Client presentations
SteerCo-ready materials
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 in

Notion, 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.