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1. Start with the client context
Begin with the client and project information that should remain useful across future deliverables: current website information, discovery calls, prior proposals, project records, approved scope, research and relevant CRM context.
02
2. Build and verify the brand package
Sembly documents reusable brand packages covering logo, colors, fonts, voice and visual rules. If branding is derived from a website, review it before reuse because campaign assets and legacy styling can be mistaken for permanent brand standards.
- confirm the current logo
- verify colors and fonts
- check tone and voice
- compare against the latest approved brand guide
03
3. Define one clear deliverable goal
State the business outcome, audience and document type. 'Create a pitch deck for the executive team using the approved Q4 scope and latest discovery call' is easier to evaluate than 'make a presentation.'
The goal should make it obvious which facts matter and what a successful first version needs to contain.
04
4. Choose the sources that should ground it
Sembly's live product describes fine-grained source control. Use it deliberately: current pricing, scope and discovery material should outweigh an old brainstorm or stale account note.
Treat source selection as editorial control. The quality of a generated file depends partly on whether the system is grounding itself in the right evidence.
05
5. Generate, then steer structure before polish
Let Sembly assemble the first version, then review audience, narrative order, missing sections, duplicated ideas and unsupported claims before spending time on small wording changes.
The current product explicitly supports steering structure and emphasis while the file is being produced, so use that control before treating the draft as final.
06
6. Fact-check every material claim
- pricing and budgets
- dates and deadlines
- performance metrics
- scope and contractual terms
- forecasts or expected results
- externally sourced claims
Human approval is still part of Sembly's documented workflow. Preserve it especially for client-facing commercial or legal material.
07
7. Export the editable PowerPoint or Word file
Sembly currently documents editable .pptx and .docx output. Use PowerPoint for presentation-first work such as pitch decks and QBRs, and Word for document-first artifacts such as proposals, SOWs and project plans.
After export, route the file through the same internal approval and version-control process you would use for manually produced client work.
08
8. Check pricing before scaling the workflow
The current monthly pricing page lists Basic at $17, Pro at $29 per user and MAX at $39 per user, plus Enterprise. Plan limits include clients, brand packages, credits and integration allowances, so high-volume teams should evaluate capacity rather than only the headline subscription price.
For the broader product, current plan details and integration boundaries, use the main Sembly 3.0 overview linked below.
Sources
Primary and supporting sources
Facts were rechecked against the linked sources immediately before publication. Pricing, product availability and rollout status can change.