Brief and source-data reconciliation
Brief and source-data reconciliation. Keep the source details and outstanding dependencies together.
SOURCE DATA AND SLIDE SCOPE
AI agent for presentation design studios
A persuasive deck starts with reconciled facts. Your AI agent carries the presentation project.
Deliver the sixty-slide client presentation from source pack to final deck.
A specialised AI agent you can ask for more. Chat here on the site.
$149.00/month, including $60.00 in monthly credits. Monthly subscription. Before tax.
Specialised AI agentYour own report presetNo connection needed to begin
Source to final-deck registerCOLLECTION / 216
YOUR SPECIALISED AI AGENT
One place for brief and source-data reconciliation, slide and asset coordination, review-resolution and deck-delivery closure.
MADE FOR YOUR WORKDAYStart with work already on your desk
Your first useful assignment.
Share the relevant records in your regular Teams chat and give your specialist an outcome. No model or tool choices to make first.
Get my AI agent →YOU COULD ASK
“Use my records to prepare brief and source-data reconciliation. Reconcile the details, save the working files and show me what needs following up.”
- Brief and source-data reconciliation
- Slide and asset coordination
- Review-resolution and deck-delivery closure
A useful first result
Brief and source-data reconciliation, with supporting references and outstanding details kept together.
Example assignment, not a promised delivery time. Your agent works from the records and access you provide. Add connections when you want it to act in other systems.
A conversation at your desk
Deliver the sixty-slide client presentation from source pack to final deck.
This example shows an established working setup: the agent already knows the business and has the records and connections listed below. Hand over the assignment and it carries the work through to saved results.
Illustrative project · configured agent at work
A configured agent with client brief, source spreadsheets, brand files, review comments and slide workspace.
- Brief and source-data reconciliation
- Slide and asset coordination
- Review-resolution and deck-delivery closure
A working specialist can handle the project, with a configured team sharing the work where available. This is an example of what you can build up to, not a first-launch conversation. Timing and usage depend on the assignment.
- Presentation design studio owner
Deliver the sixty-slide client presentation from source pack to final deck. Reconcile the sources, coordinate the dependencies and follow the work through to completed delivery and saved reporting.
- Your AI agent · AI Agent Store
Two charts use different reporting periods and reviewers disagree on the opening sequence. I’m tracing the conflicting references, coordinating the affected people and updating the working schedule while the unaffected work continues.
Work in progress - Presentation design studio owner
Keep all source references in the notes as well as the delivery index.
- Your AI agent · AI Agent Store
Sixty slides have reconciled data, resolved review comments, checked exports and a source-linked handover, including the agreed opening sequence. The working files and dashboard now reflect the recorded outcomes.
Later · delivery and saved results
A small tool for a real job
Slides in the presentation project. Before the back-and-forth.
Chart-source discrepancies, duplicate slide IDs, contradictory comments and missing export formats.
Try the numbers, then bring the confirmed brief to your specialist. Start with a reference such as “Job 104”—you do not need to upload your customer database.
- Client and deck version
- Source data and slide scope
- Deck production position
- Slides in scope
Try your own numbers
Slides in the presentation project
Planning arithmetic from your inputs. Your specialist can turn the confirmed details into a working brief. This is not a quote or capacity commitment.
SOURCE DATA AND SLIDE SCOPE
A working brief for your AI agent.
Bring the client and deck version and source data and slide scope into one working record. Your specialist uses your specifications and follows changes through completion evidence recorded and delivery and follow-up closed.
AI
Your AI agentPrepared for presentation design studios
Source to final-deck register / 216EXAMPLE, NOT LIVE ACTIVITY
An example record for client and deck version, source data and slide scope, deck production position, slides in scope.
01S01802S02403S031
The useful next step
Brief and source-data reconciliation
Prepare brief and source-data reconciliation from the available records. Save the supporting references and mark any missing details so the next step stays clear.
From enquiry to a useful next step
Source to final-deck register. Your way of working.
01
Client brief received
Add a job reference and the details you already know.
02
Scope and references reconciled
Client and deck version and Source data and slide scope, ready to check.
03
Dependencies coordinated
Give your specialist the outcome and let it carry the work forward.
04
Completion evidence recorded
Keep working records in Files and Tasks.
05
Delivery and follow-up closed
Keep the job and its next steps together.
Ask your specialist to maintain your working records in Files and Tasks and adapt the reports in Teams Dashboards. These are the regular platform tools, prepared for your business. Connections to other systems are optional.
The details your specialist follows
A chart needs a source period.
Follow each client and deck version through the working record. The example below shows how references, dependencies and resolutions stay together, so you can trace what changed and what happens next.
Keep an eye on: chart-source discrepancies, duplicate slide IDs, contradictory comments and missing export formats.
Illustrative working document · your records start empty
| Slide | Dependency | Delivery evidence |
|---|---|---|
| S018 | Reporting period | Data aligned |
| S024 | Reviewer conflict | Decision retained |
| S031 | Export format | File checked |
Active source to final-deck register3
Slides in scope60 slides
Completion evidence recorded2
Illustrative project figures. Your agent maintains working records in normal Files and Tasks and reports completed work in Teams Dashboards. Ask it to adapt those records and reports as your workflow changes.
