A lot of teams I’ve been working with lately are realizing they’re sitting on a treasure trove of data and that AI Builder is a fast way to turn that into real, practical value and content without a heavy lift on their team’s part.
Here are a few quick wins that I’m seeing teams leverage:
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30-60-90 day onboarding plans
Using historical call notes, deal data, and existing enablement materials, teams are prompting AI Builder to create structured onboarding plans for new hires. Using filters on your existing calls, content is easily tailored to role, segment, or region. This makes it much easier to ramp people consistently and start building your onboarding strategy without reinventing the wheel. -
Stronger, data-backed scorecards
Instead of guessing at “what good looks like,” teams are grounding scorecards in real patterns from their Gong data. For folks that are not used to building scorecards, it can be difficult to define exactly what milestones matter most and how to measure success. It’s easier to build that when you have insights into what top performers actually do, say, and work on. AI Briefs also help summarize those behaviors and surface concrete benchmarks that feel much more credible to reps and leaders. -
Building Reports or AI Briefs to help prep for milestone meetings
For big QBRs/ EBRs, renewal milestones, or exec check-ins, AI Briefs can quickly pull together a concise narrative to understand what’s happened so far, key risks, deal signals, and recommended next steps. You can do this by using AI Builder to either generate summary reports or content for an AI Brief (especially helpful if what you’re generating is going to be a repeatable process). This saves time on prep and helps everyone walk into the meeting aligned.
The common thread across all of these is that you don’t need to boil the ocean to see value, or to build it yourself. Start with one workflow where you already have rich Gong data, define a simple Brief, and let AI Builder do the heavy lifting. Once that’s working, you can expand to other use cases and teams.
Would love to hear if others find this useful, and how others are using AI Briefs! What quick wins have you seen so far? Where are you hoping to experiment next?
