DatabookAI
Elite selling made easier than ever
DatabookAI is your native interface to guided selling. Open it in your browser, Slack, or Teams and instantly access the coaches, prompts, assets, and account intelligence you need to sell at the highest level. Unlike freebie AI toys that spit out generic text, DatabookAI delivers enterprise-grade guidance that clears obstacles and transforms how you work.
I 100% trust the information I get from DatabookAI.
Strategic Account Executive @ Celonis
Does selling feel harder than it should?
You’re not short on tools—you’re short on guidance. Account planning takes too long. Meeting prep means cobbling together slides from everywhere. Marketing messages lose consistency in the field. And while you’re buried in tasks, deal momentum slips away.
Generic copilots and AI toys can answer simple prompts, but they don’t help you actually build account plans, prep for executive meetings, or progress deals.
What if you had a teammate in your browser—one that knew your accounts, brought you trusted insights, and walked you through every play with confidence?
DatabookAI is where guided selling comes to life
DatabookAI is the native front-end of our guided selling platform. It’s where you invoke coaches, run plays, and download exec-ready assets—all powered by Databook’s Core Intelligence and configured from the GTM Control Center.
- Intuitive native interface: No extra logins, no complexity. Open DatabookAI in your browser and everything you need is at your fingertips.
- Custom prompt library: A central hub for reusable prompts that keep you focused on the right methodology, solutions, and messaging.
- My Accounts: A single view that blends financials, strategic priorities, peer comparisons, and every key signal from the accounts you follow.
- Run coaches like teammates: Launch guided workflows that walk you through account planning, prospecting, meeting prep, pipeline progression, ABM plays, and more—while producing branded deliverables along the way.
Inside DatabookAI
Your virtual teammate for every selling motion
DatabookAI is where guided coaching workflows come alive. From account planning to meeting prep, every workflow is powered by Databook’s trusted data, playbooks, and reasoning engine—so you get guidance that feels like a teammate helping you think, act, and execute at the highest level.
Why it matters: Instead of hours of prep or guesswork, you get instant, context-aware guidance that makes elite selling behaviors repeatable. The result? Consistency, confidence, and more wins across your team.
Launch purpose-built workflows for account planning, meeting prep, QBRs, and more—ensuring best practices are consistently executed.
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Orchestrate multi-step workflows with modular agents
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Standardize proven motions across teams and geographies
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Surface the right steps and data at exactly the right moment
Produce polished assets in minutes that would normally take hours of manual work.
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Create POV decks, ROI models, and account plans instantly
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Ensure assets are branded, accurate, and exec-ready
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Eliminate guesswork with intelligence automatically built in
Turn selling into a guided experience with nudges that keep deals on track.
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Reminders to prep before meetings
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Objection-handling guidance delivered in the moment
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Alerts when accounts or opportunities need attention
Codify what your top performers do and make it repeatable for everyone.
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Capture best practices in reusable workflows
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Build coaching into daily seller motions
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Drive consistent execution across all reps
A smarter hub for the accounts that matter most
The My Accounts tab gives you a live hub of the accounts you follow—blending financials, peer benchmarks, strategic priorities, and competitive signals into one simple view. Instead of piecing data together across spreadsheets and tools, you always know where your accounts stand. (Early Databook users will recognize these capabilities from our flagship original application, now centralized in a single interface.)
Why it matters: You save hours of research, focus your energy on the right accounts, and demonstrate a level of executive awareness that builds trust and accelerates deal cycles.
Quickly identify which accounts are most urgent and where to focus your time.
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Scorecards reflect health, risk, and opportunity potential
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Rank accounts for efficient territory coverage
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Prioritize where to invest effort for the biggest payoff
Understand your customer’s business in seconds with verified financial context.
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Growth, profitability, and efficiency benchmarks
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Spot weaknesses your solution addresses
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Surface risks before they stall deals
Position your solutions more credibly by showing how accounts stack up.
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Benchmark against direct competitors
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Highlight performance gaps in sector context
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Back your pitch with trusted peer comparisons
Always be the first to know when something changes in your territory.
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Leadership changes or organizational shifts
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New strategic initiatives or focus areas
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Automatic alerts delivered to your feed
One place for all your workflows, prompts, and assets
The DatabookAI Library is your complete repository of selling tools. From guided workflows to prompts and assets, everything is accessible in one organized place—standardized, searchable, and ready to use.
Why it matters: Instead of building from scratch or relying on scattered documents, you get instant access to a curated set of workflows, prompts, and assets that scale consistency across your team.
Access your guided coaching workflows instantly so you can execute proven motions without hunting for tools.
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Start coaching interactions directly with a single click
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Pre-configured with trusted data and guided steps
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Built for enterprise GTM use cases
Keep messaging consistent and compliant with a shared library of prompts.
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Centralized prompt repository with version control
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Filters for methodologies or specific selling needs
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Guardrails ensure reps stay on message
Create customer-facing materials in minutes, not days.
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POV decks, executive briefings, and account plans
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Automatically formatted to your brand and voice
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Data-rich deliverables customized to each account
Ensure your entire team is aligned around the same content and workflows.
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Central updates cascade across the library
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Always use the latest playbooks and prompts
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Reduce rogue one-offs and messaging drift
What sets Databook apart
1. Coaches purpose-built for enterprise GTM
More than a copilot or chatbot, DatabookAI delivers guided coaching workflows designed for how large-deal selling actually happens. Coaches show up where you work, walk you through proven steps, and produce the materials you need along the way—so elite execution becomes repeatable across teams, geographies, and segments.
2. Exec-ready outputs grounded in trusted intelligence
Every brief, deck, and plan is generated against Databook’s Core Intelligence and your approved templates. Outputs are branded, compliant, and customer-back—anchored in verified financials, strategic priorities, and peer benchmarks—so you can share with executives confidently, immediately.
3. Part of a closed-loop platform, not a point tool
DatabookAI is the front end of the Guided Selling Platform. Coaches are built and governed in the GTM Control Center, enriched by Core Intelligence, and measured through analytics—creating a closed loop that continuously improves guidance and results with every run.
Platform
Explore other components of Databook's platform
Purpose-built to power transformational revenue growth and GTM productivity, from planning to execution.
We'll have your first workflow running in just five days.
And we're so sure we can unlock $10m in sales productivity in your first year, we guarantee it.
We'll have your first workflow running in just five days.
And we're so sure we can unlock $10m in sales productivity in your first year, we guarantee it.
