Best practices to start with the Automated Content Builder Updated January 09, 2025 09:32 The Automated Content Builder (ACB) app enables the creation of documents and presentations tailored to prospects' context and industry-specific needs. Customer data automatically integrates into marketing-approved templates to create impactful, personalized content in seconds. In this article, we will discuss: Where to start with Automated Content Builder templates How to unlock the full potential of the Automated Content Builder Key features Enables the creation of tailored documents and presentations Helps provide customizable templates for sellers Uses real-time data on document creation You need this to succeed Showpad Content Ultimate or Showpad Content Essential & Plus with the Enterprise add-on Showpad's Automated Content Builder add-on Showpad admin access Where to start with Automated Content Builder templates 1. Identify the right content to templatize. Look for documents or presentations that are regularly tailored for specific audiences. Content that requires manual copy-and-pasting from Excel is also a good candidate for ACB. Format must be Microsoft PowerPoint or Microsoft Word documents. Google Slides or Docs directly imported into the Content Library from Google Drive are converted to PPTX or DOCX format when used in the Automated Content Builder. 2. Use descriptive names for content placeholders. When building templates, incorporate descriptive names for placeholders so they’re easy for users to understand. Keep names short and to the point. 3. Start small and scale. Begin by templatizing a single document or presentation to get sellers used to a new process. Continue building new templates and over time scale your personalization engine. Back to Top How to unlock the full potential of the Automated Content Builder Tailor pitch decks Customization builds trust, boosts credibility, and makes the meeting more memorable and effective. Set the tone for better buyer interactions by adding thoughtful, customized elements to your sales pitch. Go beyond auto-filling text and add the relevant industry logos or customer stories into the deck to demonstrate your industry knowledge and expertise. Customize case studies with Salesforce data Leverage your CRM by automatically retrieving the most up-to-date data directly into your templates. Note: The Salesforce integration must be set up in your Showpad instance before it can be used with Automatic Content Builder. Generate accurate and reliable pricing proposals Simplify the creation of pricing slides and documents with templates, so all your sellers need to do is set the correct discount percentage. The result is accurate and on-brand pricing information and a reduced risk of manual errors. Autofill standard documents and contracts Once it’s deal-closing time, you want to get the paperwork done as fast as possible. Maintain deal momentum and auto-fill generic documents with the prospect’s name and details. Prove customer value at scale Aligning with your customers on a regular basis is pivotal in helping them achieve theirstrategic goals. Streamline the preparation that Account Managers need to do by setting up a health metric template. Your team can select the right account, and dynamically populate all of their customers’ latest metrics before the meeting. Rather than copying data into slides, Account Managers can use this time for strategic recommendations, adding value where it matters most. Back to Top Related articles Create your first template using Showpad User information Install and manage the Automated Content Builder app Add placeholders to Automated Content Builder templates Create personalized presentations and documents from templates Embed Showpad within MS Dynamics