Built around the details that matter
Brief and source-data reconciliation. With the right questions already in mind.
Your presentation project desk keeps client and deck version linked to source data and slide scope. It carries slide and asset coordination through to review-resolution and deck-delivery closure, with the actual records kept together.
Slide and asset coordination
Slide and asset coordination. Track changes against the same job reference.
Review-resolution and deck-delivery closure
Review-resolution and deck-delivery closure. Save the outcome and carry the next steps into your working records.
Prepared for your business
The numbers behind your presentation project desk.
Six useful measures, ready in your regular Teams dashboard. Your specialist keeps them up to date from the real work and records it can access. Ask it to change a measure, add a report or investigate what is behind a result.
Recorded total · slides
Slides delivered
What this measures
Actual completed slides in source to final-deck register, recorded once per source job and completion line. Use observed quantities from client brief, source spreadsheets, brand files, review comments and slide workspace; planned quantities, duplicate updates and illustrative figures are excluded.
Recorded cases · cases
Presentation projects completed
What this measures
Completed review-resolution and deck-delivery closure cases with the required delivery evidence and follow-up reconciled. Count once per original case identity; reopening does not create another completion.
Recorded cases · cases
Resolved dependency cases
What this measures
Distinct issues concerning chart-source discrepancies, duplicate slide IDs, contradictory comments and missing export formats. Count only cases with documented resolution, once per source issue; messages and reminders are not separate resolutions.
Average · days
Complete source pack to delivered final deck
What this measures
Elapsed calendar days for complete source pack to delivered final deck, using actual start and completion timestamps for the same case. Record one duration per completed case; pending work and missing timestamps are excluded.
Observed rate · %
Slides passing first source-and-format review
What this measures
Slides passing first source-and-format review divided by all assessed cases with a known outcome under the same recorded criterion. Record one met or not_met outcome per case and review window; unassessed or pending cases are excluded.
Observed rate · %
Agreed presentation delivery milestones met
What this measures
Agreed presentation delivery milestones met divided by completed cases with both a recorded agreed deadline and actual completion time. Keep the promise in force when the work was committed; do not move it retrospectively to turn late work into on-time work. Exclude unknown deadlines and pending cases.
Your reports start empty. Figures reflect observed work in the selected period; missing records are not treated as measured zeroes. Current jobs, schedules and stock stay in your working files and tasks. You and your agent can adapt the dashboard as your business changes.
Keep the tools that already work
Specialised in your trade. Open to your next idea.
Your AI agent starts with the details of your business already in mind. The three workflows are starting points. Ask it for help with another task in the same conversation.
An AI agent prepared for your business
The starting instructions, intake questions and working rules already match presentation design studios. Add your service list and one example of your tone when you are ready.
Give your agent the whole job
Give your agent an outcome, the access it needs and your budget. It handles routine decisions and follows through in your connected tools, asking when a missing business decision needs you. Set or change your own boundaries whenever you want.
Ask beyond the starting workflows
Ask it to compare suppliers, prepare customer updates or analyse recurring issues in your source to final-deck register. It can take on a wider assignment in the same conversation. Give your agent another task in plain language. What it can carry out depends on the tools you connect and the access you choose.
Recommended starting plan
Your AI agent for presentation design studios.
Begin with one specialist and a report preset for your business. After setup, your regular Agent Teams conversation opens. No tool selection before your first conversation.
$149.00/month
Capacity for 3 running agents · 250 active hours per month
Start my AI agent →A clear starting total
$149.00 before tax today and monthly, including $60.00 in Platform Credits after the first payment and each paid renewal.
Unused credits roll over. AI usage draws from your balance; additional credits are available when needed. $0.15 applies per active hour beyond the included allowance. Optional voice and other services cost extra.
Hosting availability is checked before payment. Create your account, confirm your monthly subscription, then start chatting when your specialist is ready. Your instructions and dashboard are prepared automatically after payment.
Automatic top-ups start off. Buy credits manually or set automatic top-ups and spending limits in your account. Keep the full Teams controls for models, connections and supported settings.
Before you begin
At your presentation project desk.
Will it check the facts behind the presentation?
Retain audience, narrative brief, source dates, slide IDs and deck version. Reconcile chart numbers against supplied data and preserve source citations. Coordinate design assets and conflicting review comments, checking final exports, speaker notes and handover files against the agreed scope.
Is this only for the three tasks shown?
No. This is an AI agent specialised for presentation design studios, with three prepared workflows to get you started. You can ask for writing, research, planning, analysis or another task in the same chat. It can make routine decisions and carry the work through using available tools. You set its boundaries; it asks when a real business decision or missing access needs you.
What happens after I subscribe?
After payment, we prepare your AI agent for presentation design studios, its workflows and your source to final-deck register dashboard. Your regular Agent Teams chat opens when setup is ready. Files, Tasks, settings and billing work the same as for other customers. Reports start empty and count actual reported work; the examples above are illustrative.
Do I need to connect email or messaging?
No. Prepare your first brief and draft here. Connect external channels later when you want the specialist to work there.
Does this replace my existing business software?
Use it alongside your current tools for preparing work and organising jobs. Live stock, availability, sending and payment records require a verified connection or your own confirmation.
Choosing for a different business?
Compare the working records and business types each specialist is prepared for.
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