# AI presentations for agencies: pitches, client reports and QBRs in client brands > The AI builds an agency's pitches, client reports and QBRs from a brief and the files you attach, such as campaign exports as CSV or Excel. It saves up to 5 client brands, and the active brand goes with every new request. Colleagues join as editors who edit pages, reorder them, restore versions and export, and changes sync live. Clients read a public link without an account, or you export an editable PowerPoint file. - Source: https://ai-presentations.com/for/agencies/ - Updated: 22 October 2026 - Language: English - German version: https://ai-presentations.com/de/fuer/agenturen/ ## At a glance - Up to 5 saved client brands; the active brand goes with every new request - Attach CSV or Excel exports; numbers linked to workbook cells update with the workbook - Invite editors by e-mail; they edit pages, reorder them, restore versions and export - Clients read and present a public link without an account, or you export a .pptx or PDF ## Steps 1. **Save each client's brand.** Under “Brand”, enter the client's website and click “Read brand”, review what the AI found, then click “Accept brand”. The active brand goes with every new request, so check which one is active before you brief. 2. **Brief with the data attached.** Name the audience, the period and the decision. Attach the platform exports as CSV or Excel files, plus last month's report if there is one. The AI asks up to four questions where the brief is open. 3. **Approve the plan, then build.** Read one card per slide and the “What I assumed” list, change cards with “Tweak it” and approve with “Let’s go”. Each built page then gets a render check for cut-off text and weak contrast. 4. **Edit with the team.** Invite colleagues as editors on the “People” tab. They edit, reorder and export. Changes sync live, and hand edits use no credits. 5. **Share or export.** Send the client a public link to read or present, or export a .pptx or PDF. Free exports carry the Slaide mark; paid plans export without it. ## Spec sheet | Item | Detail | Status | | --- | --- | --- | | Client brands | Up to 5 saved brands, each with colors, fonts, a logo and a tone of voice. The active brand goes with every new request. | Yes | | Brand from a website | Enter the client's website address and click “Read brand”. Reading uses no credits, and nothing is saved until you click “Accept brand”. | Yes | | Roles | Owner and editor. Editors edit pages, reorder them, rename the document, restore versions and export. Invite on the People tab, up to 5 addresses at a time. | Yes | | Team work | Changes sync live between the owner and the editors. A team plan for 3 or more people is available on request. | Yes | | Data sources | Attach CSV, Excel, PDF or Word files, up to 30 MB each. Numbers linked to workbook cells update when the workbook changes. | Yes | | Client sharing | A public link opens without an account. Viewers read every page and present the deck. | Yes | | Charts | Ask for a chart in the brief, or use “As chart” on a marked area of a page. | Yes | | Page length | Plus builds up to 12 pages per document, Pro and Max up to 500. | Yes | An agency makes the same few decks again and again for different clients: the pitch that wins the account, the monthly report, the quarterly review, the case study afterwards. The AI builds each from a brief and the files you attach, in the client's saved brand, and at handover the client gets an editable PowerPoint file or a link to read. Brands, team work and client sharing are explained below. ## Which agency decks can the AI build? Five cover most agency work, from winning an account to reporting on it. | Deck | What it carries | Template | | ------------------ | ------------------------------------------------ | ------------------------------------------------------------------ | | New-business pitch | The problem, the idea, the proof, the price | [Sales deck](https://ai-presentations.com/templates/sales-deck/) | | Client report | Results against targets, learnings, next quarter | [Quarterly business review](https://ai-presentations.com/templates/quarterly-business-review/) | | Marketing plan | Goals, channels, budget, timeline | [Marketing plan](https://ai-presentations.com/templates/marketing-plan/) | | Case study | A finished campaign as a short story | [Case study](https://ai-presentations.com/templates/case-study/) | | Credentials | Who you are, what you do, for whom | [Company profile](https://ai-presentations.com/templates/company-profile/) | Proof wins pitches, so build the [case study](https://ai-presentations.com/templates/case-study/) when a campaign ends, while the numbers are at hand. Reports live on charts, so ask for the right one: our guide to [choosing the right