Deck Refresh
Refresh financial figures across an existing presentation without disturbing its established layout or styling.
The skill requires showing a complete change plan and obtaining user approval before editing, emphasizes minimal changes and formatting preservation, flags derived figures, and calls for post-edit visual checks. This supports a moderately strong score. Points are deducted because backup, rollback, sensitive financial-data handling, permission boundaries, external-write disclosure, and recovery after failure are not specified.
The four-phase workflow is coherent and covers text, tables, chart source data, footnotes, and notes, while requiring reporting of unchanged items. Points are deducted because ask_user_question, PowerPoint add-in behavior, and chat file regeneration are assumed but not defined, and abnormal input, damaged files, ambiguous mappings, and edit failures lack concrete diagnostics and handling. Static calibration caps this dimension at 10.
The target scenarios and trigger phrases are specific, the add-in and uploaded-file modes are distinguished, and non-goals such as rebuilding slides, unsolicited recalculation, and formatting changes are stated. Points are deducted because input contracts, output format, exclusion cases, and negative trigger conditions remain incomplete; Chinese-language interaction is not addressed, and chat-mode file handling depends on the host environment. No extra mainland-China reachability deduction is warranted because no core overseas service dependency is shown.
The skill has a clear name, description, phased structure, and planning example; repository context supplies Apache-2.0 licensing, official organizational provenance, plugin-validation CI, and contribution guidance. Points are deducted because the skill itself lacks versioning, changelog, maintenance ownership, installation/dependency notes, compatibility guidance, FAQs, and systematic troubleshooting, while several required tools and editing mechanisms are assumed without availability details.
The skill directly targets its stated task of updating figures across an existing deck and includes variant detection, derived-number review, underlying chart-data updates, and visual verification. Points are deducted because no representative output or execution result is provided, and chat-mode regeneration with exact preservation may require substantial manual review. Static calibration caps this dimension at 7.
Repository-level plugin-validation and secret-scan workflows provide limited governance evidence, and the written procedure is auditable. Points are deducted because there are no deck-refresh-specific tests, fixed fixtures, execution logs, or third-party reproduction evidence; the CI validates plugin structure rather than the skill's behavioral key paths. Static calibration caps this dimension at 5.
- This review is based only on static files; the skill was not executed, and no presentation was opened, modified, or tool availability verified.
- Before approval, require an itemized change list and confirm backup, rollback, derived-metric rules, and sensitive-data boundaries.
- Chat-mode regeneration may alter unintended layout or object properties, so each edited slide requires manual visual and numerical review.
- Charts must update both underlying series data and displayed labels, or the result may be misleading.
What it does & when to use it
Deck Refresh updates quarterly figures, earnings data, comparable-company figures, and rebased market data in an existing presentation rather than rebuilding the slides. It confirms how new values map to old ones and whether derived metrics should be recalculated, scans the deck for every representation of each value, and presents a complete change plan before editing. It supports live edits through a PowerPoint add-in and file-based updates in chat by regenerating affected slides and writing the result back. The skill is bundled with the repository's Pitch Agent, and the repository is licensed under Apache License 2.0.
It uses ask_user_question to establish whether new figures arrive as a pasted mapping, an uploaded Excel file, or standalone new values, and whether dependent metrics such as growth rates or market shares should change. It reads every slide and locates value variants in text boxes, table cells, chart data labels, axis labels, chart source data, footnotes, source lines, and speaker notes when requested, including differences in scale, precision, and unit style. It builds a location-by-location change list, flags figures that may be stale because they are derived, and waits for approval before editing. It then changes only the required text runs, cells, or underlying chart series, performs visual verification on edited slides, and reports completed changes plus unresolved flagged items.
- An investment-banking team has released quarterly results and needs to update revenue, EBITDA, and related charts in an existing pitch deck.
- A research or deal team needs to roll comparable-company and market data forward while preserving the deck's existing fonts, colors, tables, and chart styling.
- A finance user has an Excel workbook containing old and new values and needs the column mapping confirmed before figures are transferred into a presentation.
- A deck repeats the same number in body text, chart axes, and footnotes, and the user needs all representations and the underlying chart data refreshed consistently.
Pros & cons
- Checks text, tables, chart source data, axis labels, and footnotes rather than relying on a simple find-and-replace.
- Uses an approval gate before destructive edits and separately flags potentially stale derived metrics.
- Prioritizes minimal changes and preserving existing fonts, colors, bold states, table structure, and layout.
- Explicitly updates underlying chart data so visuals do not become inconsistent with their labels.
- Does not recalculate derived figures by default and does not rewrite a slide whose narrative becomes inaccurate; those decisions remain with the user.
- Requires user approval before execution, so the workflow is not fully unattended.
- The source provides no standalone test suite, performance measurements, or detailed compatibility matrix for PowerPoint and file formats.
- In chat mode, affected slides are regenerated before being written back, and the source does not define fidelity limits for complex objects, animations, or special embedded content.
How to install
The repository does not document a standalone installation command for this skill; it is located at plugins/agent-plugins/pitch-agent/skills/deck-refresh/ and is bundled with Pitch Agent. In Cowork, open Settings → Plugins → Add plugin, paste https://github.com/anthropics/financial-services, and select the required agent from the marketplace list; alternatively, upload a zip of plugins/agent-plugins/pitch-agent/. In Claude Code, run claude plugin marketplace add anthropics/financial-services, followed by claude plugin install pitch-agent@claude-for-financial-services. The source does not document installing deck-refresh independently.
How to use
After installing Pitch Agent, provide the existing presentation and a mapping such as: Update the deck with Q4 numbers: revenue $485M → $512M and EBITDA $120M → $135M. The skill first asks about the source, mapping, and treatment of derived figures, then shows the full change plan; it edits only after approval. In the PowerPoint add-in, it edits text runs, table cells, and chart data in the live deck. In chat, it regenerates affected slides with the new values and writes the result back to the file. The source does not specify file-format limits, upload limits, or the particular tools used for visual verification.
Compared to similar skills
The skill has two execution modes: the PowerPoint add-in edits an open live deck directly, while chat regenerates affected slides from an uploaded file and writes the result back. Both modes use the same plan-first, approval-gated, formatting-preserving workflow.