When this helps most
- The deck repeats, with the same sections every time.
- Somebody copies figures between systems to produce it.
- A wrong number in it would cost you something real.
Client and proposal decks
An AI presentation maker that fills your deck, not a new one
Account statements, ad platform figures and customer records are read and written into your own template. A person edits the commentary and sends it.
Book a free Claude 101
How it works
- Reads your systems
- Checks every figure against its source
- Fills your template
- Drafts the commentary, then stops
- A person edits and approves it
Where it is running
A wealth advisory firm
Proposal decks drafted from three custodians’ statements.
A marketing agency
One report per client, pulling spend and results from every channel.
“My time is cut in half for a higher quality deliverable.” Garrett Ira, founder
Works with Google Slides, PowerPoint, Excel, Google Sheets, Salesforce, Black Diamond, HubSpot and Windsor.ai.
Who it is for
A good fit
The deck repeats every cycle, and somebody copies figures into it by hand.
Not a fit
If your deck changes shape every time, or nobody copies figures into it, keep doing it by hand.
Is this the right fit for your firm?
Does your deck change?
No. Your template is the specification, and the output is your file with new numbers in it.
Who writes the commentary?
Claude drafts it from what the numbers did, for a person on your team to edit.
Where do client statements go?
Nowhere new. The work runs in the firm’s own Claude account, reading statements where they are already stored.
What happens when data is missing?
The section is skipped or flagged. Nothing is invented to fill a gap.
You already have reporting tools. Why this?
Reporting tools show numbers on a screen. This produces the document you send, in your format, and stops when a figure cannot be proved.
Start with the deck your team makes by hand every cycle
A free one-hour training for your team on Claude, the AI assistant made by Anthropic, on the documents they already make.
Book a free Claude 101