Build a monthly Excel and PowerPoint update

Share dated records and a template. Get a monthly workbook, editable deck and checks linking their numbers.

Build a monthly Excel and PowerPoint update is a free AI workflow for the job "Make documents, sheets and slides". It guides your AI through several skills in order, passing each step's output to the next.

Free · No account · Made by AI Blocks · Thinking: high

What it does

Share dated records and a slide template. Get a monthly workbook, editable update deck and source-number checks. This workflow runs the full component methods in order and checks each handoff before continuing. Your source files stay intact. The method starts by checking what your AI already knows and which files it can read. It asks only for missing facts that change the work. You get the requested files plus a short record of the sources and checks. A saved file alone does not prove that its formulas, links or layout work. Any check that needs an app your AI cannot use stays marked as not run. Review those limits before you share the result.

You give it

Dated operational records, grain and metric definitions, reporting period/timezone, actual slide template and approved audience/talk requirements.
The app and file tools your AI can use for the requested work
Source text (optional)

You get

The native files and reports produced by the component methods, plus a run register and unresolved-input list.
A record of source files, changes and check results
Missing facts and any checks that could not run

Use it when

You need the connected deliverables described above.
You want the sources and checks carried through the handover.
You need to see which steps still need your input.

Steps

Excel monthly rollup builder: Share dated records. Get an Excel monthly summary with checked counts, totals and rates.
PowerPoint template populator: Share your template and approved content. Get an editable PowerPoint deck that follows its layouts.
Excel to PowerPoint number checker: Share Excel and PowerPoint files. Get checks that slide figures match their workbook sources.
PowerPoint speaker notes builder: Share your deck and talk length. Get speaker notes, source links and a timing plan.

How to use it

Start a chat with the skill. Open it if you added it to your AI, or copy it and paste it in.
Supply your actual files and describe the result. The AI checks existing context before asking for missing information.
Review the native output and its real check evidence before sharing it.