# AI presentations for consultants: action titles, the client's template, numbers that tie > The AI turns a brief and your source files into proposals, findings decks and steering committee packs. Before anything is built you check a page plan with one card per slide, and you can open the client's .pptx so new slides follow its design. The export is an editable PowerPoint file. Files are stored in the EU, AI processing runs with providers in the USA, and training use is excluded by contract, so check your client agreements first. - Source: https://ai-presentations.com/for/consultants/ - Updated: 22 October 2026 - Language: English - German version: https://ai-presentations.com/de/fuer/berater/ ## At a glance - The page plan shows one card per slide before anything is built, so you check the storyline first - Open the client's .pptx: new slides follow its fonts, colors and logos, and your original file stays untouched - Figures linked to Excel cells update when the workbook changes - Files are stored in the EU, AI requests run with providers in the USA, training use is excluded by contract ## Steps 1. **Start from the client's file.** Open the client's .pptx with “Open PowerPoint, PDF or Word”, or start from an earlier deck with “Use as template”. Without a template, the AI designs the pages itself. 2. **Write the brief.** Name the client, the decision and the audience, attach the RFP, interview notes and Excel files, and ask for your structure: answer first, one message per slide, action titles. 3. **Check the page plan.** The AI asks up to four questions, then shows one card per slide and a “What I assumed” list. Read the cards as the storyline, edit what is off, and approve with “Let’s go”. 4. **Let the AI build, then check every number.** Slides are built one after another and each page gets a render check for cut-off text, weak contrast and broken images. Then compare every figure with your source. 5. **Edit and export.** Change text and shapes by hand or in the chat; hand edits use no credits. Export an editable .pptx. The AI draws charts itself, by request or with “As chart” on a marked area. ## Spec sheet | Item | Detail | Status | | --- | --- | --- | | Client template | Open the client's .pptx (up to 30 MB): theme fonts, colors, layouts and footers are read, and new slides follow that design. | Yes | | Untouched slides | On paid plans, slides you did not touch normally pass through from the original file while it stays attached; changed and new slides are drawn in the same design. | Yes | | Deck length | Per document: Free 3 pages, Plus 12, Pro and Max up to 500. From a client .pptx: Free the first 3 slides, Plus the first 12, Pro and Max up to 150. | Yes | | Numbers and Excel | The AI is told to keep your numbers, label assumptions and flag sources that disagree. Pages can link to workbook cells and update when the workbook changes. | Yes | | Confidentiality | Files are stored in the EU. AI requests go to providers in the USA; training use is excluded by contract. Check your client agreements. | Yes | | Collaboration | Invite editors by e-mail; changes sync live. A team plan for 3 or more people is available on request. | Yes | | Working with PowerPoint | Build in the editor in your browser and export a .pptx, or import your .pptx into it. | Yes | A consulting deck is judged on its logic before anyone looks at its design: the title says the point, the sections do not overlap, and the numbers tie. The AI takes over the production work around that logic. It turns a brief and your source files into a first version, in the client's look when you start from the client's file, and you set the argument. ## What should an AI presentation tool do for a consultant? Three things matter more than a pleasant layout: the storyline, the client's template and the numbers. The workflow puts the first one up front. After your brief and up to four questions, it shows a page plan with one card per slide, the decisions it took and a list headed “What I assumed”. The plan works like a [ghost deck](https://ai-presentations.com/glossary/ghost-deck/) you can edit before a single slide exists. Change a card, use “Tweak it”, or approve with “Let’s go”. The AI then builds and checks the slides one after another. The plan comes first, and a finished deck usually takes a few minutes. Name the structure you want in the brief. “Answer first, one message per slide, every title a full sentence” works as an instruction, and our guides on [action titles](https://ai-presentations.com/guides/action-titles/) and the [pyramid principle](https://ai-presentations.com/guides/pyramid-principle/) show what to ask for. The AI follows the brief, and the cards show you whether the sections are [MECE](https://ai-presentations.com/glossary/mece/) before anything is built. A card titled with a label