Storydoc
Day 0 after signup
Claude, ChatGPT, Slack, and Google Chrome: 4 new ways to create personalized Storydocs
Why it works
- Frame the announcement around a practical user need before listing the new capabilities.
- Give each integration its own section with concrete examples so readers can quickly see how it fits their workflow.
- Place a clear setup call to action after each feature explanation, then close with a concise summary of where to find the integrations.
How it is built
- Personalization introduction
- New integrations overview
- Claude setup details
- ChatGPT setup details
- Slack workflow details
- Chrome extension details
- Integration wrap-up
Email copy
Hi [First name], At Storydoc, we’ve always believed personalization should be part of the way you already work - not another task you have to do manually for every prospect. That’s why we’ve been working on ways to make personalization easier to automate using the tools your team already relies on - so you can create personalized Storydocs for more prospects without doing all the work one by one. Today, we’re introducing 4 new Storydoc AI Agents for Claude, ChatGPT, Slack, and Google Chrome, giving you new ways to create and personalize Storydocs at scale. Storydoc is now officially connected to Claude Storydoc is now an official Claude connector, available directly from Claude’s connector directory. Once connected, Claude can work with your Storydoc account to create and personalize Storydocs, generate multiple versions, and answer questions about your content and analytics. For example, you can ask Claude to create a personalized proposal for a specific prospect: “Create a proposal for Jordan Lee from Acme.” Claude can use your Storydoc template, fill in the personalization variables, and return a ready-to-share Storydoc link. Need to create Storydocs for more than one prospect? Claude can generate multiple versions from a list, using data you provide directly or information pulled from your CRM when it’s connected via MCP. You can also ask Claude questions about your Storydoc data, including available templates, deck performance, and viewer engagement - all without leaving Claude. Set up Claude Find and connect Storydoc directly in ChatGPT Storydoc is also available in ChatGPT through the plugin directory, so you can find it there and connect your Storydoc account directly. After you connect Storydoc, you can ask ChatGPT to create personalized Storydocs using your approved templates, messaging, branding, and StoryBrain knowledge, so you get the speed of AI without losing control over what your team sends. You can also bring Storydoc into bigger workflows with your other connected tools. For example: “Pull this opportunity from HubSpot, enrich the company with Apollo, and create a personalized Storydoc using our Enterprise Proposal template.” ChatGPT can coordinate the steps in the same conversation and return both a live sharing link and an editor link, so you can send the Storydoc straight away or make changes before it goes out. And it works the other way too. Ask ChatGPT about your Storydoc analytics to see which prospects are engaging, which sections get the most attention, or which of your Storydocs perform best. Set up ChatGPT Slack: turn lead alerts into personalized Storydocs You can now connect your Slack channels to your Storydoc templates, making it easier to create personalized content as part of your team’s existing workflow. For example, when a lead appears in a channel, Storydoc can pull the company, contact, and other relevant details from the message and prepare them for personalization. You can then review the details, click Generate Storydoc, and get a live link to share with prospects or a link to keep editing your deck in Storydoc. You can connect each channel to a different template - for example, MQL follow-ups, post-demo recaps, proposals, or any other Storydoc your team uses. You can also ask questions about your Storydoc content and analytics right from Slack, like “What templates do we have for proposals?” or “Which Storydoc had the most engagement this week?” That means your team can find the information they need and create personalized Storydocs without having to leave Slack. Set up Slack Chrome: personalize from any prospect page The Storydoc Chrome extension lets you create personalized Storydocs directly from any prospect page. You can open it while you’re on a LinkedIn profile, HubSpot record, company website, or another CRM or prospecting tool, and Storydoc will use the information on the page to populate your personalization variables. Choose your Storydoc, re