What is DatabookAI Workflow?
An AI-powered feature that automates research and generates actionable insights to help sales teams streamline decision-making.
How do DatabookAI Workflows benefit me?
Saves time – Automates data gathering and insight generation.
Provides structured outputs – Simplifies account planning.
Accelerates deal execution – Focus on selling, not research.
How can I request a workflow?
Natural Language – Ask, “Provide me an ePoV for (company name)”.
Library Selection – Choose a workflow and input relevant details.
What if I provide incomplete information?
DatabookAI prompts you for missing details before running a workflow.
Will I get a text or asset version?
Explicit requests for decks/presentations → Asset version.
General requests → Text-based version.
Is my information private and secure?
Yes. DatabookAI only accesses approved account data with minimal PII usage.
How do I get started?
Use Natural Language Requests – Just ask DatabookAI.
Explore the Library – Select and run workflows.
Refine Results – Adjust insights to fit your sales strategy.
Can I modify workflow results?
Yes, you can refine and adjust AI-generated insights as needed.