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.
14 articles · PowerPoint & Agent Workflows
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. Here is how to scope its permissions, bound its actions and test it before rollout.
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.
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.
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.
How to move numbers from a workbook into slides without losing editability or traceability: native chart objects, linking strategies, refresh behaviour and 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.
How to automate pitchbook production without breaking compliance: controlled data sources, comps and profiles from approved records, native charts, wall crossing and sign off.
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.
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.
View profile
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.
View profile
AI infrastructure, software architecture, and security
Robin writes about AI architecture, secure data flows, software engineering, PowerPoint systems, and scalable enterprise integrations.
View profile