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AI agent for creative directors

Pitch Deck Assembly Agent

A consistent, accurate pitch deck that answers the brief

Pitch Deck Assembly Agent: what goes in, what the agent does and what you get

What it does

Pitch decks are assembled in a rush, and one inflated case study result or an unanswered brief question can lose the pitch. Once the team agrees the pitch idea, this agent assembles the deck: client problem, insight, idea, executions, rollout, case studies, team and costs. It selects approved case studies relevant to the client's sector and checks each quoted result against the case study records. It maps every brief question to a slide and checks the deck for consistent names, numbers, fonts and slide order. Gaps go to the team with owners, and it checks again after edits. The creative director approves the final deck and rehearsal notes. Edge case: a case study for a competitor of the client is removed.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Pitch idea agreed 2 USES A TOOL Assemble deck sections from team materials 3 USES A TOOL Select case studies for the client's sector 4 CHECKS THE RESULT Does every quoted result match the case studyrecords? If not: correct the figure or drop the case study. Backto step 3. 5 DOES Map brief questions to slides 6 CHECKS THE RESULT Are all brief questions answered and the deckconsistent? If not: assign gaps to owners and reassemble. Back tostep 5. 7 DOES Draft rehearsal notes per section 8 YOU APPROVE Creative director approves the deck 9 RESULT Deck and rehearsal notes ready
Read the steps as a list
  1. Pitch idea agreed
  2. Assemble deck sections from team materials
  3. Select case studies for the client's sector
  4. Does every quoted result match the case study records?If not: correct the figure or drop the case study. Back to step 3.
  5. Map brief questions to slides
  6. Are all brief questions answered and the deck consistent?If not: assign gaps to owners and reassemble. Back to step 5.
  7. Draft rehearsal notes per section
  8. Creative director approves the deckThe agent waits here for your OK.
  9. Deck and rehearsal notes ready

How it decides

It includes case studies by sector fit and verified results, and requires every brief question to have a slide.

  • Remove case studies for client competitors
  • Quoted results must match the records
  • Every brief question needs a slide

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Deck structure
  • Case study filters
  • Style template
  • Rehearsal notes format

What keeps you in control

It always asks you first

  • Final deck
  • Cost slide

Hard limits

  • Never sends decks to clients
  • Never inflates results

It stops when

  • Done: deck approved
  • Stop: pitch cancelled

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensFor a pitch on November 19, the first assembly missed the brief's question on measurement and used a case study quoting a 40% sales lift where records showed 24%. Both checks failed. The agent flagged them with owners. The strategist added a measurement slide and the figure was corrected. The recheck passed, and the creative director approved the deck.

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