chart](https://ai-presentations.com/guides/choosing-the-right-chart/) shows what suits which question. You get a chart by asking for it in the brief, or with “As chart” on a marked area of a page. ## How does the AI handle several client brands? The brand kit saves up to 5 brands, each with colors, fonts, a logo and a tone of voice. To add one, enter the client's website address and click “Read brand”. The AI reads the visible colors, fonts and logo and shows what it found. Nothing is saved until you click “Accept brand”, and reading uses no credits. > **Tip: Check the active brand before you brief** > > The active brand goes with every new request as guidance, planning included. Before you brief a client's deck, check which brand is active. An instruction in your brief always wins over the brand. To restyle an existing document, ask in the chat, for example to restyle the whole presentation in the client's brand; that is an AI request that uses credits. An agency with many clients can keep each client's look in two more ways. Open the client's own .pptx with “Open PowerPoint, PDF or Word”, or start from the client's last report with “Use as template”. Both bring the design along, and neither uses credits. Our page on [company templates](https://ai-presentations.com/ai-presentation-company-template/) covers the options. Uploaded brand fonts draw pages in the editor, the PDF and the image exports. A client who has its brand font installed sees it in the PowerPoint file; a PDF looks the same on every device. ## How does a team work on one deck together? The owner invites colleagues by e-mail on the “People” tab, up to 5 addresses at a time. Invitees sign in with exactly the invited address, and the deck appears in their library as “Shared with you”. As editors they can edit pages, reorder them, rename the document, restore versions and export. Changes sync live: edits on different pages are kept, and on the same element the later change wins. The owner uploads files, shares publicly, embeds and invites. AI tasks run on the plan of the document's owner, so credits, pages per document and the Free mark follow that plan. A team plan for 3 or more people is available on request (slaide.de/team); credits and billing are confirmed in the offer. In the chat, “@” picks a page and adds “Page 5:” to a request, which keeps relayed feedback such as “page 5 needs the March numbers” precise. ## How do you get the deck to the client? Send a link or a file. “Share” creates a public link that viewers open without an account. They can read every page and present the deck. Public pages ask search engines not to list them unless you switch on “Show in the Slaide gallery”, which is off by default. The owner can switch the link off. For a file, export PowerPoint, PDF, or PNG or JPG images. Exports from a paid plan come without the Slaide mark; free exports and free public pages carry it. For pitches you present live, “Animate” choreographs the whole deck in one AI run, which uses credits. Since 10 October 2026, entrances and transitions export as PowerPoint animations, and speaker notes land in the PowerPoint file. ## How do you rebuild a monthly report without starting over? Start from last month's report, not from a blank brief. Open it in the library and choose “Use as template”. The copy keeps the pages, the page format and the images, uses no credits and leaves the chat, versions and attachments behind. Your first request in the copy keeps the look and structure and rewrites the content page by page. The [quarterly business review](https://ai-presentations.com/templates/quarterly-business-review/) template shows a structure that holds from one quarter to the next. Attach this month's exports as CSV or Excel files, name the period and say what changed: a new channel, a different target, a paused campaign. The AI reads the files you attach and is told not to invent figures, and the closing chat message names material assumptions. Then check the report the way the client will. **Key takeaways** - **Definitions.** Confirm that each metric means what it meant last month. - **Periods.** Check dates and comparison periods on every chart. - **Totals.** Add up the channels yourself and compare them with your source. - **Sources.