Best Practices

The best AccountMade workflows are simple: give the workspace approved sources, curate a clean claim library, and let the claim check and reviewer queue do the last mile before a deliverable goes out.

Invest in the library, not the deliverable

A deliverable is only as good as the claims behind it. Time spent tightening claim wording, setting risk and allowed context, and removing duplicates pays off on every future deliverable. Editing individual deliverables is the last 10%, not the first.

Keep sources current

Because claims trace to sources, stale sources become stale claims. When a source changes, let AccountMade re-flag and re-generate rather than editing the deliverable by hand — the fix belongs upstream, where every deliverable benefits.

Let the gate do its job

Don't work around the fail-closed export gate. If a claim is flagged, resolving it properly — better source, tighter wording, or a reviewer's approval — is what makes the deliverable genuinely safe to send. A cleared gate is a real accuracy guarantee to your buyer.

Write for one account at a time

Generation is strongest when the account context is specific: the actual buyer, their stage, and their concerns. Generic input produces generic deliverables. Feed it a real deal.

Match the delivery to the moment

Send a tracked link when you want the deliverable to stay current and to see engagement; export a file only when a buyer asks for one. See Share and Export.