Zomentum Grow now features a "Create with AI" tool that enables users to automatically generate new documents based on predefined inputs and known information. This innovative feature simplifies document creation, ensuring a streamlined process that aligns with your company's branding and specific needs.


TABLE OF CONTENTS


Accessing "Create with AI"

The "Create with AI" button is located on the Documents page, where users typically create and manage their documents. This section is easily accessible and intuitive, making it straightforward to start generating new documents with AI assistance.




Configuration

Before you begin generating documents, a few initial configurations are necessary to ensure the AI creates content that represents your company accurately:

  • About Your Company: The first time you use this feature, you'll be prompted to provide details about your company. This information can be edited in future sessions via a button at the top right of the interface.


  • Logo and Theme Colors: Uploading your company logo is beneficial as the AI tries to determine your company's theme colors from the logo to maintain a consistent aesthetic throughout the document.


Prompting/Generation Process

The quality of the AI-generated document heavily relies on the details provided in the prompts. Here's what you'll need to specify:

  • Document Type and Purpose: Clarify what kind of document you are creating and its intended use.
  • Target Client: Identify who the document is for to tailor the content appropriately.
  • Products/Goals: Specify what you are selling or any particular goals you wish to achieve with the document. This helps in mapping fields and generating relevant content.



Example Starting Prompt

"I need to create a service proposal for ABC Financial Services who is interested in comprehensive IT management solutions. The client is a mid-sized retail business looking to enhance their cybersecurity, improve their network infrastructure, and streamline their software management processes. The proposal should outline our managed IT services, emphasize our expertise in cybersecurity, detail our support and maintenance plans, and explain how our services can be tailored to the retail industry's needs. It should also include an overview of our company, client testimonials, a detailed quote section with customizable options for different service tiers, and a final section for terms and conditions followed by a signature block for agreement."


Questions/Answers

While optional, providing answers to suggested questions can enhance the relevance and accuracy of the generated content.



Sections

The AI proposes a list of sections to be included in the document. These can be customized — sections can be edited, added, or reordered to better suit your requirements.



Output

  • Theme: The document will follow a cohesive theme derived from your logo's color scheme, if available. If no logo is uploaded, the theme will be selected randomly.
  • Content Integrity: The AI ensures that all generated content is relevant and utilizes merge tags appropriately for dynamic content integration.
  • Additional Features: If the document involves sales, the AI includes a quote table with product details (if provided) and a signature block to complete the setup.



Privacy and Data Security

  • Data Privacy: No private data from the user is shared with the AI during the document creation process.
  • Independent Generation: Each document is generated independently based on the provided prompt. The AI does not use any existing documents or previously generated content to ensure that each output is unique and specific to the current task.


Conclusion

The "Create with AI" feature in Zomentum Grow revolutionizes how documents are created, offering a smart, efficient way to produce professional and customized documents. By configuring the tool correctly and providing detailed prompts, you can leverage AI to create documents that are not only aesthetically pleasing but also perfectly aligned with your business objectives. For any additional guidance or support, refer to Zomentum's help resources or contact customer support.