Book a free Claude 101Your data goes in. Your deck comes out, filled.
Account statements, ad platform figures and customer records are read, sorted and written into your own template. Every number is checked against the system it came from. A person edits the commentary and sends it.
Built for a wealth advisory firm and a marketing agency. An hour of prep per client became ten minutes. A ten hour quarterly report became twenty.
An ai slide maker or ai slide deck generator builds a new one in its own layouts. Yours already exists, and compliance signed it off.
The run grounds every displayed figure against the workbook behind it, and a gate stops the deck when one does not tie out. It has fired: a run stopped at three violations and produced nothing rather than a deck with a wrong number in it.
The insight text is drafted, validated twice, and handed over for editing. It is never sent on its own.
Prospects arrive with statements from three custodians in three layouts. Holdings used to be typed into a spreadsheet by hand before an advisor could build a recommendation. Now the statements go in and the current and proposed allocations land on the right slides of the firm's own proposal deck. An hour per client became ten minutes.
One report per client, pulling spend and results from every channel. The run builds the analytical workbook first, then the deck on a copy of their master template. Ten hours became twenty minutes, so reports go out monthly instead of quarterly.
Google Slides, PowerPoint, Excel, Google Sheets, Salesforce, Black Diamond, HubSpot, and Windsor.ai for ad platform data. If your data sits somewhere else, we build the connector.
Does it repeat, with the same sections every time? Does somebody copy figures between systems to produce it? Would a wrong number in it cost you something real?
Three yeses and it pays for itself quickly. Fewer and we will tell you to keep doing it by hand.
No. Your template is the specification, and the output is your file with new numbers in it.
Yes. At the agency the run builds the analytical workbook in their Drive folder first, then the deck from it, and the same machinery fills a marketing report template or crm reports.
Claude drafts it from what the numbers did, following observation, implication, recommendation. A person edits and approves before anything is sent.
The section is skipped or flagged. Nothing is invented to fill a gap.
Reporting software and client reporting tools show numbers on a screen. This produces the document you send, in your format, and stops when a figure cannot be proved.
We map the systems, build against your real file, then run it beside the manual version for one cycle to prove the figures agree.
Most firms have one document that repeats. If somebody on your team rebuilds yours by hand every cycle, we can tell you quickly whether this is worth automating.