you build a library:- The research report from when you first qualified the account
- The executive briefing updated before each QBR
- The competitive analysis refreshed when a new competitor entered the deal
- The engagement plan revised after the champion changed
Tips for better documents
Start with a template
Even if you plan to heavily customise, templates provide structure the agent can fill with data.
Generate first, edit second
Don’t try to get the perfect document on the first pass. Let the agent generate, then refine.
Be specific in edit requests
“Make it better” is vague. “Make the executive summary 3 sentences and add their Q3 revenue growth” is actionable.