Use cases & roadmap
Managers — decks & PDFs
Turn briefs and knowledge into branded PowerPoint decks and PDF documents agents generate in the Work panel.
Managers — decks & PDFs
Use this when managers, PMs, or enablement need slide decks and PDF one-pagers from approved sources—not from memory alone.
What ships today
| Tool | Output | Enable in |
|---|---|---|
Create presentation (createDeck) | Branded .pptx deck | Agent settings → Tools |
Create PDF (createPdf) | Branded .pdf from markdown | Agent settings → Tools |
Both tools are opt-in per agent. In the playground, they can require in-chat approval before running (see Security & controls).
Generated files appear in the agent Work panel as artifacts you can preview and download.
Example agent: QBR assistant
- Agents → Create — name:
QBR Assistant. - Knowledge — upload last quarter’s metrics PDF, product roadmap, and pricing sheet to
qbr/. - Tools — enable Knowledge search, Create presentation, Create PDF.
- Instructions — use only uploaded sources for numbers; label assumptions; ask before generating a deck.
Prompts to test
- “Draft a 6-slide QBR deck from our uploaded roadmap and metrics. Audience: executive team.”
- “Create a one-page PDF summary of our pricing changes for sales.”
- “Turn the customer feedback doc into a 4-slide enablement deck.”
Expected behavior:
- Agent searches Knowledge before citing figures.
- Deck/PDF generation runs as a tool; you see progress in Work.
- If approval is on, you Approve in playground before the file is built.
Tips for better decks
- Upload source PDFs/CSVs to Knowledge—don’t rely on the model to remember last quarter’s numbers.
- Keep slide asks structured (slide count, audience, tone).
- Use your org logo and brand name from widget/agent branding settings where configured.
- For recurring formats, save a workflow: Input → KB preflight → LLM (outline) → manual review → agent create deck in chat.
Workflows vs chat
| Approach | Best for |
|---|---|
| Agent chat | Interactive iteration (“add a competitive slide”, “shorten slide 3”) |
| Workflow | Repeatable pipeline (webhook in from CRM → summary → notify Slack) |
Workflows do not replace deck/PDF tools—they orchestrate steps around them. See Workflows overview.