** Ask for source lines to put sources on the pages. ## What should you check in client contracts before you upload data? Files are stored in the EU, AI requests go to providers in the USA, and training use is excluded by contract with the providers. Check the agreement with each client before you upload their data. To start, save your next client's brand with “Read brand”, then build their next monthly report from last month's report with “Use as template”. ## Brief for the AI A complete brief for the AI. Replace the [placeholders] with your facts. ```text Create a 10-slide quarterly business review for [client name] covering [Q3 2026], addressed to [client contact, for example the head of marketing]. Goal: show what the campaigns delivered against [targets] and agree the plan for [next quarter]. Structure: title, executive summary with the three results that matter, results against targets by channel, what worked and why, what did not work and what we change, budget and spend against plan, one campaign highlight, plan for [next quarter] with owners and dates, decisions we need from the client, appendix with metric definitions. Use only the figures in the attached [platform exports and last quarter's report]; if a figure is missing, mark it as an assumption. Give every slide a full-sentence action title. Use the [client's brand]. Language: [English]. ``` [Open this brief in the editor](https://app.slaide.de/registrieren?prompt=Create+a+10-slide+quarterly+business+review+for+%5Bclient+name%5D+covering+%5BQ3+2026%5D%2C+addressed+to+%5Bclient+contact%2C+for+example+the+head+of+marketing%5D.+Goal%3A+show+what+the+campaigns+delivered+against+%5Btargets%5D+and+agree+the+plan+for+%5Bnext+quarter%5D.+Structure%3A+title%2C+executive+summary+with+the+three+results+that+matter%2C+results+against+targets+by+channel%2C+what+worked+and+why%2C+what+did+not+work+and+what+we+change%2C+budget+and+spend+against+plan%2C+one+campaign+highlight%2C+plan+for+%5Bnext+quarter%5D+with+owners+and+dates%2C+decisions+we+need+from+the+client%2C+appendix+with+metric+definitions.+Use+only+the+figures+in+the+attached+%5Bplatform+exports+and+last+quarter%27s+report%5D%3B+if+a+figure+is+missing%2C+mark+it+as+an+assumption.+Give+every+slide+a+full-sentence+action+title.+Use+the+%5Bclient%27s+brand%5D.+Language%3A+%5BEnglish%5D.&utm_source=ai-presentations.com&utm_medium=referral&utm_campaign=audience%3Aagencies&utm_content=markdown) ## Frequently asked questions ### Can the AI handle several client brands? Yes. You can save up to 5 brands, each with colors, fonts, a logo and a tone of voice, and the active brand goes with every new request. Open any client's own .pptx for the rest, or start from an earlier deck with “Use as template”. ### Can clients view the deck without an account? Yes. “Share” creates a public link that viewers open without an account. They can read every page and present the deck. For a file, export a .pptx, a PDF or images. ### Can a team build one deck together? Yes. The owner invites colleagues by e-mail as editors, who edit pages, reorder them, restore versions and export, and changes sync live. An invitation grants access to one document. A team plan for 3 or more people is available on request. ### Can the AI use data from ad platforms for client reports? The AI reads the files you attach: CSV, Excel, PDF and Word, up to 30 MB each. Export the campaign data from the platform and attach it. Numbers on pages that the AI links to workbook cells update when the workbook changes. The AI is told not to invent figures; check every number against your source. ### How do I rebuild a monthly report without starting over? Open last month's report and choose “Use as template”. The copy keeps pages, format and images, uses no credits, and the first request keeps the look and structure while it rewrites the content page by page. Attach the new data, say what changed and check every figure. ## Related pages - [Your own template with AI](https://ai-presentations.com/ai-presentation-company-template/): Open your .pptx and build new slides in your own fonts, colors and layouts, or set up a brand kit. See what the AI reads from your file, plan by plan. - [Corporate design template](https://ai-presentations.com/guides/corporate-design-powerpoint-template/): Where to find your company's PowerPoint template and how to build a corporate design template with theme colors, fonts, logo and layouts, then share it. - [Choosing the right chart](https://ai-presentations.com/guides/choosing-the-right-chart/): Which chart fits which message: bars to compare, lines for trends, a waterfall for bridges. Includes when a pie works, when a table beats a chart, common traps. - [AI presentations for marketing teams](https://ai-presentations.com/for/marketing-teams/): How marketing teams build plans, campaign results and launch decks in their brand with AI: Read brand from the website, then export an editable PowerPoint. - [AI presentations for freelancers](https://ai-presentations.com/for/freelancers/): How freelancers use AI for proposals, company profiles, case studies and client updates: your brand kit, a free first document and plan prices. --- ai-presentations.com is published by Slaide (https://www.slaide.de), a sole proprietorship run by Nathalie Scholl in Heilbronn, Germany. [How this site is written, checked and corrected](https://ai-presentations.com/editorial-policy/).