Core Workflows

Presentation Export (Google Slides and PowerPoint)

Turn a finished DashboardGenius analysis into an editable executive presentation in one tap.

Presentation Export (Google Slides and PowerPoint)

When an analysis is ready to share with leadership, DashboardGenius can turn it into an editable presentation — no more screenshotting visuals into a deck by hand.

Creating a presentation

Every message with a visualization shows a Present button in the action bar under the visual.

  • One tap creates a deck from that answer: the visual appears full-slide, and the answer's narrative is added as speaker notes for whoever presents it.
  • Long-press Present (or use the options dialog) to choose:
    • Format: Google Slides or PowerPoint (.pptx)
    • Content: just this answer, or the whole conversation (adds a title slide, executive summary bullets, one slide per visual, and a key data table when one exists)

When the deck is ready, an Open in Google Slides or Download .pptx chip appears on the message so you can always get back to it.

What's editable

Visuals are embedded as final images — they're the charts you already reviewed and approved. Everything around them stays native and editable: slide titles, summary bullets, tables, and footers can all be changed directly in Google Slides or PowerPoint.

If the visual itself needs a change, use Update on the visual in DashboardGenius first, then create the presentation again. This keeps the numbers in your deck tied to your connected data.

Built-in polish

  • Speaker notes: each visual slide carries the written analysis as presenter notes.
  • Source footer: every slide notes the data source and the data date, so leadership knows where numbers came from.
  • File naming: decks are named after the analysis and date — no "Untitled presentation" pile-up in Drive.
  • Your logo: if you've set a report logo in Settings, it appears on the title slide.

One-time Google Slides setup (admin)

Google Slides decks are created inside a Shared Drive folder your team owns. The walkthrough lives in two places:

  • Data Sources screen — the "Google Slides Export" card lets an admin set this up ahead of time, see the connected folder, change it, or disconnect it.
  • In the moment — the first time anyone picks Google Slides before setup, the same walkthrough appears right there (with a PowerPoint download offered instead, which needs no setup at all).

The steps:

  1. In Google Drive, click Shared drives in the left sidebar, then + New to create one (for example, "DashboardGenius Reports") — or use an existing Shared Drive folder.
  2. Right-click the drive or folder, choose Manage members, add the DashboardGenius service account email (shown in the walkthrough, with a copy button) and set its role to Content Manager. Google may warn that the email is outside your organization — that's expected.
  3. Open the drive or folder, copy the link from your browser's address bar, and paste it into the walkthrough. DashboardGenius verifies access immediately and tells you exactly what to fix if something's off.

Tips

  • PowerPoint export works immediately for every team, with no setup.
  • "Whole conversation" decks work best when the conversation contains a few strong visuals — each becomes its own slide.
  • Decks are snapshots: if the underlying data changes, update the visual in DashboardGenius and create a fresh deck.