Generate an Artifact from a Template
AnyTeam includes 18 built-in templates.
Available templates:
Battle Card | Account Plan |
Key Messages | 60-Second Deal Review |
Customer Case Study | MEDDIC |
Meeting Prep | Quarterly Business Review |
Business Case | Context Reference |
Discovery Call Framework | Mutual Action Plan |
Objection Handling Sheet | POC Plan |
Product / Solution Brief | ROI / Value Assessment |
Stakeholder Engagement Map | Test Card |
To generate an artifact from a template:
Open Studio (Global or Account).
Click the Templates tab.
Find the template you want.
Click the template.
If you're in Account Studio, the artifact generates for that account.
If you're in Global Studio, you may be prompted to select an account.
The artifact generates and appears in the canvas.
To generate multiple artifacts:
Select a template and let it start generating.
While it's generating, select another template.
Both generate. The most recent one appears in front.