names a topic; a card titled with a conclusion makes a point: | A label | An action title | | ----------------- | --------------------------------------------------------- | | Current situation | Growth has tied up cash faster than it has created profit | | Approach | Three phases, each with a decision point for you | | Fees | Fixed fees per phase, with a stop option after each | ## Can the AI work in the client's template? Yes. Open the client's .pptx with “Open PowerPoint, PDF or Word” in the library, up to 30 MB. The AI reads text, pictures, shapes, theme fonts and colors, each slide's layout, repeating footers and the speaker notes. It is told to keep the typography, colors and logos and to build new slides in the same design. Importing uses no credits and never changes the original file. New and changed slides come back as text boxes, shapes and pictures you can edit. On paid plans, slides you did not touch normally pass through from the original file while it stays attached; changed and new slides are drawn anew in the same design. Before the deck goes out, check it against the client's brand rules in PowerPoint. Our guide on [applying a template to an existing presentation](https://ai-presentations.com/guides/apply-template-to-existing-presentation/) and the page on [company templates](https://ai-presentations.com/ai-presentation-company-template/) cover the options in more detail. ## Which consulting decks can the AI build? The AI builds the decks of a whole engagement, from the proposal to the case study you publish afterwards. | Deck | What it carries | Template | | ---------------------------- | ----------------------------------------- | -------------------------------------------------------------- | | Proposal | Situation, approach in phases, team, fees | [Consulting proposal](https://ai-presentations.com/templates/consulting-proposal/) | | Findings and recommendations | The answer first, then the evidence | [Consulting presentation](https://ai-presentations.com/templates/consulting-presentation/) | | Steering committee | Status, decisions needed, risks | [Steering committee](https://ai-presentations.com/templates/steering-committee/) | | Executive summary | The whole answer on one page | [Executive summary](https://ai-presentations.com/templates/executive-summary/) | | Reference | A finished engagement as a short story | [Case study](https://ai-presentations.com/templates/case-study/) | | Progress report | Milestones, issues, next steps | [Project status report](https://ai-presentations.com/templates/project-status-report/) | Each template page shows a sample structure and a brief; adapt the one for the deck you owe next to your client's situation. Findings that belong in a written report can come from the same sources as an A4 document, which exports to Word; the [AI report generator](https://ai-presentations.com/ai-report-generator/) explains how. ## How do you check the numbers before the deck goes to the client? Check every figure against its source. The AI is instructed not to fill gaps with invented figures, to keep your numbers when it changes a layout, to label assumptions and to flag sources that disagree. After a build, the closing chat message names material assumptions. For models, attach the client's Excel file or have the AI build a workbook: only inputs are typed numbers, everything derived is a formula, and numbers on pages that the AI linked to cells update when the workbook changes. The AI draws charts itself, by request or with “As chart” on a marked area; when the numbers change, ask the AI for an update. **Key takeaways** - **Sources.** Ask for source lines or a sources slide to put sources on the pages. - **Assumptions.** Read the “What I assumed” list and the closing chat message before you read the slides. - **Totals.** Add up fees, percentages and bridges yourself and compare them with your source. ## Can you use AI with confidential client material? Check your client agreements before you upload anything. Slaide stores accounts, documents and uploaded files with Supabase in the EU. To create or change a document, your request and the content it needs go through OpenRouter to language-model providers in the USA. Use of your content for the providers' own purposes or for training is excluded by contract. Web research uses public pages, and uploads, customer names and internal figures are not copied into search queries. If a mandate restricts processing outside the EU, or the client's policy covers AI services for its data, check it before you upload. For sensitive material, check first whether processing in the USA is permitted for you. ## When does an AI-built consulting deck fit? The AI is a good fit when you have a brief and source material, want to check the storyline as a plan before anything is built, and need an