For agencies
How agencies use AI for pitches, client reports and QBRs: saved client brands, attached campaign data, editor roles and links clients read without an account.
Free plan, no card needed
Step by step
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.
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.
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.
Invite colleagues as editors on the “People” tab. They edit, reorder and export. Changes sync live, and hand edits use no credits.
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.
Examples
Finished examples with invented companies and figures. Open one to see its structure slide by slide.
Spec sheet
Taken from the product and its help center.
Checked 22 October 2026
Security and privacy at SlaideAn 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.
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 |
| Client report | Results against targets, learnings, next quarter | Quarterly business review |
| Marketing plan | Goals, channels, budget, timeline | Marketing plan |
| Case study | A finished campaign as a short story | Case study |
| Credentials | Who you are, what you do, for whom | Company profile |
Proof wins pitches, so build the 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 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.
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.
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 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.
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.
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.
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 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.
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
Copy it or open it in the editor. Replace the highlighted parts, or attach your files and the facts come from them.
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].
FAQ
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”.
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.
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.
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.
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.
The free plan includes one document with its first three pages built, no card needed. The AI plans, writes and designs it; you edit and export.
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