Generate tailored deal content with Fluint's AI frameworks and discovery insights
1. Getting Started
- Navigate to a deal page with existing context (such as account notes or meeting transcripts)
- Click the "New Document" button at the top of the page
- Choose a content template from Fluint's prebuilt framework library:
- Business Cases
- Account Plans
- Internal Deal Briefs
- Post-Demo Recap Emails, etc.
2. Customizing Your Document
Before generating content, you can refine how Fluint uses your deal context:
- Select or deselect specific pieces of context (e.g., exclude technical demos for executive-level summaries, avoid including past generated documents)
- Feed additional prompting into the bottom box for extra tailored output (optional). Things like:
- "Write this for a CTO's perspective"
- "Write this document in Spanish"
- "Emphasize operations-based details and timelines"
3. Leveraging Discovery Gaps
Use Discovery Gaps to continuously strengthen your message and maintain deal momentum by:
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- Identifying discovery gaps in real-time
- Providing targeted questions for your champions
- Highlighting areas where specific numbers or metrics would strengthen your narrative
4. Exploring Frameworks
To access the complete library of pre-built frameworks, choose "Frameworks" from the home screen. Browse through available templates for any stage of your sales process.
To setup custom frameworks, check out our video guide: 📽️ Building Custom Frameworks.
Key Takeaways:
- Use Fluint to transform deal context into written content
- Start with a Business Case to anchor your sales process early
- Pick/choose only relevant context to feed Fluint AI when generating documents (to customize output and to avoid AI token limits)