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Populates investment banking pitch deck templates with data from source files. Use when: user provides a PowerPoint template to fill in, user has source data (Excel/CSV) to populate into slides, user mentions populating or filling a pitch deck template, or user needs to transfer data into existing slide layouts. Not for creating presentations from scratch.
Read all reference files at task start before beginning any work. These contain critical patterns and anti-patterns that will affect your approach. Do not wait until you encounter issues.
| File | Purpose |
|---|---|
formatting-standards.md | Text, bullets, tables, charts, alignment |
slide-templates.md | Content mapping guidance for common slide types |
xml-reference.md | PowerPoint XML patterns for tables, shapes, arrows |
calculation-standards.md | Financial formulas for verification (CAGR, consensus) |
What type of task is this?
┌─ Populating empty template with source data?
│ └─→ Follow "Template Population Workflow" below
│
├─ Editing existing populated slides?
│ └─→ Extract current content, modify, revalidate
│
└─ Fixing formatting issues on existing slides?
└─→ See "Common Failures" table, apply targeted fixes
npx skills add anthropics/financial-services --skill pitch-deckHow clear and easy to understand the SKILL.md instructions are, rated from 1 to 5.
Clear and well structured, with only minor parts that might need a second read.
How directly an agent can act on the SKILL.md instructions, rated from 1 to 5.
Mostly actionable with clear steps; only a few small gaps remain.