Practical guides for consulting, banking, M&A, insurance, and regulated industries. Learn how to automate presentation work while protecting confidential data, approved content, brand standards, and human review.
18 articles · PowerPoint & Agent Workflows
Hands-on test of ChatGPT Astra for PowerPoint presentations: where GPT-6 Astra makes good slides, where templates and sources break, plus a 30-minute test.
Build consulting storylines without overlaps or gaps. Includes split patterns, a worked slide sequence, a 12-point MECE checklist, and an AI prompt pattern.
A conservative PowerPoint automation ROI model with formulas, a worked example, sensitivity analysis, and a pilot plan for measuring time, quality, and risk.
The Pyramid Principle in PowerPoint on one worked example: message tree, a weak storyline rewritten answer-first, action title tests, seven steps, AI prompt.
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.
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.
An AI agent in PowerPoint can read company knowledge, plan a deck and edit slides. How to scope its permissions, bound its actions and test it before rollout.
Automate the monthly finance reporting pack without losing number integrity: one source per figure, native charts, variance commentary rules and reconciliation.
Native slides are not a formatting preference. They decide whether review is possible, corrections stay cheap, content is accessible and you can switch vendors.
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.
Automate Excel to PowerPoint without broken links or pasted images: native charts and tables, a named-range extraction contract, clean refresh, source footers.
Most slide libraries fail because nobody owns them. Here is the taxonomy, ownership model, review cycle and retrieval design that makes reuse actually happen.
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.
Pitchbook automation for investment banks: comps, profiles and charts from approved data, compliance controls in the system, and a conservative ROI model.
PowerPoint brand governance for enterprises: lock masters, logos and disclaimers in the file, and what a brand compliance checker should verify on every deck.
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.
A step by step workflow from RFP receipt to submitted proposal deck: compliance matrix, bid thesis, controlled retrieval, native slides and three separate reviews.
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.
Authors
Our founders write from first-hand experience: Florian on consulting and agentic AI, Maximilian on data protection and enterprise operations, and Robin on AI architecture and security. We share this expertise to help teams build safer, faster, and more professional presentation workflows. Regulatory content is grounded in primary sources and receives specialist review where required.
Product strategy, consulting, and agentic AI workflows
Florian writes about consulting workflows, professional presentations, company knowledge, and the controlled adoption of agentic AI.
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Strategy, enterprise operations, and data protection
Max writes about management consulting, enterprise adoption, data protection, and the operating controls required for AI in regulated organisations.
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AI infrastructure, software architecture, and security
Robin writes about AI architecture, secure data flows, software engineering, PowerPoint systems, and scalable enterprise integrations.
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