5 ways to use GetAccept AI to work smarter and close deals faster

Picture this: You’ve just finished back-to-back discovery calls, and your to-do list is already longer than your inbox. You know there’s crucial information buried in those conversations — buyer goals, decisions, questions, next steps — but summarizing it all and turning it into actionable content feels like climbing a mountain. Sound familiar?

That’s where GetAccept AI comes in. It helps you turn every conversation into clear, buyer-ready content, without the copy-pasting, app-switching, or late nights. Here are five ways you can start working smarter today with GetAccept AI.

Imagine finishing a discovery meeting with a prospect and instead of frantically scribbling notes or juggling multiple apps, you upload the meeting transcript into GetAccept. Instantly, GetAccept AI produces a clean, digestible summary with all the action points clearly highlighted.

No more forgetting what was agreed on, no more chasing teammates for clarification. And if you want, you can use this recap as the foundation for executive summaries or business cases — all ready in minutes.

Curious how this works in action? Check out our blog post about Meetings.

2. Outline discovery points

Imagine you’ve just wrapped up a discovery call. The buyer shared goals, challenges, and priorities, but your notes are scattered. Chances are, your fellow reps are capturing similar calls in completely different ways. The result? Follow-ups that feel generic, inconsistent, or even off the mark, leaving buyers wondering if anyone is really listening.

With GetAccept AI, you are never more than one click away from turning your meeting notes into a professional discovery outline that’s clear, consistent, and personalized. Everyone on your sales team works from the same structured format, so nothing falls through the cracks. And the best part? You can adapt the outline to match your company’s sales process, ensuring it’s aligned with both your methodology and the buyer’s expectations.

Now, instead of generic content or inconsistent follow-ups, every discovery outline tells a story the buyer actually wants to read, and keeps your team moving forward in unison.

3. Build a business case that hits the mark

Think about the last time you had to create a business case for a deal. Hours spent trying to connect buyer pain points to your solution, juggling notes, and hoping you didn’t miss a critical insight. Too often, the result ends up feeling generic or rushed, something that the buyer skims rather than truly engages with.

With GetAccept AI, you can generate a business case that’s both professional and highly relevant in minutes. AI pulls from meeting transcripts, buyer information, and your Deal Room content to highlight the key challenges, goals, and benefits that matter most to that specific buyer.

The outcome? A compelling, tailored business case that feels thoughtful and intentional, not like a one-size-fits-all document. And because the process is consistent for all reps, your team delivers high-quality content every time, while still having the flexibility to align it with your company’s sales processes.

4. Keep Deal Room content fresh in one click

Deals aren’t static. Priorities shift, new stakeholders weigh in, and conversations evolve. Yet too often, sales content stays frozen in time. Reps scramble to update sections manually, trying to keep proposals and summaries relevant, and it’s easy for messaging to slip out of sync with the buyer’s latest needs.

With GetAccept AI, refreshing your Deal Room content is effortless. You can update entire sections or just tweak specific elements, and AI automatically incorporates the latest insights from meetings, keeping your messaging relevant, sharp, and professional.

The result? Your Deal Room always reflects the current state of the deal. Buyers see content that resonates with their priorities, reps save hours of manual work, and your team can move confidently, knowing everyone is aligned and presenting a consistent, compelling story.

5. Summarize Q&As from stakeholder meetings

Stakeholder meetings can be chaotic. Multiple voices, dozens of questions, clarifications flying back and forth. It’s easy to miss key points or forget who asked what. By the time you try to document everything, the details are scattered across emails, notes, and memory, and the follow-up can feel incomplete or generic.

GetAccept AI turns that chaos into clarity. Upload the meeting transcript, and ask GetAccept AI to create a structured Q&A summary that captures every question, answer, and decision — all in one place. Everyone on the team can revisit the discussion and see exactly what was covered.

This means no one is left guessing, answers to the prospect’s concerns are documented accurately, and follow-ups are precise and actionable. By turning every stakeholder conversation into clear, professional content, AI helps keep deals on track and ensures nothing important slips through the cracks.

Available now (beta)

AI-powered Smart Content is available today in Deal Rooms and Contracts (beta). Smart Content templates are currently exclusive to Deal Rooms, with Contracts supporting the natural language editor.

From meeting recaps to business cases, GetAccept AI transforms your conversations into actionable content that actually moves deals forward. Less manual work. Less stress. More focus on building relationships and closing deals.

We’re rolling out AI-powered Smart Content in early access through the end of 2025. This is just the beginning, and we’ll continue to evolve and improve its functionality with your input. To help shape what’s next, please share your feedback with your Customer Success Manager or support representative as we make regular improvements.

👉 Start putting AI to work in your Deal Rooms today, and see how much smoother (and smarter!) your sales process can be.