AI Branded Client Deck Agent

How Cassidy automates deck generation using AI

Step 1: Trigger on reporting cadence or request

The Workflow activates automatically on your defined schedule (weekly, MBR, QBR) or on demand via Slack, Teams, or API—initiating deck generation for a specific client or across your entire portfolio.

Step 2: Pull data from connected sources

Cassidy retrieves live metrics from your ad platforms (Google, Meta, LinkedIn), analytics tools (GA4), CRM (Salesforce, HubSpot), and BI dashboards (Power BI, Tableau, Looker), normalizing KPIs like ROAS, CPA, CTR, and pipeline value to your agency's definitions.

Step 3: Map data to branded template placeholders

The Workflow populates your locked .potx template—inserting client name, KPI scorecards, channel deep-dives, and charts into designated placeholders while enforcing brand colors, fonts, logo placement, and legal footers.

Step 4: Generate AI-drafted narrative and insights

Cassidy writes executive summaries, explains performance drivers and anomalies, and drafts recommendations tailored to each client's results—aligned to your agency's tone of voice and stored brand guidelines in the Knowledge Base.

Step 5: Human-in-the-loop review and approval

The draft deck routes to the account lead or strategist for final review, allowing edits to commentary and spot-checks on data accuracy before sign-off.

Step 6: Export and distribute

Once approved, Cassidy exports the finalized PPTX and PDF, then delivers via email, SharePoint, Google Drive, or Slack—with versioning and an audit trail for compliance and future reference.