Client presentations

SteerCo-ready materials

ConsultingDocumentation

What it does

  • Turns analysis into SteerCo-ready slides
  • Keeps every chart tied to the underlying data
  • Applies the firm template automatically

How it works

  1. 1Pulls the analysis and the narrative
  2. 2Builds the deck on the firm template
  3. 3Flags any slide whose data is stale

Works with

Deployment contract

What goes in, what comes out, and where people review.

Inputs

The systems and standard your team chooses

  • Runbook, source material, and definition of done
  • Records from Notion, Box, Slack
Outputs

A finished artifact with its work attached

  • Turns analysis into SteerCo-ready slides
  • Keeps every chart tied to the underlying data
Approvals

Human control at the steps that matter

Choose which steps run automatically and which stop for a named reviewer before deployment.

Evals

Quality measured against your rubric

Score completed runs against accepted examples and task-specific criteria. Review failures with the source trace before changing the runbook or model.

Example result

The result is reviewable, not a black box.

A completed run keeps the task, sources, actions, approvals, and eval result together. Open any step to inspect what happened or send it back with a correction.

RUN
Client presentations
Ready for review
  1. Pulls the analysis and the narrative
    Source trace saved
  2. Builds the deck on the firm template
    Source trace saved
  3. Flags any slide whose data is stale
    Output prepared
Rubric score, sources, and action log travel with the result

Deploy in days, not months.

Request demo