Use Case 1
Tailored Deck Build
Trigger: Seller needs a deck for a specific account meeting
1.Pull the account, opportunity, contacts, and activity
2.Retrieve product, positioning, and proof-point material
3.Build an on-brand narrative tailored to the buyer
4.Cite proof points with their sources
5.Run the brand and messaging compliance check
6.Flag items needing seller input
✓
A tailored, on-brand, compliance-checked deck ready for the meeting in minutes.
Use Case 2
Deck Compliance Review
Trigger: An existing deck needs checking before a customer sees it
1.Evaluate against brand and messaging standards
2.Flag off-brand visuals and unverified claims
3.Check structure and the clarity of the next step
4.List each issue with slide number and suggested fix
5.Return the checklist without silently rewriting
✓
Decks meet standards before they reach a customer, with the author retaining ownership.
Integrations
CRM (Salesforce, HubSpot)
Presentation (PowerPoint, Google Slides, Gamma)
Product & Positioning Library
Brand & Messaging Standards
Knowledge Base
Industries
all
See It In Action
A sample conversation with this agent
Build a pitch deck for my meeting with Northside Health.
Pulling Northside's account, open opportunity, contacts, and prior activity, plus the product and positioning library. I'll build an on-brand deck: their situation and priority, the relevant capability, proof points from similar engagements, and a clear next step. Then I run the compliance check—brand voice, approved messaging, structure, no unverified claims—before I hand it over. I'll flag anything that needs your input rather than inventing detail about their environment.
Check this deck a rep already made before it goes to a customer.
Reviewing against corporate standards. Findings: two slides use off-brand color and an old logo; one claim ('reduces costs 60%') has no source and exceeds our approved range—flagging it to soften or cite; the structure buries the next step on the last slide. I've listed each issue with the slide number and a suggested fix. I don't silently rewrite the rep's deck—I return the checklist so they keep ownership and learn the standard.
What proof points should this deck use for a mid-market health system?
From the engagement knowledge base, the strongest mid-market health-system proof is the intake-turnaround case with a documented improvement, plus a denial-rate reduction example. I'll cite both with their sources rather than rounding the numbers up. I avoid enterprise proof points here—they read as a stretch to a mid-market buyer. Want me to add a logo slide limited to comparable-segment customers?