Create Decks

A deck is one of the deliverables AccountMade can produce from your approved material — alongside documents and questionnaire answers. Like the others, it's a transform over that material, not a blank canvas: you approve sources, curate claims, and AccountMade authors the deck for a specific account. This page covers that path end to end.

1. Approve sources

Sources are the material the workspace is allowed to draw on — a website, a doc, a PDF, pasted text. Add them from Claims. Each source carries provenance and staleness: if a source changes or is removed, the claims built on it are flagged so decks don't quietly ship outdated facts.

2. Curate the claim library

Claims are the governed units of truth extracted from your sources. The Claims surface holds all of them in one place. Each claim carries:

  • Provenance — the source and passage it came from.
  • Risk level — how sensitive the statement is to make to a buyer.
  • Allowed context — where the claim may and may not be used.

Curate the library so it says what you'd stand behind: de-duplicate, tighten wording, and set risk and context. This is the highest-leverage step — every future deliverable draws only from here.

3. Group claims into a claim pack

A claim pack is a reviewed set of claims aimed at one buyer or account. Packs are reusable: a strong pack for a segment becomes the backbone of every deck you generate for that segment.

4. Add an account and generate

From an Account (or Home), give AccountMade the buyer context — company, stage, concerns, and the next meeting. It authors an account-specific deck: it selects the relevant approved claims, arranges the narrative, and binds your brand and real assets to the slides.

The result lands in Deliverables with a claim check attached. Nothing is invented — every buyer-facing line traces to an approved claim.

Next: Edit and Refine the generated deck, or send it straight to Review and Approve.

Create Decks | AccountMade Product Docs