accountmade documentation
Generate your first governed deck
accountmade turns your approved sources and claim library into account-specific decks that trace back to evidence. Every buyer-facing claim is governed, and buyer-ready export stays blocked until unsupported or restricted claims are resolved. This guide walks the workflow most teams use on day one.
What to do first
Most teams get value fastest when they follow this order:
- Set up the brand kit so colors, typography, and voice are fixed constraints the generator can't override.
- Add and approve the sources that should ground your claims, then build out the claim library.
- Add the account — the buyer, stage, concerns, and next meeting — and generate an account-specific deck.
- Resolve anything the claim check flags: a reviewer approves needs-review and unsupported claims.
- Export the buyer-ready deck once the governance gate clears, or share a tracked link.
Choose the page that matches your next task
Claim Library & claim packs
Approve sources, curate claims with risk and allowed context, and group them into reusable claim packs.
Generate and check claims
Generate an account-specific deck, review the claim check slide by slide, and keep every claim grounded.
Brand, claims, and sources
Set the brand kit the generator is locked to, and manage the approved sources that ground your claims.
Reviewer workflow
See how reviewers approve claims in the queue, assign reviewer roles, and clear the export gate.
Members and billing
Invite collaborators, assign reviewer roles, and manage the workspace billing unit, seats, and plan state.
Share and export
Understand the fail-closed export gate, share a tracked buyer link, or export the brand-true PPTX and PDF.
What to have ready
- Brand materials — logo, palette, type, and approved layouts — so the workspace starts with the constraints the generator is locked to.
- Approved source material for any claim that needs to be precise, attributable, and easy for a reviewer to trace.
- A specific account in mind: the buyer, their stage and concerns, and the next meeting the deck is for.