Create custom prospect sales decks from Claude research and Gamma

Start in HubSpot and capture the account name, opportunity stage, known pains, stakeholders, prior notes, competitor mentions, call objective, and next desired action. Work in hubspot and capture the concrete operating details: source links, buyer context, audience, claims, proof points, owner, review status, and the final deliverable link. Keep the work narrow: complete step 1, record the decision or asset created, and avoid changing unrelated parts of the workflow. Before moving on, check that the prompt includes the actual inputs, the requested output format, and clear rules against invented facts; the expected handoff is A concise opportunity brief with the meeting objective and known context.

Use Perplexity to research the account's recent news, strategic priorities, industry pressures, technology environment, competitors, and public initiatives. Work in perplexity and capture the concrete operating details: source links, buyer context, audience, claims, proof points, owner, review status, and the final deliverable link. If an AI assistant is involved, give it the source inputs and the exact structure you want back instead of asking for a broad summary. Before moving on, check that the prompt includes the actual inputs, the requested output format, and clear rules against invented facts; the expected handoff is Verified account research notes with source links and relevance flags.