Build & tailor

Turn a Deck or Process Doc into a Space

Upload your sales deck or onboarding process doc and let AI turn it into a space or template with pages, an action plan and content blocks.

AI Agent Prompt

Copy

I've uploaded [our sales deck / our onboarding process document]. Review it and turn it into [a digital sales room for {{companyName}} / a reusable onboarding template]. Create pages and content blocks based on its structure – but make it feel like an interactive space, not a presentation. Turn phases or steps into an action plan with milestones and tasks. Keep the content concise and scannable.

What the AI creates

The AI reads your file and creates pages, content blocks and an action plan – turning slides or process steps into an interactive, navigable space.

Pro Tip

Works with PowerPoint, PDF, Word and exported Google Slides. Upload the file and the AI handles the rest – just review and personalize for the customer.

More AI Agent Use Cases

Roll Template Updates Out to Running Spaces

Updated your template? Bring the new pages and tasks into spaces that are already in progress – without touching anything customer-specific.

Keep templates in sync

Copy a Section into the Template or Another Space

Built something great for one customer? Copy it into your template so every new space gets it, or into another customer's space.

Keep templates in sync

Compare Spaces to Their Template

See what your team changes after creating a space from a template. The edits that keep coming back show you exactly what the template is missing.

Keep templates in sync

See all use cases

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