Client presentations

SteerCo-ready materials

ConsultingDocumentationNotion, Box, Slack
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Pulls the analysis and the narrative

Turns analysis into SteerCo-ready slides

Builds the deck on the firm template

Keeps every chart tied to the underlying data

Flags any slide whose data is stale

Applies the firm template automatically

Works inNotion, Box, Slack

What it does

  • Turns analysis into SteerCo-ready slides
  • Keeps every chart tied to the underlying data
  • Applies the firm template automatically

Connects to

Need it to work differently?

Every agent can be changed: the steps it takes, the systems it uses and who approves what.