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I Built an Accountant's Slide Deck in 5 Minutes with Claude

Luke Iles | AI & Marketing For Finance Firms

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I Built an Accountant's Slide Deck in 5 Minutes with Claude

73 просмотра · 11 дн. назад
Luke Iles | AI & Marketing For Finance Firms
47 подписчиков
73 просмотра · 11 дн. назад
Here is my free prompt that builds AI slide decks for accountants: https://handlagency.gumroad.com/l/bra... Type one sentence into Claude. Get a finished, on-brand client deck back in minutes. You don't open PowerPoint or design anything. Find out where AI would win your firm the most hours back (its free and only takes 3 minutes): https://handlagency.scoreapp.com/?utm... Want all of my other free AI automations? Use the link here: https://handlagency.gumroad.com/ What's in this video: A mate of mine is an accountant and he lost a full day creating a slide deck for one of his biggest clients. The numbers were never the problem. He knows them inside out. It was the fonts, the colours and the endless box nudging that ate his day. With the prompt from this video, that eight-hour job takes about five minutes. I build the whole thing in front of you on a made-up firm, so you can follow along step by step. Brand guidelines go in, a reusable Claude skill comes out and then I make a brand new deck from one sentence. One tip before you start: give Claude two or three decks you like the look of, not one. It gets a far better feel for the style you’re after. More free guides for firms starting out with AI: Your First 7 AI Prompts: Client Emails, Explainers and Proposals: https://handlagency.gumroad.com/l/7-f... 25 AI Prompts Your Firm Will Actually Use: https://handlagency.gumroad.com/l/25-... How to Run a £2,500 AI Audit Yourself: https://handlagency.gumroad.com/l/run... Chapters 0:00 What does an AI-built, branded client deck look like? 0:17 Who's showing you this? 0:36 Why did an accountant lose a full day to one slide deck? 1:02 Are you behind if AI isn't part of your week yet? 1:23 How do five steps cut a deck to five minutes? 1:44 Step 1: Where do you get the free prompt? 2:17 Step 2: Which Claude plan and settings do you need? 2:56 Step 3: What brand assets should you give Claude? 3:46 Step 4: What is a Claude skill and why build one? 4:38 What client data must you remove before uploading a deck? 5:16 How do you run the prompt in Claude? 6:01 What does Claude's first deck look like? 6:53 How do you get Claude to fix a deck you don't like? 7:46 How do you edit the deck in Google Slides? 8:12 Step 5: How do you save the skill so every deck stays on brand? 8:50 How do you build a new deck from one sentence? 9:13 Before and after: manual decks vs Claude decks 9:40 Where do you get the prompt and the free library? Disclaimer The guide is free. It runs on a paid Claude Pro plan. Steps one to three are done once. Remove client names and figures before uploading any deck and check your firm's data policy before putting client data into any AI tool. The firms and figures in this video (Marlbrook & Finch, Redhill Joinery) are made up.