Articles on: Templates & Content Library

What is the content library?

The content library is your workspace's shared pool of reusable files, links, and media — case studies, decks, demo videos, research reports, competitor intelligence. Anything your team uses across multiple rooms.



Why a library (and not just templates)?


Templates and the library solve different problems.


Templates

Content library

Save entire room structures (sections + widgets)

Save individual assets (files, links, media)

Used at room creation

Used any time — drop an asset into any room

Best for proposals, kickoffs, QBRs

Best for case studies, decks, demos, reference links


You use a template when you want to build a whole room fast. You pull from the library when you want to add a specific piece of content to a room you're already building.


What belongs in the library


Library items are assets — files you've uploaded or links to external resources. There's no item-type taxonomy: an asset is an asset (you tag it instead, see Organizing library content).


Good library candidates:


  • Customer case studies
  • Product demo videos
  • Sales decks
  • Standard T&Cs and legal documents
  • Competitor intelligence links
  • Internal research dashboards
  • Brand assets (logos, style guides)


Bad library candidates:


  • Content that's always deal-specific (just add it directly to the room)
  • Text snippets, headings, CTAs — these live inside rooms, not the library


How it's organized


The library is a flat, searchable list. Filtering is done through:


  • Search — by item name
  • Tags — labels you apply to each item (e.g. Sales, Q4, Enterprise)


No folders. No pinning. The combination of search + tags handles most scale.



Who can use it


Browsing and adding library items to rooms: any member (Admin, Pro, Basic).


Adding new items, editing, or deleting library content: Admins and Pro users.


How items are used in rooms


When you add a library item to a room, the room references that resource. The library keeps track of where each resource is used — templates and already-created rooms — so that when you upload a newer file with Update version, you choose the scope: Replace everywhere (templates and every existing room that uses it) or Templates only (existing rooms keep their current copy; only new rooms get the update).


Editing a resource's name, description or tags only changes the library listing. See Keeping library content up to date.


Adding library content from anywhere


You don't need to open the Library page to use it: wherever you attach resources while building — for example the Add resource chip when generating a room or a template with AI — the Add a resource dialog offers From library next to Upload file and Add link. See Adding assets to the library.


Updated on: 01/10/2026

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