Who should use the Create interactive product demos workflow?
Teams or solo builders working on marketing tasks who want a repeatable process instead of one-off tool experiments.
AI Workflow · Marketing
Practical execution plan for create interactive product demos with clear steps, mapped tools, and delivery-focused outcomes.
Deliverable outcome
Optimized demo with improved engagement and lower drop-off rates
30-90 minutes
Includes setup plus initial result generation
Free to start
You can swap tools by pricing and policy requirements
Optimized demo with improved engagement and lower drop-off rates
Use each step output as the input for the next stage
Step map
Instead of relying on a single generic AI model, this pipeline connects specialized tools to maximize quality. First, you'll use Notion AI 3.0 to a clear demo blueprint with selected features and a user journey map. Then, you pass the output to Loom to a library of screen recordings and screenshots organized by feature step. Then, you pass the output to Walnut to a functional interactive demo with clickable hotspots and branching paths. Then, you pass the output to Walnut to personalized demo versions for each target segment or prospect. Then, you pass the output to Walnut to live interactive demo accessible on website and in-app. Then, you pass the output to Navattic to demo shared with prospects and engagement data collected for follow-up. Finally, Walnut is used to optimized demo with improved engagement and lower drop-off rates.
Plan demo scope and identify key features
A clear demo blueprint with selected features and a user journey map
Capture or record product screens and interactions
A library of screen recordings and screenshots organized by feature step
Build the interactive demo in a dedicated platform
A functional interactive demo with clickable hotspots and branching paths
Personalize demo for specific prospects or use cases
Personalized demo versions for each target segment or prospect
Embed demo on website and in-app
Live interactive demo accessible on website and in-app
Share demo with prospects and track engagement
Demo shared with prospects and engagement data collected for follow-up
Refine demo based on analytics and feedback
Optimized demo with improved engagement and lower drop-off rates
Define the product's core value proposition and select 3-5 features that best demonstrate it. Map out a user journey flow that highlights pain points and solutions. This ensures the demo stays focused and impactful.
Why Notion AI 3.0: Notion AI 3.0 can serve as a central workspace for planning demo scope, capturing notes, and mapping flows, combining the needs for documentation and flow mapping in one tool.
Use screen recording or screenshot tools to capture each step of the product interface as it would appear during the demo. Record mouse movements, clicks, and transitions to create a realistic interactive experience. Ensure high resolution and clean UI (hide bookmarks, notifications).
Why Loom: Loom directly matches the need for screen and camera recording, with added AI summarization and editing features.
Import captured screenshots or recordings into an interactive demo tool (e.g., Storylane, Walnut, or Demostack). Add clickable hotspots, tooltips, and branching logic to simulate real user choices. Link screens in a logical sequence so the viewer can navigate freely.
Why Walnut: Walnut is a dedicated interactive demo platform that allows building, personalizing, and sharing demos, directly matching the step's need.
Duplicate the base demo and customize copy, screens, or paths for different buyer personas or industries. Replace generic placeholder text with prospect-specific messaging (e.g., company name, industry pain points). Use dynamic fields if the platform supports them.
Why Walnut: Walnut explicitly offers personalization for specific prospects and integrates with CRMs like HubSpot and Salesforce.
Generate an embed code or shareable link from the demo platform. Insert the demo into a product page, landing page, or in-app modal using an iframe or a JavaScript snippet. Test the embedded demo on mobile and desktop to ensure responsiveness and load speed.
Why Walnut: Walnut provides embed features for websites and apps, directly supporting this step's requirement.
Send personalized demo links via email, LinkedIn, or sales outreach tools. Use the demo platform's analytics to monitor views, time spent per screen, and click-through rates on hotspots. Follow up with prospects based on their engagement patterns (e.g., re-engaged on a specific feature).
Why Navattic: Navattic automates demo sharing with prospects and includes lead qualification features, aligning with sharing and tracking engagement.
Review drop-off points and low-engagement screens in the analytics. A/B test alternative hotspot placements, tooltip copy, or screen order. Collect qualitative feedback from sales reps and prospects to identify friction points. Iterate the demo to improve conversion.
Why Walnut: Walnut offers analytics and personalization features that support refining demos based on engagement data and feedback.
§ Before you start
Teams or solo builders working on marketing tasks who want a repeatable process instead of one-off tool experiments.
No. Start with the top pick for each step, then replace tools only if they do not fit your pricing, compliance, or output needs.
Open the mapped task page and compare top options side by side. Prioritize output quality, integration fit, and predictable cost before scaling.
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