Help Center

One Click Client Presentations

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

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