Setup begins with connecting your existing customer data sources (CSV uploads, CRM integration with Salesforce or HubSpot) and uploading your product/service catalog with pricing tiers. Create your brand profile by adding logos, colors, and approved templates. Scribe can then be triggered manually by entering a prospect’s name/URL or automatically from your CRM. The system enriches basic customer data, generates tailored content blocks (executive summary, product recommendations, pricing, etc.), and assembles everything into your chosen format (PDF, Google Slides, PowerPoint). Documents can include standard attachments like terms of service or case studies.