Saving Content from Olli Homepage to a Deal

Adding output from Olli as context to a deal space, making it easy to find later.

Did you know that anything Olli writes for you can be saved as a document? Olli may create docs by default, but if he doesn’t - just prompt him with something like “summarize all that in a document for me” or even simpler: "put that into a document".

Then, anything in document-form can easily be saved to deals you’re working with a few clicks. We'll walk you through how to save anything Olli drafts for you to any deal space as context here.

Step 1: Use Olli to Generate Content

1. From your Fluint homepage, ask questions that get Olli strategizing and creating content for you (example: "Write discovery questions for my upcoming meeting with @[deal]" or “Research [this company/account] and write me an initial POV”
   
   
   
   
2. After Olli generates an initial response, scroll to see what he returned.
   1. Sometimes, it’s a mix of research, free-form text, and documents
   2. Often, Olli will automatically produce the output you requested in document form
3. If you want to save what Olli produced, but it’s not in doc form, simply prompt Olli to "put this into a document for me"
4. Wait for Olli to format the content into a document

Step 2: Access Documents/Olli Output

1. Once Olli is done answering questions or helping with your tasks, click the dropdown arrow (carrot) to expand and view any documents created for you:

2. Note, these sometimes get buried in Olli's replies! You'll need to scroll to look for them.

3. Once opened, scroll within the page  to review the entire content

Step 3: Save Documents you Want to Keep

Finding Olli's output useful, and want to add it to your deal space? Be sure to save your content via the steps below! This ensures that you can easily access Olli docs later on within the deals you're working, and enables Fluint AI/Olli to use that output as future context when referencing the deal, too. 

1. Scroll to the bottom of the document
2. Click the "Save" icon
   
   
3. Select the appropriate deal from your menu
   1. Important: Verify that the document attaches to the correct deal
4. *Don’t see your deal yet? No problem - you can easily create one!
   1. In a new tab, open up Pipeline View 
   2. Click 'New Deal' 
   3. Enter the domain (URL) for the target company 
   4. Head back to your Olli chat thread
   5. Refresh your screen
   6. You should be all set to save a doc to your new deal now!