Hi, there!

Welcome to the 9th edition of Work in Beta.

In this edition, we help you reimagine your workflow when creating Presentations (Decks) with AI. Trying to do it like it has been done for decades might be futile and our Two-Step Model helps with exactly how to augment the workflow.

We are also hosting our third AI WORKSHOP for non-technical professionals this month on 14th March 2026 and would love to have you join. The details are below in this email.

So, let’s dive in!

IF YOU ONLY HAVE 2 MINUTES

THE ‘HOW TO’ PLAYBOOK
Creating Presentations with AI: The Two-Step Workflow

When you make a presentation manually, content and design happen together. You type a headline, adjust the font, add a bullet, move a text box - all on the same slide, at the same time. That works fine when a human is doing both jobs. There's no rule that says you must do one before the other.

But when you bring AI into the process, that changes.

Ask any AI tool to "make me a 10-slide deck about Q4 results" and you'll get a partial job on the content and a partial job on the design. The narrative will be generic. The slides will be functional but forgettable. That's because generating content and generating design in one prompt is a lot to handle in one go - the AI compromises on both.

The fix: stop asking AI to do both at once. Break it into two steps.

The Two-Step Model

As of March 2026, every major AI tool can generate presentations. But to move away from creating generic presentations to ones that actually do the job right for you, you need to work with what we call it the Two-Step Model.

Step 1 - Content & Narrative Architecture. This is where you do the thinking with AI. You discuss, riff, structure, and go back and forth on what exactly to say, in what order, for maximum impact. You're not touching design yet. You are building the argument.

Step 2 - Design & Visual Language. Once content is locked, you move to design. This step uses a theme, template, or brand guideline you already have. The AI applies your visual language to the structure from Step 1. When Step 2 is done, you're 60-70% of the way to a finished deck.

That's the workflow. Step 1 flows into Step 2. You go from "nothing" to "mostly done" and the remaining 20-30% is your editorial pass: refining the narrative, adjusting emphasis, adding your voice.

Why two steps instead of one? Separating the two steps means each step gets full attention and you get a first draft that's actually closer to what you need.

Step 1: Content & Narrative Architecture

The skill here: thinking before prompting.

Most people prompt with: "Make me a 10-slide deck about market trends." That's a lazy brief. You'll get a lazy deck. The workflow starts before you touch any tool.

What good content thinking looks like:

Define the purpose clearly:

  • Who is the audience? (Board, client, team, conference?)

  • What should they DO after seeing this? (Approve? Invest? Understand? Change behavior?)

  • What is the one sentence you want them to remember?

Choose a narrative structure:

  • Problem → Evidence → Recommendation (most common for business)

  • Situation → Complication → Resolution (McKinsey classic)

  • Chronological / Timeline (project updates, quarterly reviews)

  • Comparison / Trade-off (vendor evaluations, strategy options)

  • Build-up → Big Reveal (product launches, pitches)

Define the skeleton:

  • What are the 5-8 key messages, one per slide?

  • What data, evidence, or examples support each?

  • What's the logical flow from one slide to the next?

We've distilled this into a reusable framework. Before prompting any AI for a presentation, answer these 6 questions:

The 6-Question Brief

  1. WHO is the audience?

  2. WHAT should they do/think/feel after?

  3. HOW MANY slides, how long is the talk?

  4. WHAT STRUCTURE - problem-solution, comparison, chronological, build-up?

  5. WHAT INPUTS - data, documents, research, or from scratch?

  6. WHAT DESIGN - template file, brand guidelines, visual style, or let AI decide?

Feed these answers to any LLM. The better your brief, the better your first draft. Every time.

The prompt template - copy this, fill in the brackets, paste it into any AI tool:

PURPOSE: This presentation is for [audience] to [desired outcome after viewing].
CONSTRAINT: [X] slides, [Y] minutes, [formal/casual/data-heavy] tone.
STRUCTURE: Follow a [problem-solution / comparison / chronological / build-up] narrative arc.
KEY MESSAGES:
  - Slide 1: [message]
  - Slide 2: [message]
  - ... (or let the LLM propose based on your inputs)
CONTENT INPUTS: [paste key data points, reference documents, or say "research this topic"]
ONE TAKEAWAY: The single sentence the audience should remember is: "[X]"
Create slide-by-slide text content only. Not the presentation file.

The difference this makes: "Make a 10-slide deck on market trends" produces generic garbage. The same tool with the structured brief above produces a focused, narrative-driven first draft. Same AI. Wildly different output. The workflow is the variable, not the tool.

For high-stakes presentations — board decks, client pitches, investor updates - Step 1 is exactly where the Explorer → Writer → Auditor method applies.

  • Use Explorer to clarify the narrative.

  • Use Writer to draft slide content.

  • Use Auditor to stress-test the claims.

