| name | pitch-deck-builder |
| description | Builds client-ready pitch and deal-review decks in PowerPoint from Salesforce
opportunity data. Use when the user asks to "build a pitch deck", "draft the
deck for this deal", "create a deal-review presentation", "make slides for the
{account} opportunity", or "turn this opportunity into a deck". Joins
opportunity, account, contact and product data, then produces a structured,
on-brand .pptx.
|
| license | MIT |
| metadata | {"author":"Scott Adams, Microsoft","version":"1.0"} |
Pitch Deck Builder
What this skill does
Generates a polished PowerPoint deck for a specific deal by joining Salesforce
data and handing a clean outline to Cowork's built-in PowerPoint skill. This is
co-work: a multi-record read that produces a real artifact someone presents.
Inputs to gather
- Which opportunity or account (name or ID).
- Audience (economic buyer, technical evaluator, procurement) — shapes emphasis.
- Deck type: pitch (win new scope) or deal review (internal/QBR).
- Any must-include slides (security, references, pricing).
Workflow
- Resolve the deal. Use
search_reference_records or get_opportunity
to lock the opportunity ID; pull the surrounding context with
get_account_360 (account, key contacts, open opportunities, recent activity).
- Pull commercials. Use
get_quote_products / get_opportunity_quotes for
line items and pricing, and get_product for product detail where needed.
- Pull proof. Use
get_activity_timeline for momentum and
search_reference_records for relevant references/case studies if available.
- Choose the outline. Default to the 8-slide structure in
references/deck-outline.md; adapt to audience and deck type.
- Draft slide content. Write concise, benefit-led copy per slide. One idea
per slide; lead with the customer's outcome, not the product.
- Generate the deck. Pull the pipeline figures you need with
get_pipeline_summary / get_opportunity, then hand the finished outline to
Cowork's built-in PowerPoint skill to author the .pptx directly.
- Apply brand. Follow
references/brand-guidelines.md (Copilot-style: light
surfaces, the rainbow accent, Segoe UI). Keep it clean and uncluttered.
- Review before finalizing. Show the outline first for a thumbs-up, then
produce the deck. Offer to attach it to a follow-up email or the meeting
invite.
Output format
First, present the outline for approval:
Deck: NorthBridge — Cross-Asset Data Expansion (Pitch · economic buyer)
1. Title — the outcome in one line
2. Where you are today (their words)
3. The opportunity / cost of inaction
4. Our approach
5. What it looks like (scope + products)
6. Proof (reference + results)
7. Commercials (from the quote)
8. Recommended next step + dates
Then build the .pptx and report the file name and slide count.
Guardrails
- Never invent pricing, logos, references, or metrics — source them from the
connector. Mark anything unknown as "TBC" rather than guessing.
- Keep to ≤ 8–10 slides unless asked. Brevity wins meetings.
- Respect confidentiality: internal deal-review notes don't belong in a
client-facing pitch deck.
Additional resources
references/deck-outline.md — slide-by-slide templates for pitch and review.references/brand-guidelines.md — Copilot-style visual guidance.
