Saas Earnings Presentation Gen

Tools to Use

• python-pptx: For slide and chart generation.

Expected Outputs

• Q4_Earnings.pptx

Verification & Improvement

• Run the script and check for errors.
• Use pptx skill helpers to inspect the generated slides.
• Verify chart data matches the prompt exactly ($2.4M, $2.8M, $3.1M, $2.9M).
• Confirm 'Key Takeaway' exists on all 8 slides.
• Check speaker notes on Slide 3 for the Q4 dip explanation.

Learnings

What Worked Well

• Using XL_CHART_TYPE.COLUMN_CLUSTERED and XL_CHART_TYPE.PIE provided clean, native visualizations.
• Modularizing the add_key_takeaway function ensured consistency across all 8 slides.
• A separate verification script allowed for automated checking of internal slide structures without manual inspection.

What Didn't Work

• Initial assumption about slide layouts: it's better to stick to standard layouts (0 for title, 1 for bullet points, 5 for title-only) for predictable results.

Tips for Future Use

• Always verify slide layout indices when switching themes or templates.
• Ensure python-pptx is installed in the target environment as it is a third-party dependency.