AI presentations for sales teams: account decks, first meetings, QBRs

A sales team usually repeats four decks. Start with the one your reps build every week, and keep its best version as the master.

Account executives, account managers and sales enablement draw on the same four. One master version of each keeps the team consistent.

Start from the deck that worked. In the library, choose “Use as template” on your best recent deck. It copies pages, page format and images into a new document and uses no credits. On your first request the AI keeps look and structure and rewrites the content page by page.

Then tell the AI what changes: the customer, their industry, the problem you solve for them, the price and the next step. Attach the price list, an Excel or CSV export of the account and the customer's annual report as PDF. The AI reads files up to 30 MB each and up to three public links per request, such as the customer's website.

Add the customer's logo from the Media dialog on a computer: choose Logo and enter the company name or domain. The logos come from Brandfetch. Check that it found the right one, and use a customer's logo only with their permission.

Give the AI the customer's pages as links, or collect up to eight pages with the Chrome extension's “Add to research”. The AI's own searches are phrased as general public questions, and customer names, uploads and internal figures are not copied into them. The page on website to presentation covers the link route.

The AI is told not to fill gaps with invented figures. If a price or a number is missing, it may ask whether to use your real data or placeholders, so have the real ones at hand. Starting from the start box instead of a copy, it asks up to four questions where your brief leaves gaps and shows a page plan first: one card per page and a “What I assumed” list. On the plan you can correct a wrong price or pain point before anything is built.

Build one master deck for each type: the first-meeting deck, the proposal, the review. Share it with a public link and leave “Allow use as template” on, which is the default. Signed-in colleagues copy it with “Use as template, free” and make their own version, and the share panel shows how often it was used. Keep prices and customer names out of the master, because anyone with the link can open it. Speaker notes stay private: public links and copies made from a shared page do not carry them.

The look comes from your brand or your .pptx. Open “Brand” in the top navigation and click “Read brand” to take colors, fonts and logo from your website, or open your company template with “Open PowerPoint, PDF or Word”. An instruction in a request wins over the brand. Each rep sets the look in one step: read the same brand or open the same .pptx. For 3 or more people a team plan is available on request (slaide.de/team), with credits and billing confirmed in the offer, and the page on using your own template covers what carries over.

Attach what you reviewed last time and what changed since: the last review as PowerPoint, the usage, ticket or delivery export as Excel or CSV, and your own notes as text. Say who attends and what you need from them. A review works when it starts with the customer's results, sets what you promised against what you delivered and ends with asks, owners and dates. The page on the quarterly business review shows that structure.

Ask for action titles, as in “Four of five Q3 commitments delivered”, so the slide states its point. Our guide to action titles shows how they work.

Attach the price list and say which prices are binding. The AI is told not to invent figures and to label its assumptions. The closing chat message names the assumptions it made; read it before you read the slides.

For a quote with options, ask for a price calculator as an Excel workbook. Only the inputs are typed numbers and everything derived is a formula. Numbers on pages that the AI linked to cells update when you change an input. The workbook downloads from its chip. To change one price in a finished file, edit it by hand; hand edits use no credits.

Attach what exists: interview notes or a transcript as text, the results as Excel and the project report. Put the customer's quotes into the brief word for word and tell the AI not to add any. Get the customer's approval to be named before the deck leaves your hands. The case study template shows a sample structure.

Ask for speaker notes if someone presents. Present fills the window; N opens the speaker notes.

Files are stored in the EU. AI requests go to language-model providers in the USA, and training use is excluded by contract with the providers. Check your customer contracts before you upload their data.

To start, open your best recent deck with “Use as template”, name the next account and attach its price list.