Once Databook is connected to Claude, you can get account intelligence in the same conversation as the rest of your work, then ask Claude to turn it into something you can send or present. This article walks through example use cases and the prompts that drive them.
The Databook connector for Claude is currently in beta. To set it up, see Connecting to the Databook MCP server.
How it works
Most use cases follow two steps:
Get the intelligence from Databook ask a question about an account, or run a coach.
Turn it into a deliverable with Claude ask for a Word document, a PowerPoint deck, an email or a summary, formatted to your own guidelines.
Here are three common ways to use Databook in Claude:
Approach | Use it for | Example request |
Ask a question | Anything you could ask Databook directly: account plans, outreach letters, buying committees, meeting prep, competitor analysis | "Write an executive letter for [name] at [company]" |
Run a focused research request | Common questions with a set answer format, such as earnings summaries, analyst issues, business challenges, key developments, industry priorities and product alignment. These return faster and more consistently | "Summarize [company]'s latest earnings call" |
Run a coach | Guided workflows that ask you questions and produce a finished asset, such as a meeting brief or positioning matrix | "What coaches do I have available?" |
Example use cases
Earnings digest turned into a one-page brief
When to use it before a call with an account that has just reported, or to brief your team on a key account's quarter.
What to ask
"Give me an earnings digest for [company]."
"Turn this into a one-page Word document, following our brand guidelines."
Tip
You can use the /databook-ask skill if you want to ensure that Claude makes use of the Databook connector to answer a question.
What you get
A digest of the latest earnings call with a headline, key figures, the questions analysts pressed on, operational signals and what it means for sales, with numbered sources. Claude then lays it out as a one-page document with a headline callout, a key figures table, analyst questions and operational signals side by side, the sales implications, and sources.
Executive outreach letter
When to use it to open a conversation with a senior executive at a target account.
What to ask "Write a VITO letter for [name] at [company]." A VITO (very important top officer) letter is a short, business-focused letter to a senior executive.
What you get a ready-to-edit letter in the chat with a subject line, the account's business in numbers, the pressures it faces from investors, how your offering helps, supporting proof and a clear ask. You can then ask Claude to shorten it, change the tone, or adapt it for email or LinkedIn.
Before you send it
Remove the numbered source references and add your sign-off.
Confirm the recipient's current title.
Check any figures that came from web sources rather than Databook data.
Solution positioning coach turned into a deck
When to use it to work out how your solutions map to a target account's priorities, and to share that with your team or the account.
What to ask
"What coaches do I have available?" Claude lists the coaches set up for your organization.
Start the Solution Positioning Coach for [company] and answer its questions, such as which buying center you are targeting.
When the coach has produced the matrix, ask Claude to: "Build a PowerPoint presentation using the solution matrix the coach provided, following our brand guidelines."
Tip
Use the 'databook-coach' skill if you want to ensure that Claude triggers a Databook coach
What you get a positioning matrix in which each row links a sourced account priority to an owner, a best-fit use case and the reason it lands. Each row also comes with a seller's play: a discovery question, a talk track, and a likely objection with a counter. Claude then builds a deck with a cover slide, the matrix as an editable table, one slide per seller's play and a sources slide, with the coach's full wording in the speaker notes.
While a coach is running, the coach produces any files. If the coach can't create the format you want, Claude tells you and offers options. To continue, ask Claude to build the file from the coach's output.
Meeting brief coach
When to use it to prepare for a first meeting with an executive, especially after a warm introduction.
What to ask
"Run the meeting brief coach."
Answer the coach's questions: who you are meeting and at which company, then the context and your goal. For example: "I have an introduction from [colleague] and want executive sponsorship for a rollout."
Review the executive profile and proposed framing, then confirm or correct it.
When asked, choose a brief in the chat or a Word document.
What you get a full meeting brief covering the executive's background, the company's current pressures and what they mean for this person, a recommended framing, a conversation strategy and a follow-up plan. If you choose a Word document, the coach generates it and gives you a download link.
More ways to use it
Account research ask for a company summary, business and financial challenges, recent negative financial news, key developments from the last year or management initiatives, then combine them into an account plan.
Industry context ask how an account's industry is performing, or which priorities are shared across its sector.
Value story ask how your products align with an account's strategic, financial, operational, digital or sustainability priorities.
Executive alignment ask how a named executive contributes to the company's strategic priorities.
Technology investment ask whether an account is investing in a specific technology.
Prospecting and deal sizing run other coaches available to your organization, such as a prospecting sequence or opportunity sizing coach.
The coaches you can use depend on how your organization's Databook account is set up. Ask Claude "What coaches do I have available?" to see yours.
Tips for good results
Research first, then format get the Databook answer in the chat and review it, then ask Claude for the document or deck.
Add your brand guidelines upload your brand or template guidelines to your Claude project so Claude formats files consistently.
Name the account and person clearly include the company name and, for people, their full name.
Check before you share confirm names, titles and figures, and fill any gaps such as missing proof points before anything goes to a customer.
Keep citations and the data notice Databook's disclaimer and source citations must stay with the content wherever you use it, including documents and decks.
Prompt pack
These are just a few example prompts:
Goal | Prompts |
Earnings one-pager | "Give me an earnings digest for [company]", then "Turn this into a one-page Word document, following our brand guidelines" |
Executive letter | "Write a VITO letter for [name] at [company]" |
See your coaches | "What coaches do I have available?" |
Positioning deck | Start the Solution Positioning Coach for [company] and answer its questions, then "Build a PowerPoint presentation using the solution matrix the coach provided" |
Meeting brief | "Run the meeting brief coach", give the contact, company, context and goal, confirm the framing, then ask for a Word document |
Value story | "How do our products align with [company]'s strategic priorities?" |