Build a quarterly business review outline from your notes

Steps

1. Collect the quarter's notes, results and any feedback in one document.
2. Remove names and confidential figures, or replace them with ranges.
3. Paste the prompt below with your notes.
4. Reorder the suggested slides until the story makes sense to you.
5. Turn the outline into slides, keeping one idea per slide.

The prompt

Copy it, then replace the [highlighted parts] with your own details.

I am preparing a quarterly business review for [DESCRIBE THE CUSTOMER].
Their main goals for this year are: [LIST 2-3 GOALS].

Here are my notes and results from the last quarter:
[PASTE NOTES AND RESULTS]

Draft a slide-by-slide outline for a 30-minute review. For each slide give:
- A title written as a statement, not a label (e.g. "Onboarding time dropped by a third", not "Onboarding")
- Two or three bullet points of supporting detail
- One question to ask the customer on that slide

Build the story around their goals, not around our product. Keep it to 7 slides or fewer.

What a good result looks like

An illustrative example. The company and figures are made up.

Make it better

• Ask it to write the opening slide as the one sentence your customer's boss would care about.
• Put the uncomfortable slide in the middle, not the end. It reads as honest rather than as an apology.
• Ask which slide could be cut. There is almost always one.

Faster with

Before you paste anything, remove details you would not share outside your company, such as customer names, contract terms or personal information. How to use AI at work safely