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Vision Board

The Vision Board is a from-idea-to-offer wizard. It lets an operator go from a raw product idea to a complete, shareable offer spreadsheet in one screen.

What it does

  1. Upload a product concept — drag and drop a document (or fill in the fields) that describes the product idea.
  2. Generate an offer spreadsheet — the wizard produces a full spreadsheet containing all 60 product templates, ready to be edited.
  3. Connect a spreadsheet — the generated sheet can be opened directly in Google Sheets for collaborative editing.
  4. Provision API credentials — the wizard generates API credentials so the operator's integrations can be wired up.

Data model

The Vision Board flow writes to the workspace workspace:

  • The upload artifact and its derived spreadsheet (offer_spreadsheet).
  • Generated API credentials (workspace_api_credentials), which are one-time or scoped secrets surfaced to the connected integrations.

Design intent

The Vision Board is a generation + orchestration step: it lowers the friction of turning an idea into an onboarding flow that the rest of the platform (offers, campaigns, landing pages) can act on. The 60-templates spreadsheet makes the offer catalog explicit and editable, while the generated credentials bridge the operator to the integrations page.