Use Case - Board Deck

Let me show you how you could use Count dot ai to build a really great board deck in just a few minutes. So I've already added into the Canvas a few datasets I think could be really helpful for this presentation. I've added our backlog of invoices, our subscription history, information on pricing plans, product usage data, all our contacts, customers, and also our deals from our CRM. And this data could have come from our database directly or it could be just uploaded via CSV files. It doesn't really matter. And alongside all this data, I've actually averaged in a few notes about what I want the deck to say. So I've actually outlined a bit of an agenda with a title and agenda slide that want to have some top level metrics, a deep dive on product usage, a bit on our team structure, a slide on risks, including that AI adoption is a bit slow, and then obviously a space for any other risks that fall out of the analysis, and then a a few other slides for discussion and appendices. And now I've written this kind of this kind of structure, and I've got the data, I can now invite an agent into the canvas and give it access to all those data tables and context and ask you to help me build a presentation. Hey, Count dot ai. Could you use these datasets and this methodology set to help build me a really great board deck, please? K. Off it goes. Okay. So the agent's finished. It's board deck. We've got here an agenda. We've got some key stats, deals won, win rate. We've got obviously quite a lot of slides here to look through, team update here, and the risk mitigation slide, and discussion topics, plus a lot of appendix slides. So you can see here the agent's done a lot of analysis for us. It's done quite a kind of data rich slide deck. We can always give the agent more suggestions about turning that into a slightly more narrative based deck if we wanted to have a bit less data in it. And, obviously, the most important thing is when we have a a slide like this, how do we check it's correct? And, obviously, the way we can do that is simply clicking on any of these different outputs and tables, and we can verify the logic that it's used to calculate, for example, ARR here and make any tweaks you want to the code or or, obviously, tell the agent to make some changes if we wanted to. So now we've got this here. We've got that kind of first deck. We can bring in our team. We can share this with our team, and they can collaborate with us live, check the logic, and help us with the narrative. And when we're ready, we can simply go to present mode and start talking through the slides in our meeting.