Use AI connectors like Claude's to link your email directly to a presentation tool. This allows you to forward a prep email and instantly receive a visual slide deck summarizing the attendees, their backgrounds, and key talking points, making meeting preparation faster and more engaging.

Related Insights

Previously, personalizing a presentation for each customer was manually intensive. AI tools allow users to set up a master template and then generate unique, tailored versions for different audiences on-the-fly, making one-to-one communication scalable.

Instead of sending massive text blocks, feed unstructured data like user survey responses or Slack community introductions into a presentation AI. This quickly generates digestible, visual reports with synthesized personas, key takeaways, and charts, a task that would previously take a team weeks to complete.

Instead of presenting static charts, teams can now upload raw data into AI tools to generate interactive visualizations on the fly. This transforms review meetings from passive presentations into active analysis sessions where leaders can ask new questions and explore data in real time without needing a data analyst.

Use Zapier or Make to connect a call recording tool (e.g., Granola, Gong) to a presentation AI like Gamma. This workflow automatically generates a personalized follow-up deck from the call transcript, saving massive amounts of time for sales reps who handle multiple calls daily.

The old method involved asking an LLM for a slide outline, then feeding that into a design tool. The modern workflow is more powerful: provide the presentation AI with a raw data source (e.g., a call transcript, Slack channel) and instructions, letting it perform the analysis, outlining, and visualization in a single step.

Tools like Genspark's AI Slides are most valuable for rapidly structuring ideas into a coherent presentation, acting like a 'wireframe' for content. The primary benefit is transforming raw information into a logical first draft, which can then be exported to traditional tools like Google Slides for final design polish.

An Executive Assistant at Zapier built an AI agent that automates her weekly meeting prep. The agent researches external attendees, checks the CRM and internal comms for context, and delivers a digest and tasks. This saves hours of manual work and ensures thorough preparation.

For rapid meeting preparation, simply screenshot the guest list and input it into a vision-enabled AI model. The AI performs OCR to extract names, then triggers an agent to automatically search the web and LinkedIn for each attendee, generating a comprehensive prep document with minimal manual effort.

Go beyond using AI for research by codifying your North Star, OKRs, and strategic goals into a personalized AI agent. Before important meetings, use this agent as a 'thought partner' to pressure-test your ideas, check for alignment with your goals, and identify blind spots. This 10-minute exercise dramatically improves meeting focus and outcomes.

The entire workflow of transforming unstructured data into interactive visualizations, generating strategic insights, and creating executive-level presentations, which previously took days, can now be completed in minutes using AI.