Presentations
A presentation is a slide deck built from your tables. Slides with numbers, charts and tables can stay bound to the table, so Refresh data brings the latest figures into the same deck. You build a deck slide by slide, let AI plan one from the data, or ask the assistant in chat to change it. A finished deck is presented full screen, shared with a link, or exported to PowerPoint and PDF.
The slide layouts, pictures and themes are on Slide layouts and themes.
Before you start
- Presentations are part of every plan. A deck belongs to a project and reads its tables.
- Building and changing decks needs edit rights (members and admins). Viewers open and present them.
- Create with AI and Edit with AI use AI credits and are available when your organization can spend them.
Where presentations live
- In a project: the Presentations group of the project rail ("Presentations generated from this table. Create new ones here or by asking the chat.").
- Across the organization: Presentations & dashboards, with a Presentations tab.
Create a presentation
Click + next to Presentations in the project rail, or Create on the project's list:
| Choice | What happens |
|---|---|
| Empty presentation | "Start from a blank slide and build the deck yourself". |
| Create with AI | "AI analyzes the table and plans the slides". |
Create a presentation with AI: "AI plans the slides from the table's data. Give it an objective and it builds the narrative around it."
| Field | What it means | Example |
|---|---|---|
| Presentation objective (optional) | The story the deck should tell. | Show that sales are growing thanks to new customers |
| Include dashboards | "AI may embed widgets from existing dashboards". | On |
The deck is built in the background ("Presentation queued. You can keep working") and appears in the list when ready, with a notification. You can also ask the AI assistant for a deck, or type / in chat and pick Generate slides.
The editor
| Part | What it does |
|---|---|
| Header | Open table, Refresh data, Export, share, delete, Theme, Present, Save and Edit with AI. Click the deck's name to rename it ("Click to rename"). |
| Slides | The slide list with its count. Drag a slide to move it (Drag to reorder); hover for Duplicate slide and delete ("The slide will be removed from the presentation."). |
| One slide / All slides | One slide at a time, or the whole deck as a scrolling stack. The bar says where you are, for example "3 / 6 · Chart". |
| Add | The layouts: "Click a layout to add it after the selected slide, or drag it into the slide list." |
| Settings | Slide settings of the selected slide, with Data and Appearance, Cancel and Apply. |
| Theme | The look of this deck (see Slide layouts and themes). |
Changes wait for Save presentation ("Presentation saved"). Leaving with unsaved changes asks "This presentation has unsaved changes. Save them before leaving the editor?". A slide that is not ready says why, for example "This chart has no data yet. Choose its data before saving" or "This slide needs a title.".
Present
Present plays the deck full screen. Move with the arrow keys, Space, Page Up and Page Down; Escape ends it, and so does leaving full screen.
Refresh data
Refresh data recalculates every slide bound to a table: "Presentation data refreshed from the table". The deck keeps its address and its share link.
A deck the AI built without any bound slides is rebuilt instead: "This deck has no data bindings, so refreshing rebuilds it from the table. Manual slide edits will be lost." It asks first (Rebuild the presentation?).
Export to PowerPoint and PDF
Open Export and choose Export PPTX or Export PDF. Uploaded pictures are included in both; a picture added by link appears as a placeholder with its caption. In the PowerPoint file the charts stay editable, so a colleague can restyle them or change their numbers there.
Look through the file before you send it
An exported file can differ from the screen in small layout details.
The assistant in chat can export a deck too; the file is saved in Files.
Share a presentation
- Click the share button.
- Under Who can open the link, choose Public ("Anyone on the internet with the link can view") or Organization only ("Only signed-in members of your organization can view").
- Click Create link and copy.
A Public link opens for anyone who has it; an Organization only link asks visitors to sign in and opens only for members of your organization. Nobody can edit the deck through a link. Revoke link stops it ("This link is invalid or has been revoked."). Manage all shared links lists every active link of the organization.
Edit with chat
Click Edit with AI, or open chat with the deck on screen:
Add a comparison slide of the two carriers after slide 4,
and put a dark veil over the background picture on the title slide.The assistant can add, change, move, duplicate and remove slides, bind them to a table and change pictures. Deleting a deck still waits for your confirmation. If the assistant changes the deck while you have unsaved changes: "The assistant changed this presentation while you were editing. Saving now replaces its changes with yours." Choose Load its version or save yours.
Limits
| What | Limit |
|---|---|
| Slides per deck | 40 ("This deck has reached the limit of 40 slides.") |
| Points on an Insights slide | 8 |
| Metrics on a KPIs slide | 6 |
| A chart | up to 12 points, up to 4 series |
| A table slide | 12 rows, 6 columns |
| Widgets on a Dashboard slide | 8 |
| A comparison | 2 or 3 panels, up to 6 points each |
Good to know
- Deleting a deck. "The deck will be removed. The source table is not affected."
- The organization's look. Every deck starts from the organization's presentation theme; a deck can override it (see Slide layouts and themes).
- Decks and dashboards together. A Dashboard slide shows widgets of a dashboard inside a deck.
Related pages
- Slide layouts and themes: every layout, pictures, backgrounds and themes.
- Dashboards: the live sibling of a deck.
- Build a client-ready deck: a step-by-step recipe.
- AI assistant: changing the open deck in chat.