Taskade Genesis converts your sales playbooks and product PDFs into rep-certification quizzes that run on autopilot — so your team enters every call knowing the product cold, without sitting through a two-hour training session.
What Is the PDF-to-Sales-Enablement Quiz?
It's a Taskade Genesis app that reads your product spec sheets, competitive battle cards, or objection-handling guides and outputs scored certification quizzes with pass thresholds, answer explanations, and automatic re-test triggers for anyone who doesn't pass.
Why Use It?
- Battle-card mastery: The AI agent extracts competitor differentiators and turns them into scenario-based questions your reps actually remember.
- Automated re-testing: Reliable automations re-assign the quiz to anyone who scores below the threshold — runs without manager follow-up.
- CRM integration: 100+ two-way integrations let you push certification status directly into Salesforce or HubSpot.
- Leaderboard view: Switch to Board view to gamify the certification process and surface top scorers.
- Persistent memory: The agent tracks each rep's historical scores and surfaces their weakest product areas first.
Who Should Use It?
- Sales enablement managers certifying a growing team at scale.
- Revenue Operations leads standardizing product knowledge across regions.
- SDR team leads running weekly product-knowledge sprints.
- Channel partner managers certifying resellers on new product lines.
- Startup founders who personally wrote the playbook and need to scale it.
How To Build a Sales Certification Quiz
- Upload your sales playbook PDF at /convert.
- Prompt: "Create a 15-question certification quiz with scenario-based questions and a 75% pass threshold."
- Review questions in Table view and tweak phrasing for your industry.
- Set pass/fail automations that notify managers and schedule re-tests via /automate.
- Push certification badges to your CRM using a 100+ integration trigger.
Explore automation templates for sales workflows or see what the community has built for sales teams.