# offgen Blog: Secure AI and PowerPoint Best Practices Practical guides for consulting, banking, M&A, and regulated industries. Canonical URL: https://www.offgen.ai/en/blog Authors: [Florian Ploszczyk](https://www.offgen.ai/en/authors/florian-ploszczyk), [Maximilian Betz](https://www.offgen.ai/en/authors/maximilian-betz), [Robin Mattis](https://www.offgen.ai/en/authors/robin-mattis) ## Articles - [AI Agents in PowerPoint: Secure Workflows, Controls, and Use Cases](https://www.offgen.ai/en/blog/ai-agents-powerpoint-enterprise-guide): An AI agent in PowerPoint can read company knowledge, plan a deck and edit slides. Here is how to scope its permissions, bound its actions and test it before rollout. - Topics: PowerPoint & Agent Workflows, Foundations, Security & EU Regulation - [AI in Banking Presentations: Use Cases, Risks, and Governance](https://www.offgen.ai/en/blog/ai-banking-presentations): Where AI helps in bank presentation workflows, where it must not go, and the governance a supervised institution needs: source authority, access, DORA and human release. - Topics: Banking & Finance, Security & EU Regulation, PowerPoint & Agent Workflows - [AI for Consulting Firms: 15 Practical Use Cases, Risks, and Controls](https://www.offgen.ai/en/blog/ai-for-consulting-firms): Fifteen AI use cases that hold up in a consulting firm, ranked by value and risk, with the control each one needs and the ones I would not start with. - Topics: Consulting, Foundations, PowerPoint & Agent Workflows - [AI for FP&A Presentations: Monthly Reporting Without Broken Numbers](https://www.offgen.ai/en/blog/ai-fpa-presentations-monthly-reporting): How finance teams automate the monthly reporting pack without losing number integrity: one source per figure, native charts, variance commentary rules and a reconciliation gate. - Topics: Banking & Finance, PowerPoint & Agent Workflows - [AI in M&A: Use Cases, Confidentiality Risks, and a Safe Workflow](https://www.offgen.ai/en/blog/ai-in-ma): Where AI helps across an M&A process, where confidentiality makes it unacceptable, and the workflow controls a deal team needs before anything touches the data room. - Topics: M&A & Private Equity, Security & EU Regulation - [AI in Pharmaceutical Presentations: Medical, Legal, and Regulatory Review](https://www.offgen.ai/en/blog/ai-pharmaceutical-presentations): How AI fits a pharmaceutical presentation workflow without breaking medical, legal and regulatory review: claim substantiation, approved copy, reference linking and audit trail. - Topics: Regulated Industries, Security & EU Regulation - [AI Presentation Governance: A Practical Framework for Enterprise Teams](https://www.offgen.ai/en/blog/ai-presentation-governance-framework): AI presentation governance defines what an AI system may read, generate, change and release in your slide production. Here is the framework we use with enterprise teams. - Topics: Foundations, Security & EU Regulation - [AI Presentation Software for the Public Sector: Security and Procurement Checklist](https://www.offgen.ai/en/blog/ai-presentation-software-public-sector): A procurement checklist for public sector buyers of AI presentation software: records requirements, accessibility, security classification, supplier risk, NIS2 and exit. - Topics: Regulated Industries, Security & EU Regulation - [AI Presentations for Insurance Companies: Governance, Use Cases, and Controls](https://www.offgen.ai/en/blog/ai-presentations-insurance): Insurance presentation workflows span regulated reporting, actuarial analysis, distribution material and claims. Here is how to govern AI across all four without one blanket rule. - Topics: Regulated Industries, Security & EU Regulation - [Can You Put Confidential M&A Data into an AI Tool? A Decision Framework](https://www.offgen.ai/en/blog/confidential-ma-data-ai-tools): A structured way to answer whether specific deal material may go into a specific AI tool, covering NDAs, inside information, personal data, the processing chain and deletion. - Topics: M&A & Private Equity, Security & EU Regulation - [Consulting CV and Project Reference Database: Structure, Tags, and Governance](https://www.offgen.ai/en/blog/consulting-cv-project-reference-database): The data model behind a credentials library that AI can safely retrieve from: CV fields, reference fields, permission levels, tagging, review cycles and GDPR duties. - Topics: Consulting, PowerPoint & Agent Workflows, Security & EU Regulation - [Consulting Presentation Checklist: 40 Checks Before Client Delivery](https://www.offgen.ai/en/blog/consulting-presentation-checklist): Forty checks across argument, evidence, numbers, confidentiality, brand and the final file, ordered the way an experienced reviewer actually works through a deck. - Topics: Consulting, Foundations - [Consulting Slide Library Best Practices: Taxonomy, Ownership, and Reuse](https://www.offgen.ai/en/blog/consulting-slide-library-best-practices): Most slide libraries fail because nobody owns them. Here is the taxonomy, ownership model, review cycle and retrieval design that makes reuse actually happen. - Topics: Consulting, PowerPoint & Agent Workflows - [DORA Checklist for AI Presentation Software in Financial Services](https://www.offgen.ai/en/blog/dora-ai-presentation-software-checklist): DORA has applied since 17 January 2025. A practical checklist for assessing AI presentation software as an ICT third party service: contracts, register, testing, exit. - Topics: Banking & Finance, Security & EU Regulation - [Editable AI PowerPoint: Why Native Slides Matter for Professional Teams](https://www.offgen.ai/en/blog/editable-ai-powerpoint-native-slides): Native