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Building Custom Frameworks

Build repeatable templates to align with your sales or CS playbooks. Set up the framework once, Fluint will write the rest!

Written by Audrey
Updated over a month ago

When to Create a Custom Framework

If you find yourself modifying existing frameworks, craving a specific meeting follow-up you regularly use, or needing to align your company's pre-structured templates, you may want to explore setting up a Custom Framework in Fluint:

Getting Started

Access the Framework Library

  1. Click the Framework Library icon on the left-hand side navigation

  2. Click Custom Framework in the top right-hand corner

Choose Your Creation Method

You'll see options for creating a custom framework:

  • Create from PDF - Upload a guide or visual document to convert into a framework

  • Generative Framework (recommended) - Build a framework based on dynamic context

For most users, we recommend selecting Generative Framework.

Building Your First Framework

Step 1: Choose Your Approach

When creating a generative framework, you'll have two options:

  • Wizard (recommended) - A guided, step-by-step process that's efficient and easy to follow

  • Advanced - For users who know exactly what they want and prefer to define structure manually

Step 2: Set Framework Details

  1. Title - Enter a descriptive name for your framework

  2. Visibility - Choose between:

    • Personal - Only visible to you (recommended to start)

    • Company - Visible to your entire organization

      • *Currently, only admins have this capability

    • Document Category - Select the content category (Internal Prep Doc, Call Recap, etc.)

      • This helps keep your frameworks organized!

    • Creation Method - Select Wizard or Advanced

💡 Best Practice: Start with personal visibility, test the framework, make edits, then share with others once finalized

Step 3: Choose Your Document Type

Selecting the document type helps pre-populate suggested sections and structure for your framework. You can always edit and tweak much more as you go, so just select the most similar doc type to get started:

Step 4: Configure Sections

  1. Review the suggested sections based on your document category

  2. Uncheck any sections you don't need

  3. Add any custom sections:

    • Click Add Section

    • Enter section name

    • Add an optional description

    • Click Add Section to confirm

  4. Reorder, id needed! Simply drag and drop sections

Step 5: Choose Tone and Style

Select the appropriate tone for your document's purpose:

  • Persuasive - For proposals or advocacy documents

  • Conversational - For internal documentation and collaboration

  • Formal - For executive communications or official documents

  • Technical - For detailed technical documentation

💡 As you make selections, you can preview the AI instructions building at the bottom of the screen.

Step 6: Set Content Length

Choose your desired level of detail:

  • Short - Brief, high-level summaries

  • Medium - Balanced detail

  • Detailed - Comprehensive coverage of all key points

Step 7: Add Additional Instructions

Use this field to provide extra guidance, formatting specifications, or content focuses. For example:

  • "Each section should be followed by bullet points"

  • "Keep entire output at 250 words maximum"

  • "Write this like a strategic account manager who wants to deliver as much business value as possible"

💡 Best Practice: You can also start with the ‘Quick Suggestions’ listed below the instructions box

Step 8: Review and Create

  1. Review the complete framework format based on your selections

  2. Make any last-minute edits:

    1. Renaming sections

    2. Elaborating on the prompts in brackets

  3. Click Create Framework

Using Custom Frameworks

Locate Your Framework

  1. Return to the Framework Library

  2. Navigate to the appropriate visibility section:

    • Personal Library - If saved as personal

    • Company Library - If saved as company-wide

Generate Content

  1. Find your custom framework in the library

  2. Click Generate Content

  3. Select the deal to run your framework on

  4. Choose which specific context to include in generation (i.e. which attached meetings, documents, files, and/or email threads to reference)

Tips & Best Practices

✅ Start with the wizard - It's more efficient than the advanced method for most use cases

✅ Be specific in descriptions - When adding custom sections, clear descriptions help the AI generate better content

✅ Iterate and improve - You can edit frameworks after creation, so don't worry about getting it perfect the first time

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