Research prospects and generate artifacts with the AI assistant

  • Release version: Australia
  • Updated April 24, 2026
  • 1 minute to read

    • Use the AI assistant to research a prospect, pull internal case studies, and generate a ready-to-send document. Complete these tasks in one conversation with opt-in access to an external large language model.

    Before you begin

    Before you start, confirm the following:

    • Your organization has connected internal sources, such as SharePoint, to the AI assistant.
    • Your organization has enabled the opt-in connection to the external large language model.
    • Your organization has connected signing service, such as DocuSign, for document delivery.

    Role required: Employee

    About this task

    The AI assistant keeps external research, internal proof points, and artifact generation in one cohesive flow. You complete prospect preparation without switching to a separate browser tab. You also don't paste confidential information into a public AI tool. For background, see AI assistant reasoning engine and World Knowledge.

    Procedure

    1. Enter a research query in the chat bar.

      For example: Prep me for a meeting with Atlas Industrial Group, a manufacturing prospect.

    2. When the assistant asks, opt in to the external large language model.

      The assistant asks for opt-in only when internal sources do not contain the industry knowledge that the query needs. The assistant grounds every external insight with citations.

    3. Review the themes and citations that the assistant returns.

      Examples of themes for a manufacturing prospect include workforce pressure, supply chain volatility, and operational efficiency.

    4. Ask the assistant for internal proof points in the same conversation.

      For example: Find manufacturing case studies. The assistant surfaces relevant internal case studies from connected sources such as SharePoint.

    5. Ask the assistant to generate a ready-to-send document.

      For example: Send an NDA to Bob before the meeting. The assistant generates a custom document that is pre-populated with the contact information and relevant details.

    6. Confirm the send.

      The assistant asks for confirmation before the document goes out through DocuSign.

    Result

    You complete external research, internal discovery, and artifact generation in one conversation. The generated document is sent to the recipient through the connected signing service.