Use approved source material to plan a meeting and draft a tailored presentation. ChatGPT can challenge your assumptions, organize the meeting strategy, and build from an approved template. You decide what is accurate and what can be shared.
Before you start
- Gather the approved sources you need, such as an account brief, meeting notes, research, call summaries, or local files.
- Confirm that you can use the material. Remove credentials, restricted links, private messages, and personal data you do not need.
- Define the audience, meeting goal, decisions you need, assumptions you want to test, and what a useful outcome would look like.
- Choose an approved presentation template and any writing or brand guidance.
- Decide who must review the final material before it is shared.
Workflow
- In Chat, provide the approved sources and ask ChatGPT to challenge your assumptions.
- Review the evidence, gaps, risks, and questions. Add your judgment.
- Continue the same conversation in ChatGPT Work so it keeps the context.
- Create or update a meeting strategy with the objective, audience, decisions, flow, demo, measures, and open questions.
- Build a draft presentation from an approved template.
- Check every claim, source, metric, image, link, note, and slide.
- Share or publish only after the right person approves the final version.
Check your assumptions with ChatGPT
Create the meeting strategy with ChatGPT Work
Continue this conversation in ChatGPT Work.
Build the presentation draft with ChatGPT Work
Learn from the human edits with Skills
Final review checklist
- Every customer-specific claim is current and supported by a source.
- Facts, hypotheses, recommendations, and open questions are clearly labeled.
- The audience, objective, and decisions match the meeting.
- No confidential names, personal data, credentials, private messages, or restricted links are exposed.
- The deck follows the approved template.
- Images and charts are accurate and do not imply unsupported results.
- Speaker notes sound like the presenter and do not overstate what the product or team can do.
- The owner has reviewed and approved the final version.
Troubleshooting
The first draft takes too long
- Start with a short meeting outline or five-slide deck.
- Use only the sources that directly inform the meeting.
- Review the strategy before asking ChatGPT to build the deck.
The draft lacks context
- State the audience, decisions, assumptions, success measures, and open questions.
- Name the source of truth.
- Ask ChatGPT to identify missing evidence before writing slide copy.
The structure feels generic
- Define the purpose of each slide or section.
- Name the concerns of each stakeholder.
- Ask for a clear decision or action in each section.
The formatting is inconsistent
- Start with an approved template.
- State which layouts and brand rules to preserve.
- Keep content edits separate from template changes.