slides are not a formatting preference. They determine whether review is possible, whether corrections are cheap, whether content is accessible and whether you can leave. - Topics: PowerPoint & Agent Workflows, Foundations - [Enterprise AI Presentation Software: Evaluation Checklist for 2026](https://www.offgen.ai/en/blog/enterprise-ai-presentation-software-checklist): A buyer's checklist for AI presentation software in 2026: data processing, permissions, output format, brand control, auditability, contracts and exit. 60 questions. - Topics: Foundations, Security & EU Regulation - [EU AI Act AI Literacy: A Practical Training Plan for Professional Teams](https://www.offgen.ai/en/blog/eu-ai-act-ai-literacy-training-plan): Article 4 has applied since 2 February 2025. A practical AI literacy programme for professional teams: role based tiers, content, evidence, and how to keep it current. - Topics: Security & EU Regulation, Regulated Industries - [EU AI Act for Deployers: What Applies in 2026 and What Comes Later](https://www.offgen.ai/en/blog/eu-ai-act-deployer-checklist): A deployer checklist for the EU AI Act as it stands in 2026: what applies now, what the Digital Omnibus deferred, and the obligations most organisations have missed. - Topics: Security & EU Regulation, Regulated Industries - [Excel to PowerPoint Automation: Editable Charts, Tables, and Source Control](https://www.offgen.ai/en/blog/excel-to-powerpoint-automation): How to move numbers from a workbook into slides without losing editability or traceability: native chart objects, linking strategies, refresh behaviour and source footers. - Topics: Banking & Finance, PowerPoint & Agent Workflows - [Human in the Loop Review for AI Generated Presentations](https://www.offgen.ai/en/blog/human-in-the-loop-ai-presentations): Human review only works when the reviewer has time, evidence, authority and a checklist. Here is how to design a review gate for AI generated decks that actually catches things. - Topics: Foundations, Security & EU Regulation - [Investment Banking Pitchbook Automation: A Controlled End to End Workflow](https://www.offgen.ai/en/blog/investment-banking-pitchbook-automation): How to automate pitchbook production without breaking compliance: controlled data sources, comps and profiles from approved records, native charts, wall crossing and sign off. - Topics: Banking & Finance, M&A & Private Equity, PowerPoint & Agent Workflows - [Investment Committee Presentation Template: Structure and Review Checklist](https://www.offgen.ai/en/blog/investment-committee-presentation-template): A page by page structure for an investment committee paper, what each section must contain, and the review checklist that stops a committee debating formatting instead of risk. - Topics: M&A & Private Equity, Banking & Finance - [M&A Pitchbook Checklist: 35 Checks Before the Client Sees It](https://www.offgen.ai/en/blog/ma-pitchbook-checklist): Thirty five checks across valuation, comps, market data, confidentiality, disclaimers and the final file, in the order an experienced reviewer works through a pitchbook. - Topics: M&A & Private Equity, Banking & Finance - [PowerPoint Brand Governance: How Enterprises Keep Every Deck Compliant](https://www.offgen.ai/en/blog/powerpoint-brand-governance-guide): Brand governance for PowerPoint means enforcing masters, wording and locked elements in the file itself, not in a guideline PDF nobody opens. Here is how to build it. - Topics: Foundations, PowerPoint & Agent Workflows - [PowerPoint Citations: Source Footers, Links, and AI Verification](https://www.offgen.ai/en/blog/powerpoint-citations-source-footers): How to cite sources on slides so claims stay verifiable: footer conventions, record identifiers, as of dates, link durability, and how to verify AI generated citations. - Topics: PowerPoint & Agent Workflows, Security & EU Regulation - [What Is a PowerPoint Company Brain? An Enterprise Guide](https://www.offgen.ai/en/blog/powerpoint-company-brain-guide): A PowerPoint Company Brain is a governed knowledge layer that connects approved slides, CVs, references, templates and wording to the people and agents who build decks. - Topics: Foundations, PowerPoint & Agent Workflows - [RFP to PowerPoint: A Controlled Proposal Workflow for Consulting Firms](https://www.offgen.ai/en/blog/rfp-to-powerpoint-consulting-workflow): A step by step workflow from RFP receipt to submitted proposal deck: compliance matrix, bid thesis, controlled retrieval, native slides and three separate reviews. - Topics: Consulting, PowerPoint & Agent Workflows - [How to Automate Consulting Proposals with AI Without Losing Quality](https://www.offgen.ai/en/blog/automate-consulting-proposals-ai): What I learned building proposals in consulting, and the workflow from RFP to finished deck I would use today: approved evidence, bounded AI, partners still accountable. - Topics: Consulting, PowerPoint & Agent Workflows - [GDPR and AI Presentations: A Practical Compliance Checklist](https://www.offgen.ai/en/blog/gdpr-ai-presentations-checklist): A working GDPR checklist for AI presentations from a certified DPO: lawful basis, minimization, vendors, transfers, retention, security, and human release. - Topics: Security & EU Regulation, Regulated Industries - [PowerPoint Automation for Regulated Industries: The Complete Guide](https://www.offgen.ai/en/blog/powerpoint-automation-regulated-industries): How I would build PowerPoint automation for a regulated team: approved inputs, bounded actions, traceable sources, native output, and a named human approver. - Topics: Foundations, Regulated Industries, Security & EU Regulation