QuantyDocs

Build a client-ready deck

Quarterly review time: your portfolio sheet holds the numbers, and the deck needs to exist by tomorrow. In this recipe you generate a presentation straight from the sheet, polish it with AI edits, brand it with your organization's theme, and hand the client a public link that keeps working even after you regenerate the slides.

What you need: a sheet with processed data (see Extract data from PDFs) and owner or admin role if you also want to change the organization theme.

Step 1 — Generate the presentation

In the sheet toolbar, open the Present dropdown and choose Generate presentation. You can set:

  • a title and optional subtitle,
  • the language of the deck — English, Polish or German,
  • whether to include sub-sheets in the source data,
  • optional insights you want the deck to emphasize.

Generation uses AI and counts against your organization's token budget. The deck opens in the presentation viewer when it's ready; up to 4 recent decks stay one click away in the same dropdown.

Step 2 — Review the slides

Walk through the generated slides in the viewer. Each deck is built from the sheet's actual values, so check the numbers against the grid — the source is one breadcrumb away.

Step 3 — Edit with AI

Click Edit with AI to open chat scoped to the deck, then ask for changes in plain language:

Shorten slide 3 to three bullets and add a risks slide before the summary.

The assistant updates the slides in place. You can keep iterating until the story is right.

Step 4 — Apply your branding

Under Settings → Presentations, owners and admins can set the organization-wide presentation theme: slide style (Light or Dark), Brand color, slide background, text color, chart colors, Company name and a slide footer, with a live preview. The theme applies to every generated deck — including what viewers of public links see.

Step 5 — Present or share by link

  • Present switches to fullscreen presentation mode.
  • To share, use Create public link and copy. Anyone with the link can view the deck at its /shared/ URL — no Quanty account needed, and no internal identifiers are exposed.

Step 6 — Regenerate as data changes

When the sheet gets new data, open the deck and click Regenerate. The presentation is rebuilt from the latest data in place — the deck's URL and the public share link stay stable, so the client's link never breaks.

When the engagement ends, Revoke public link turns the link off immediately. Deleting a presentation also revokes its share link, and the source spreadsheet is not affected.

Where to go next