Best Practices

The best accountmade workflows are usually simple. Give the workspace approved sources, curate a clean claim library, and let the claim check and reviewer queue do the last mile before the deck goes out.

Start with approved evidence

• Approve sources first, so every claim the generator can use traces back to evidence your team stands behind.
• Set risk and allowed context on each claim so it only appears in front of the right buyers, stages, and industries.
• Group related claims into claim packs for the products and motions you sell most, so generation pulls a coherent approved set.

Treat the brand kit as a shared system

• Lock the tokens that should stay stable across the workspace.
• Refresh the brand kit when the company presentation style changes.
• Revisit typography and color roles before large content pushes rather than after.

Save reusable slides as blocks

• Save slides or sections that come up repeatedly.
• Prefer blocks for repeatable structure, not just one-time convenience.
• Keep the library of blocks small enough that the best patterns stay easy to find.

Clear the claim check before you send

• Resolve unsupported and restricted claims in the reviewer queue — buyer-ready export stays blocked until you do.
• Approve a tighter source for any needs-review claim rather than letting a weak figure ship.
• Keep each claim easy to trace back to its approved source for the next person who opens the deck.

Build habits that scale with the team

• Use clear deck names so people can find work without guessing.
• Keep source inputs current instead of treating them as one-time uploads.
• Review membership and ownership intentionally as the workspace grows.
• Export only after the deck reads like a finished presentation, not just a strong draft.