Deck Refresh

Also ask about derived numbers: if revenue moves, does the user want growth rates and share percentages recalculated, or left alone? Most decks have "+15% YoY" baked in somewhere that's now stale. Whether to touch those is a judgment call the user should make, not you.

Phase 2 — Read everything, find everything

Read every slide. For each old value, find every instance — including the ones that don't look the same:

A deck that says $485M on slide 3, 485 on slide 8's chart axis, and $485.0 million in a footnote on slide 15 has three instances of the same number. Find-replace misses two of them. You shouldn't.

Where numbers hide:

• Text boxes (obvious)
• Table cells
• Chart data labels and axis labels
• Chart source data — the numbers driving the bars, not just the labels on them
• Footnotes, source lines, small print
• Speaker notes, if the user cares about those

Build a list: for each old value, every location it appears, the exact text it appears as, and what it'll become. This list is the plan.

Phase 3 — Present the plan, get approval

This is a destructive operation on a deck someone spent time on. Show the full change list before editing a single thing. Format it so it's scannable:

$485M → $512M (Revenue)
  Slide 3  — Title box: "Revenue grew to $485M"
  Slide 8  — Chart axis label: "485"
  Slide 15 — Footnote: "$485.0 million in FY24 revenue"

$120M → $135M (Adj. EBITDA)
  Slide 3  — Table cell
  Slide 11 — Body text: "$120M of Adj. EBITDA"

FLAGGED — possibly derived, not in your mapping:
  Slide 3  — "+15% YoY" (growth rate — stale if base year didn't change?)
  Slide 7  — "12% market share" (was this computed from $485M / market size?)

The flagged section matters. You're not just executing a find-replace — you're catching the second-order effects the user would've missed at 11pm. If the mapping says $485M → $512M and slide 3 also has +15% YoY right next to it, that growth rate is probably wrong now. Flag it; don't silently fix it, don't silently leave it.

Use ask_user_question for the approval: proceed as shown, proceed but skip the flagged items, or let them revise the mapping first.

Phase 4 — Execute, preserve, report

For each change, make the smallest edit that accomplishes it. How that happens depends on your environment:

• Add-in — edit the specific run, cell, or chart series directly in the live deck.
• Chat — regenerate the affected slide with the new value in place, preserving every other element exactly as it was, and write it back to the file.

Either way, the standard is the same:

• Text in a shape — change the value, leave font/size/color/bold state exactly as they were. If $485M is 14pt navy bold inside a sentence, $512M is 14pt navy bold inside the same sentence.
• Table cell — change the cell, leave the table alone.
• Chart data — update the underlying series values so the bars/lines actually move. Editing just the label without the data leaves a chart that lies.

Don't reformat anything you didn't need to touch. The deck's existing style is correct by definition; you're a surgeon, not a renovator.

After the last edit, report what actually happened:

Updated 11 values across 8 slides.

Changed:
  [the list from Phase 3, now past-tense]

Still flagged — did NOT change:
  Slide 3 — "+15% YoY" (derived; confirm separately)
  Slide 7 — "12% market share"

Run standard visual verification checks on every edited slide. A number that got longer ($485M → $1,205M) might now overflow its text box or push a table column width. Catch it before the user does.

What you're not doing

• Not rebuilding slides — if a slide's narrative no longer makes sense with the new numbers ("margins compressed" but margins went up), flag it, don't rewrite it.
• Not recalculating unless asked — derived numbers are the user's call. Your Phase 1 question covers this.
• Not touching formatting — if the deck uses $MM and the user's mapping says $M, match the deck, not the mapping. Values change; style stays.