Problem

Reps spend hours pulling together decks, proposals, and follow-up materials for every deal, often starting from scratch each time. The result is inconsistent assets, delayed sends, and time that could have been spent selling.

Solution

When a deal appears in your CRM or moves through a stage, AI reads the record and creates the right materials automatically: mutual action plans, solution decks, and commercial proposals, each built from the right template and populated with the right context.

How it works

• Define which stage transitions map to which templates. For example, Discovery triggers a solution overview deck in Pitch, Proposal stage triggers a letter of intent in PandaDoc, and Negotiation triggers a business case built from your Notion messaging doc.

• Connect via Pitch API so that when a deal progresses, Claude reads the CRM record and creates slides with the right company name, logo, and context pulled from HubSpot and Notion automatically.

• Write the share link to the HubSpot record and post to Slack so the rep can add a personal touch and send.

Power up

Create a Pitch deal room per prospect and add the automatically generated content into it as the deal progresses. The prospect always has access to the latest version and the most relevant materials for where they are in the journey, without the rep having to resend anything.