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 from Fluint's variety of pre-built frameworks, like:
- Business cases
- Executive summaries
- Mutual action plans
- Internal prep, 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)
- Add custom instructions in the bottom box (optional), such as:
- Target audience (e.g., "Write this for a CHRO")
- Language preferences (e.g., "Produce this document in Spanish")
- Specific focus areas or emphases
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:
- Generate high-quality documents quickly using Fluint's AI-powered frameworks
- Start with a Business Case to anchor your sales process early
- Regularly review and address Discovery Gaps to strengthen your message
- Customize document generation through prompts and by carefully selecting context