We try to push the envelope when it comes to AI and what it’s capable of. Today we are announcing One Click Client Presentations.
Impressed?
How it Works
Generate a Pre Meeting Brief (ones that show up in your inbox) or you can generate them on demand by going to the Client Record (CRM Contacts) or one of your Meetings (Events), and click on Pre Meeting Brief.
Once you have a Pre Meeting Brief, click “Generate Deck” button.
Within a minute you will have a full Powerpoint Presentation that will serve as a solid base for a Client Review Presentation.
An Email is sent to you, simply click Download and Open the Deck in any Powerpoint compatible editor. Works with Microsoft Powerpoint, Google Slides, Open Office, etc…
From here you can edit the presentation, add more content, etc….
Branding & Colors
Need to customize your theme with your logos, colors or branding? Please complete the for below. We will customize the theme for you. Given high demand, give us a few days turn around on this.
Please complete this form to customize your Brand/Colors
More Customizations and Presentation Templates
If you have a “Template” i.e. you have a presentation you always give your New Clients based on information they provided you, you always use these 10-15 slide topics, but need to fill them in for the client. You can email us these templates and we can apply them for you so you can reuse them over and over again, but the AI can do the heavily lifting for you. Email them to [email protected]
This feature is new and a work in progress. Usage of this feature is of course optional and is subject to change based on feedback.
We really need your feedback, please email to [email protected]
Keywords: Generate Deck, Powerpoint, Client Presentation, Google Slides
FAQs
How do I generate a client presentation using One Click Client Presentations?
First, generate a Pre Meeting Brief either from your inbox, the Client Record (CRM Contacts), or one of your Meetings (Events) by clicking on Pre Meeting Brief. Once you have the brief, click the 'Generate Deck' button. Within a minute, you will receive an email with a downloadable PowerPoint presentation that serves as a base for your client review.
Can I customize the branding and colors of the generated presentations?
Yes, you can customize your theme with your logos, colors, or branding by completing a customization form provided by the service. Due to high demand, customization may take a few days to complete.
Is it possible to use my own presentation templates with this feature?
Yes, if you have a presentation template you regularly use, you can email it to [email protected]. The team can apply your template so the AI can fill in client-specific information, allowing you to reuse the template efficiently. This feature is new and optional, and may evolve based on user feedback.