That three-chat method is Step 1 for presentations that need to survive scrutiny.

Step 2: Design & Visual Language

The skill here: having design intent without being a designer.

You don't need design skills. But you need to tell the tool what "good" looks like for your context.

Do you have a template?

  • Corporate template (.potx, .pptx with slide master) → Tools that read templates (Claude in PowerPoint, Copilot) will respect it

  • Brand guidelines (colors, fonts, logo) → Can be provided as context to any LLM

  • No template → That's fine, but decide on a visual style upfront

What visual density fits the audience?

  • Board decks: minimal text, big numbers, clean

  • Sales pitches: visual energy, images, bold claims

  • Analyst reviews: data-dense, charts, tables

  • Workshop/training: mixed media, step-by-step

The prompt template for Step 2 - once your content is locked from Step 1, paste this into the same or a new chat:

CONTENT: [paste the slide-by-slide structure from Step 1]
TEMPLATE: [attach your .pptx template OR describe: "clean, minimal, dark background" / "corporate blue, logo top-right" / "let AI decide"]
VISUAL DENSITY: [minimal text + big numbers / balanced / data-dense with charts and tables]
BRAND ELEMENTS: [colors, fonts, logo file — or "none, use a clean default"]
SPEAKER NOTES: [yes/no]
OUTPUT FORMAT: [.pptx file / Gamma presentation / Google Slides / Canva deck]

Generate a presentation using the content above. Follow the template and visual style exactly. Do not change the narrative structure or slide order.

Key insight: The best first drafts come from tools that know your template. If brand compliance matters, start with your template loaded. If speed matters more, use the connector/design tool path.

Once Step 2 is done, you're looking at a 60-70% finished deck. The structure and narrative flow will be solid if your Step 1 input was good. The design will match your template if you provided one, or be functional-but-basic if you didn't. Your job from here is editorial - refine the narrative, adjust emphasis, add your voice. The time you saved is the formatting, structuring, and blank-slide-staring time. The time you invest is the thinking time. That's the right trade.

Where to Run This Workflow

The Two-Step Model works across every major AI ecosystem. Here's where to start:

  • Claude: Create presentations directly in chat (Claude generates a .pptx file), connect to Gamma for polished visual design, use Cowork to build decks from files already in a local folder, or use Claude inside PowerPoint (Beta) for template-native slides.

  • Microsoft Copilot: Works inside PowerPoint with Agent Mode - reads your slide master, references OneDrive/SharePoint files, and generates full decks within your existing M365 ecosystem.

  • Google Gemini: Gemini Canvas generates full presentations from the web app (export to Google Slides to refine), and Gemini in Slides works as an AI sidebar for slide-by-slide assistance within an existing deck.

  • ChatGPT: Create native .pptx files through agent mode, or connect to Canva for designed, brand-aware presentations built directly inside the chat - works best with a Canva Brand Kit.

The tool doesn't matter. The two-step workflow does. Pick whichever ecosystem you already use and run it.

Do This Week

  • Tomorrow: Pick one real presentation you have coming up in the next two weeks. Fill in the 6-Question Brief - WHO / WHAT / HOW MANY / STRUCTURE / INPUTS / DESIGN - on paper or in a doc. Before you touch any tool.

  • This week: Choose one AI tool from your ecosystem. Run the full Two-Step workflow - content first, design second. Notice how different the output feels when the content is already structured before design begins.

  • Next week: Do the editorial pass. Refine narrative flow, emphasis, proof points, your voice. Track how much time you spent vs. your last presentation.

Final Thought

The first draft is no longer the hard part. The thinking is.

The Two-Step Model doesn't make presentations easier to care about. It makes the mechanical parts disappear so you can focus on what actually matters: what you're saying, to whom, and why.

The skill is Step 1. The tool is Step 2. The workflow connects them.

Pick one presentation. Run the workflow. See what happens.

LEARN WITH US
Workshop on Why AI Doesn't Work for You (Yet) with PD & Sonali

Over the last 2 editions, we have already helped participants from diverse functions including engineering, consulting, marketing, operations, product management, investment banking and more, to get more efficient at work using AI.

We specifically focus on:

  • getting AI foundations right (without this, it never works right)

  • enhancing thinking in systems and workflows instead of tools and features

  • taking the immediate next steps to unlock 10x value when using AI for work

Feedback we have received:

  • Immediately applied a couple of the lessons and it unblocked something I was stuck on for the last one week

  • Excellent - clear, knowledgeable and held complete attention for the 2 hours

  • It was a complete eye-opener - I was thinking about it and using it all wrong

If you wish to join the next session on 14th MARCH 2026, fill this form and we will reach out to you with details: https://forms.gle/D6TGEVoFBUqKPsP49

Image Credits: Work in Beta Workshop on 21st Feb 2026

Reply

Avatar

or to participate

Keep Reading