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Build a client-ready deck

Quarterly review time: your portfolio table holds the numbers, and the deck needs to exist by tomorrow. In this recipe you let AI plan a presentation from the table, shape the slides, give the deck its own theme, and hand the client a link or a PowerPoint file.

What you need: a project with a table of processed data (see Extract data from PDFs).

Step 1: Create the presentation with AI

Open the Presentations page of the project and click Create, then Create with AI. The dialog asks for an optional Presentation objective. Write what the deck should prove, for example:

Show that the portfolio grew this quarter and that two suppliers carry most of the risk.

Switch on Include dashboards if the deck may embed widgets from dashboards you already have. The deck is built in the background and appears in the list when it is ready. Generation uses AI and counts against your organization's credit budget.

Prefer to start from nothing? Empty presentation opens a blank deck.

Step 2: Review the slides

Switch the view to All slides to read the deck as one scrolling stack, then back to One slide to work on a single slide. Every slide is built from the table's actual values, so check the numbers against the table.

Step 3: Shape the deck

Add what is missing from Add slide. The layouts that help most in a client deck:

  • Comparison for two or three options side by side,
  • Quote for what the client or an expert said,
  • Text and picture or Picture to give the story a face,
  • Chart and KPIs for the numbers.

On the title, section, closing and quote slides you can set a Background picture and pick a Dark veil or a Light veil, so the text stays readable. Upload a picture, paste it, drag it in or use a link. Changes wait for Save presentation: click it before you leave the editor.

Step 4: Edit with AI

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

Shorten slide 3 to three points and add a risks slide before the closing slide.

The assistant changes the slides in place. You can keep going until the story is right.

Step 5: Give the deck its theme

Click Theme. Pick one of the presets (Organization, Midnight, Ocean, Forest, Sand, Plum) or set the mode, the colours, the chart colours and the font yourself. Name next to the logo and Footer text put the client's name on every slide. The theme applies to this deck only; Reset to organization theme goes back to the look of your organization.

Step 6: Present, share or export

  • Present switches to full screen.
  • Share creates a link. Choose Public or Organization only, then Create link and copy. Anyone with a public link can view the deck without a Quanty account.
  • Export gives you Export PPTX or Export PDF. In the PowerPoint file the charts stay editable, and pictures are included. An exported file may differ from the screen in small layout details, so look through it before you send it.

Step 7: Keep it current

When the table gets new data, open the deck and click Refresh data. The slides bound to the table are updated in place, and the deck keeps its address and its share link, so the client's link keeps working.

When the engagement ends, Revoke link turns the link off. Deleting a presentation does not affect the source table.

Where to go next