How to create branded documents and lead magnets with AI

1:26 · Published 2026-10-11

In CustomIQ documents are created from the Studio Document generator: you describe the document (a guide, a catalog, a proposal), the agent writes and lays it out with your brand and it lands in Documents, where you download it or share it with a public link. The IQ chat includes them when a plan needs a lead magnet.

Step-by-step guide: Create documents Try CustomIQ

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0:00Introduction

In this tutorial you'll create a branded document, like a guide, a checklist or a proposal, ready to download or share. We're in the Document generator, in Studio.

0:14Set up the document

First, who it's for. The agent writes for this segment's needs and questions. Then the campaign it supports. The document follows that campaign's strategy. And your brand profile, so it uses your logo, colors, fonts and tone. You can add AI images. For this example, none. The button shows the cost in credits before you generate. Click Generate.

0:40Generate

The agent researches the topic, writes the content and lays it out as a PDF with your brand. It takes a few minutes, and you can keep working.

0:51Preview and download

Done. Your new document is ready, with its language, page count and size. Preview it right here. It's a finished, branded PDF, ready to send to a client or to use as a lead magnet. Download it, or share it with its public link. CustomIQ also creates documents on its own when a plan or a landing needs a lead magnet, and you'll find all of them here, in Documents.

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