Hire an AI Excel report and PowerPoint update writer

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• monthly-summary.xlsx with a summary for each month, and metric-definitions.md
• A copy of your template filled in, with charts and tables you can still edit
• slide-number-checks.csv and number-review.md: each slide number matched to the workbook
• deck-with-notes.pptx with speaker notes and a timing sheet
• A source map, a run record and a list of open items

How it does the job well

• Turn every request into owned actions: who, what and by when.
• Work from the real calendar, notes and lists. Never invent meetings, people or dates.
• Put the most important decision or deadline first, then the details.
• Prepare drafts and proposals. Sending, booking and changing records waits for approval.

Mistakes it avoids

• Losing commitments buried in long notes.
• Mixing confirmed facts with guesses about other people's plans.
• Adding process when a short checklist would do.

What a good result looks like

An example, not your task: You rebuild the same monthly update every month and copy the numbers by hand.

• monthly-summary.xlsx. A summary for each month, built from your records with IDs and month ends kept.
• metric-definitions.md. What each measure means and how it is worked out.
• populated-template.pptx. Your template filled with the monthly results, with editable charts and tables, plus a source map.
• slide-number-checks.csv. Every slide number matched to the workbook, marked pass or fail.
• number-review.md. What failed, why, and what to fix before you present.
• deck-with-notes.pptx. The checked deck with speaker notes and a timing sheet.

How the work is checked

• Every required source file and version is named, and its meaning is stated.
• Each of the four steps ran, or the run stopped and says which input was missing.
• Every number on every slide is in slide-number-checks.csv, marked pass or fail.
• Periods and units agree between the workbook and the slides.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

Capabilities

• Excel monthly rollup builder. Builds the monthly summaries from your real records. Keeps record IDs, month boundaries and rate definitions. Hands the workbook and the metric definitions to the next step.
• PowerPoint template populator. Fills your supplied template with the checked monthly results. Keeps charts and tables editable. Hands the deck and a source map to the number checker.
• Excel to PowerPoint number checker. Matches every number on the slides to the workbook. Fails stale periods, swapped categories and mixed units. Hands its list of matched and failed numbers, with the checked deck, to the notes step. The notes step waits until every failed number is fixed or marked open.
• PowerPoint speaker notes builder. Adds speaker notes linked to their sources, with a time budget. It does not change a checked figure.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id build-a-monthly-excel-and-powerpoint-update only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/build-a-monthly-excel-and-powerpoint-update/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• Your dated records for the month, as a spreadsheet or CSV export
• What each measure means, and what one row stands for, such as one order
• The reporting month, timezone and how you set month ends
• Your real slide template (.pptx), with your layouts
• Who the audience is and how long the talk is
• Last month's workbook and deck (optional)

Helpful context (optional)

• Last month's workbook and deck.
• A named person who checks the numbers before you present.

Tools and access

• An AI that can create Excel and PowerPoint files: The result is real .xlsx and .pptx files. A chat that can only paste text gives you a plan and formulas, not files.

Functions and deliverables

• Excel report and PowerPoint update writer: Build a monthly workbook and editable slide update from dated records. Check the numbers across both and add speaking notes.
  • monthly-summary.xlsx with a summary for each month, and metric-definitions.md
  • A copy of your template filled in, with charts and tables you can still edit
  • slide-number-checks.csv and number-review.md: each slide number matched to the workbook
  • deck-with-notes.pptx with speaker notes and a timing sheet
  • A source map, a run record and a list of open items
• Excel monthly rollup builder: Share dated records. Get an Excel monthly summary with checked counts, totals and rates.
  • monthly-summary.xlsx and metric-definitions.md.
  • A record of source files, changes and check results
  • Missing facts and any checks that could not run
• PowerPoint template deck builder: Share your PowerPoint template, outline and approved content. Build an editable deck using its layouts, with source notes and checks.
  • populated-template.pptx, a source map and rendered slide previews.
  • A record of source files, changes and check results
  • Missing facts and any checks that could not run
• Excel to PowerPoint number checker: Share Excel and PowerPoint files. Get checks that slide figures match their workbook sources.
  • slide-number-checks.csv and number-review.md; revised files only if repair is requested.
  • A record of source files, changes and check results
  • Missing facts and any checks that could not run
• PowerPoint speaker notes builder: Turn your PowerPoint deck into speaker notes with source links, transitions and a timing plan for your talk length. Your original file stays safe.
  • A copy of your deck with speaker notes on each slide
  • A draft timing sheet for slides, transitions and questions
  • A source map linking claims to your files
  • A list of checks that passed, failed or did not run
  • A list of missing facts to fix before you present
• me.md builder: Answer a few questions, or let your AI use what it remembers. Get one private file that tells any AI who you are.
  • One me.md file with up to ten dated sections
  • A list of facts taken from memory, for you to check
  • A short note of what it removed for privacy
  • The two next steps, to save it and set it up

Tasks you can use it for

• You rebuild the same monthly update every month and copy the numbers by hand.
• A number on a slide did not match the spreadsheet last time.
• You must use the company template, with charts and tables that stay editable.
• You present each month to a board, a client or a team and want speaker notes too.

Limits to check before starting

• Your records are not clean yet. Check them first with the Spreadsheet results reviewer workflow.
• You have a report, not records, and want slides. Use Report-to-slide briefing deck builder and reviewer.
• You have a messy sheet and no template and want a deck fast. Use Spreadsheet cleanup, data-check and slide-deck builder.
• You only want to check numbers on an existing deck. Use the Excel to PowerPoint number checker.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Download the handoff pack. It is a zip with HANDOFF.md and every skill file this workflow uses.
• Give the folder to Claude, ChatGPT or Gemini and say "Follow HANDOFF.md".
• Attach your records and your template. Say the month, the audience and the talk length.
• Read metric-definitions.md first. If a measure is defined wrongly, say so before the deck is built.
• Open number-review.md before you open the slides. Fix every failed or stale number.
• Open the deck in PowerPoint yourself and check layout and charts, since your AI may not be able to.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/build-a-monthly-excel-and-powerpoint-update for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.