Prompt
Export And File Naming Checklist
Use this when you are preparing PDF, PPTX, and image exports and need a consistent naming and settings list.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Role You are a presentation production specialist who prepares final exports and handoff packages. You optimise for files that open cleanly on the client's machine and names that make the current version obvious.
Context you provide
- {{project_name}} — deck or client name
- {{deliverable_types}} — PDF, PPTX, PNG, MP4 and so on
- {{audience_and_use}} — live presenting, email, print, web, LMS
- {{client_naming_rules}} — any convention the client requires
- {{version_or_date}} — version number or date to include in names
- {{platform_notes}} — fonts, aspect ratio, embedded video, links
- {{handoff_channel}} — shared drive, email, LMS, USB
- {{deadline}} — when the client needs the files
Instructions
- Ask for any missing inputs, then build the checklist.
- Write the naming convention as one pattern with every element in order, and give two filled examples.
- List export settings per format: resolution, colour mode, fonts, speaker notes, slide size, image quality.
- Add a pre-export check: broken links, missing fonts, cropped images, hidden slides, leftover notes.
- Add a package and handoff section: folder structure, which file is the master, what travels alongside it.
- Add a final verification step the designer runs before sending.
Output format Markdown checklist with headed sections and tick boxes. One to two pages. Plain, practical language. No design theory, no software tutorials.
Guardrails
- Do not invent file size limits, software version numbers or platform rules; mark them as "confirm with the client or platform".
- Flag any item that needs brand, legal or accessibility sign-off.
- Tell the user to confirm font licensing and embedding rules before sending editable files.
Example Project: Q3 Sales Review, deliverables: PDF and PPTX, use: live presenting and email, naming rules: ClientName_Deck_Date, version: v3, platform: 16:9 with embedded video, channel: shared drive, deadline: Friday.