> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getpg.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Canvas

> Document workspace for creating executive reports, engagement plans, and sales content with AI-powered generation grounded in account intelligence

A document workspace for creating executive reports, engagement plans, competitive analyses, and sales emails with AI-powered generation grounded in account intelligence.

Instead of starting from a blank page, Canvas generates a first draft using the company's actual strategic priorities, financial data, contacts, tech stack, and competitive landscape. You review, refine, and ship  -  getting 80% of the way to a finished document in minutes.

{/* IMAGE PLACEHOLDER: Screenshot of Canvas main view */}

## 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.

<Tip>
  Ask the agent to "tailor this for a \[CTO/CFO/CRO] audience" after generation to adjust the emphasis.
</Tip>

### 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.

<Tip>
  Feed in specific deal context after generation: "We're positioning against \[Competitor] and our champion is the VP of Engineering."
</Tip>

### 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."

<Info>
  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.
</Info>

## 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

Your team can access all documents. Previous versions are available for reference.

## Tips for better documents

<Steps>
  <Step title="Start with a template">
    Even if you plan to heavily customise, templates provide structure the agent can fill with data.
  </Step>

  <Step title="Generate first, edit second">
    Don't try to get the perfect document on the first pass. Let the agent generate, then refine.
  </Step>

  <Step title="Be specific in edit requests">
    "Make it better" is vague. "Make the executive summary 3 sentences and add their Q3 revenue growth" is actionable.
  </Step>

  <Step title="Refresh before important meetings">
    Intelligence data updates continuously. Regenerate or ask the agent to "update this document with the latest data" before a key meeting.
  </Step>
</Steps>

## Related modules

<CardGroup cols={2}>
  <Card title="Agent" icon="comments" href="/studio/the-agent">
    Explore accounts conversationally before generating structured documents in Canvas.
  </Card>

  <Card title="Workflows" icon="diagram-project" href="/studio/workflows">
    Automate document generation across multiple accounts at scale.
  </Card>

  <Card title="StudioMail" icon="envelope" href="/studio/agentmail">
    Include email context when generating account documents and follow-ups.
  </Card>
</CardGroup>