After you upload your template, you need to configure it in the asset builder. This is where you map the placeholders in your template to content, preview how each slide will look with real account data, and review the full asset before it goes live.
The Asset Builder workspace
The builder brings everything you need into a single screen:
Slide navigator — A thumbnail strip on the left side of the screen. Use it to move between slides as you work through your template. Each thumbnail shows how many placeholders were detected on that slide.
Preview area — The large canvas in the center showing your current slide. An Actions menu on the canvas lets you Preview, Save, Set live, or Delete.
Setup and Composer tabs — Setup is where you configure asset-level settings (see Asset types and use cases for the Account only / Account + buyer setting). Composer is the AI assistant that allows you to adjust your content.
Your work isn't saved automatically. You'll see a save banner while you have unsaved changes, and you'll get a warning before leaving the page so you don't lose any progress.
See Setting live your asset for how to publish your asset.
Mapping content to placeholders
Asset Builder automatically maps the placeholders in your asset and generates relevant content using Databook insights.
You'll see status updates as the mapping takes place:
Previewing a slide or document
You can check how a slide or document will look with real content as you configure it:
Choose the account (or account and buyer) you'd like to use to generate the preview.
Click Start preview.
The preview will start generating as soon as all the placeholders in the asset have been mapped to Databook content.
Refining the asset with Composer
Composer is a chat-based assistant — just describe what you need in your own words, and it updates the asset for you. For example, you can ask Composer to:
Map a placeholder to a specific type of content
Adjust the wording or tone of a section
Fix something that doesn't look quite right in the preview
Composer keeps a history of your sessions, so you can start a new one for a fresh round of changes, or pick up right where you left off in an earlier session.
Reviewing the full asset
Once every slide is configured, it's time to review the complete asset before publishing. Generate a full preview and open the full-deck view to step through the entire asset from start to finish — confirming content, layout, and quality across all slides.