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Studio is where intelligence becomes action. Every other module in PG:AI builds intelligence - Territory scores your accounts, Account gives you deep research, Contact maps the people, Monitoring watches for changes. Studio is where you use all of that to actually do something. It’s the workspace where your team converges with AI to answer questions, create polished documents, run automations, and complete work - all without leaving the context of enriched account intelligence. No jumping between tools. No copying and pasting data. Just work, grounded in truth.

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Who it’s for

Account executives & strategic account managers - Your day-to-day workspace for research, document creation, automation, and task management. Use it to prepare for meetings, create executive deliverables, and scale your account work.Sales leaders & RevOps - Oversee team productivity, enforce consistency in messaging and processes, set up automations for high-volume work, and track account progress.

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What you can do in Studio

AI Assistant

Have natural-language conversations with an agent that knows your accounts. Ask questions, request research, get answers grounded in real intelligence - not generic web search results.

Canvas

Create polished documents in minutes: executive briefings, engagement plans, competitive analyses, proposals, and more. AI-generated from your account intelligence, then refined with editing.

Workflows

Automate multi-step work: batch research across accounts, email sequences, lead scoring, narrative generation, and anything else you can describe.

Projects & Tasks

Organise work into containers. Queue tasks for completion. Let the AI Agent tackle proactive work on your behalf.

Account Toolbar

Access quick actions, filtered intelligence, and context-aware tools without leaving your account view.

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Key benefits

No manual pasting

The agent has full context of enriched account data. Ask questions naturally - intelligence flows in automatically.

Consistent quality at scale

Templates and AI generation ensure your entire team produces professional, account-specific deliverables.

Compounding knowledge

Every document, conversation, and workflow builds on your prior work. Your team’s institutional knowledge grows over time.

Grounded in real data

No hallucinations. Every answer and document is rooted in enriched intelligence about the account, your tech stack, and verified data.

Proactive execution

The AI Agent completes work on your behalf - batch research, outreach sequences, task creation - triggered by your workflows.

Work stays connected

Research conversations feed into documents. Workflows trigger tasks. Documents surface in briefings. Everything builds on everything else.

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How the pieces connect

Think of Studio as an integrated work engine:
  1. Start in AI Assistant - Have a conversation about an account. Ask questions, explore angles, gather research.
  2. Turn conversation into Canvas - Take insights from your chat and spin up a polished executive briefing or engagement plan.
  3. Automate with Workflows - Batch that process across 50 accounts. Run it weekly. Trigger it from Monitoring alerts.
  4. Organise in Projects & Tasks - Group related work together. Queue tasks for the team or the agent to tackle.
  5. Quick actions in Account Toolbar - Access everything you need without context-switching.
Every piece is optional. Use just the AI Assistant if that’s all you need. But the real power comes from combining them - intelligence → documents → automation → execution.

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Connections to other modules

Studio brings together intelligence from across PG:AI. Here’s how it connects:

Account Intelligence

Canvas and AI Assistant draw from strategic priorities, financials, tech stack, org charts, and enrichment history to produce grounded documents and answers.

Territory & Scoring

Workflows surface scoring data for segment-specific work. Trigger automations based on account health scores.

Contacts & Org Charts

AI Assistant and Canvas pull contact data for stakeholder mapping, outreach personalisation, and engagement planning.

Monitoring & Alerts

Workflows are triggered by Monitoring alerts. Turn signals into action automatically.

Settings & Templates

Define company personas, value propositions, and document templates that power AI generation across Canvas and Workflows.

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Get started

Begin with the AI Assistant - just ask a question about an account and explore what’s possible. Once you’re comfortable, try generating a Canvas document to see how Intelligence becomes a polished deliverable. From there, Workflows and Projects & Tasks are there when you’re ready to scale. Each module is designed to work independently, but the most powerful outcomes come from using them together.