On-Brand Customer Deck Builder

Deck Builder: clone marketing's GTM templates, pick on-brand layouts and fill a customer deck for review

Intermediate🧩 Installable templateAEEnterprise sales

What it does

Clones marketing's GTM deck templates, picks on-brand layouts, and fills in a customer deck that you review before using it.

Who it's for
AE
GTM motion
Enterprise sales
Building blocks
Bot templates, Connectors/MCP
Complexity
Intermediate

Setup + template 🧩 Installable template

🔒 Prerequisites, trigger, step-by-step setup and the installable template.

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More Decks use cases

🧩 Installable templateSimple

Mid-Call Deck Updater

Deck Updater (official): update the customer deck from discovery notes mid-call or right after, with next steps baked in

An official template that edits your deck from discovery notes during the call or right after it, so you leave with an updated slide and next steps already in the deck.

AEFounder / GTM Lead

From: SpaceXAI official gallery template (Deck Updater)

x.ai ↗🔒 Setup
Intermediate

Case-Study Slide Builder

Case-study slide bot: customer blog post → finished slide in your master deck

A slide bot with one fixed case-study template (logo → problem → solution → impact → quote) turns a customer blog post or call notes into a finished slide in a master Google Slides deck, working on its own computer; batches several customers per message and can run as a routine that looks for new customer posts worth a slide.

AECustomer Success / AM

From: Amrita, xAI field engineer (session notes by unicodef1wn)

🧩 Installable templateIntermediate

Meeting Recap Deck

Meeting Recap Deck: post-meeting recap in your slide template + Friday roundup

Turns meeting notes into a recap deck in your own slide template, working from notes you paste or upload, and never invents a quote. After a meeting it drafts the recap for you to check. A Friday roundup lists recaps that went out, drafts still unsent, and next steps past their date. It can also turn next steps into tickets.

AECustomer Success / AM

From: Krista Letz (@kristaletz)

x.ai ↗🔒 Setup
🧩 Installable templateIntermediate

EBR Renewal Deck Builder

EBR & Value Deck Builder: monthly renewal-deck reminder (renewals ≤120 days)

On the 1st of each month, flags renewals within 120 days and builds EBR / value decks from CRM, call, and usage data. It also builds a 'three whys' deck (why change, why now, why us) for prospects.

Customer Success / AMAE

From: Krista Letz (@kristaletz)

x.ai ↗🔒 Setup
Intermediate

Live Discovery Slide Builder

Live discovery slide built during the call (Granola → Figma deck)

A Slides Bot owns customer decks in Figma using your brand system and a master deck it maintains. Stop the Granola recording 5–10 minutes before the call ends and it builds a slide from what the customer just said in discovery. Close the call on it or use it as the next call's opener.

AE

From: Krista Letz (Enterprise GTM, SpaceXAI)

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