Thanks to your feedback and feature requests, we've been hard at work on updates that streamline how you create deliverables. This June release introduces three major improvements: one-click slide creation, smarter AI agents that follow your methodologies, and near-instant knowledge indexing.
Here's what's new:
One-Click Slide Creation
Creating presentations on tight deadlines typically means scrambling for templates, hours of formatting, and endless design revisions.
Our new one-click slide creation changes that. Select your data, choose from our expanded library of professional slide layouts, and generate polished slides in seconds. Beyond speed, it ensures consistency and quality at scale.
Our new slide layouts aren't generic templates. They're designed by professionals who understand that a quarterly board update needs different visual language than a deal teaser, that a market analysis requires different data presentation than an investment memo. Each layout is crafted specifically for professional services communication needs.
Agents That Think Like Senior Team Members
Our updated agents aren't just tools. They're team members that never forget your best practices.
Consider a monthly portfolio review presentation you've perfected over years. It has a specific flow, certain metrics highlighted in particular ways, a narrative structure that resonates with your investment committee. You can now configure that entire methodology to an AI agent once, then have it produce that same caliber of work every month, automatically pulling the latest data and maintaining your exact standards.
Our fully configurable agents can:
- Remember your methodologies: From how you calculate returns to how you structure competitive analyses
- Maintain your visual standards: Using your color schemes and preferred layouts
- Adapt to different sources: Whether you're feeding them Excel models, PDFs, or web research, they produce consistent output
- Scale across your team: So your analysts in New York create deliverables that match the quality of your London seniors
Instant Knowledge Indexing
We've accelerated how quickly your sources are indexed and made searchable.
When you drop a new earnings report, updated model, or fresh market research into your knowledge base, it's available almost instantly. No more waiting for processing. No more wondering if your presentation reflects the latest numbers. Your entire knowledge base stays as current as your sources.
This speed improvement extends throughout the platform. Agents pull from fresh data. The AI Assistant answers questions with the latest information. Every deliverable you create is grounded in your most current intelligence.
What This Means for Your Team
These updates enable:
- Junior team members produce senior-quality work from day one
- Senior professionals focus on insight and strategy, not formatting and data entry
- Entire teams maintain consistency across all client deliverables
- Organizations scale their best practices without diluting quality
You should spend time on what matters—analysis, insights, client relationships—not on recreating documents you've made a hundred times before.
Looking Ahead
We're continuing to build Deliverables AI based on your feedback and the workflows we see teams using every day. Our focus remains on helping professional services teams create better deliverables faster, with less manual work and more consistency.
These updates are live now in your account. We'd love to hear how they're working for your team. Reach out to your customer success manager or drop us a note at support@deliverables.ai.