editable .pptx in the client's design at the end. To turn a model into slides, see [Excel to PowerPoint](https://ai-presentations.com/convert/excel-to-powerpoint/). To start, open your client's .pptx with “Open PowerPoint, PDF or Word”, write your proposal brief with the RFP attached and check the page plan before anything is built. ## Brief for the AI A complete brief for the AI. Replace the [placeholders] with your facts. ```text Create an 8-slide proposal for [client name, industry], addressed to [decision maker, for example the CFO]. Goal: win the mandate for [project, for example a working capital program]. Structure: title, the client's situation in their own numbers, the objective and what success looks like, [3] phases of work with a decision point after each, a timeline with dates, our team, fees per phase with the total, and next steps. Put the answer first, give every slide a full-sentence action title and keep the phases mutually exclusive. Use figures only from the attached [interview notes and data extract]; if a figure is missing, mark it as an assumption. Design: [the client's template, or clean and corporate], 16:9. Language: [English]. ``` [Open this brief in the editor](https://app.slaide.de/registrieren?prompt=Create+an+8-slide+proposal+for+%5Bclient+name%2C+industry%5D%2C+addressed+to+%5Bdecision+maker%2C+for+example+the+CFO%5D.+Goal%3A+win+the+mandate+for+%5Bproject%2C+for+example+a+working+capital+program%5D.+Structure%3A+title%2C+the+client%27s+situation+in+their+own+numbers%2C+the+objective+and+what+success+looks+like%2C+%5B3%5D+phases+of+work+with+a+decision+point+after+each%2C+a+timeline+with+dates%2C+our+team%2C+fees+per+phase+with+the+total%2C+and+next+steps.+Put+the+answer+first%2C+give+every+slide+a+full-sentence+action+title+and+keep+the+phases+mutually+exclusive.+Use+figures+only+from+the+attached+%5Binterview+notes+and+data+extract%5D%3B+if+a+figure+is+missing%2C+mark+it+as+an+assumption.+Design%3A+%5Bthe+client%27s+template%2C+or+clean+and+corporate%5D%2C+16%3A9.+Language%3A+%5BEnglish%5D.&utm_source=ai-presentations.com&utm_medium=referral&utm_campaign=audience%3Aconsultants&utm_content=markdown) ## Frequently asked questions ### Which AI is best for consulting presentations? That depends on the job. Look for a tool that shows a storyline before it builds, works in the client's template and exports slides you can still edit, then test it on one real deck. Slaide, the tool behind this site, shows a page plan before it builds and exports an editable PowerPoint file; build one deck from a real brief in your client's template to try it. ### Can the AI use a client's PowerPoint template? Yes. Open the client's .pptx (up to 30 MB) and the AI reads its theme fonts and colors, layouts, footers and speaker notes, then builds new slides in that design. Check the result against the client's brand rules before you send it. ### Can I put confidential client material into Slaide? Slaide stores files in the EU, AI requests go to language-model providers in the USA, and use of your content for training is excluded by contract. Check your client agreements, and any mandate or client policy on processing in the USA, before you upload. ### Does the AI write action titles and follow the pyramid principle? Yes. The AI builds the structure your brief asks for, so name it: answer first, one message per slide, a full-sentence action title on each. The page plan shows one card per slide before anything is built, which is the moment to check that the cards read as a storyline. ### Can my team work on the same deck? Yes. The owner invites colleagues by e-mail as editors, and changes sync live. Credits follow the owner's plan. A team plan for 3 or more people is available on request. ## Related pages - [Action titles](https://ai-presentations.com/guides/action-titles/): Write slide headlines as full sentences. Six rules for action titles, twelve before-and-after examples and a quick test you can run on any deck. - [Pyramid principle](https://ai-presentations.com/guides/pyramid-principle/): The pyramid principle by Barbara Minto: give the answer first, group the support and order it. With a worked example and an outline you can reuse for a deck. - [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. - [Apply a template to a deck](https://ai-presentations.com/guides/apply-template-to-existing-presentation/): How to put a new PowerPoint template on a finished deck: paste slides with Use Destination Theme or apply a theme, then reapply layouts and fix the leftovers. - [Excel to PowerPoint](https://ai-presentations.com/convert/excel-to-powerpoint/): Attach an Excel workbook and get a PowerPoint deck: tables with editable cells, charts drawn by the AI and a clear way to change the numbers later. --- 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/).