DIY Use Case #5: Create a Presentation from a Document
You’ve just finished crafting a rock-solid proposal. It’s packed with everything—legal terms, detailed scope, pricing structure, statement of work. Perfect for signing.
But not-so-perfect for presenting.
When you’re face-to-face with a client on a call or Teams meeting, the last thing you want to do is scroll through a 12-page PDF full of legalese.
Luckily, AI makes it shockingly easy to convert that formal document into a polished, client-ready presentation—with minimal effort.
Let’s walk through the exact process.
Step 1: Start with Your Proposal
In this real example, we had a proposal for a claims match system for an insurance adjusting firm called Acme.
The document included:
- Legal boilerplate
- Business need
- Scope summary
- Detailed technical sections
- Statement of work
- Award structure and sign-off
While perfect for contracting purposes, it’s not ideal for client engagement—especially not in a sales meeting or product walkthrough.
Step 2: Use Gamma to Instantly Generate a Presentation
Enter Gamma—a low-cost AI tool that specializes in turning documents into beautiful slide decks.
Here’s how the process works:
- Open Gamma.
- Click Import from File and upload your proposal document.
- Choose your preferred layout (we went with a traditional horizontal format).
- Add a simple instruction: “Create a presentation to show the client in a Teams meeting that walks through the important aspects of the proposal. Focus on the business value, not the legalese.”
Then click Generate.
That’s it.
Step 3: Let the AI Do the Heavy Lifting
In seconds, Gamma pulls together a well-structured deck:
- Starts with client challenges
- Presents your solution
- Highlights key features
- Outlines your phased implementation approach
- Lists awards, team structure, and next steps
It even uses your brand colors automatically—no design skills required.
Step 4: Edit or Customize as Needed
The best part? You can tweak it however you like:
- Manually adjust text like you would in PowerPoint
- Ask the AI to simplify language
- Change formatting, structure, or tone with one click
Whether you want to tighten the copy, add charts, or remove legal jargon—the tool is incredibly flexible.
Step 5: Share, Present, or Export Anywhere
Once your presentation is ready, you can:
- Present directly online
- Download as a PowerPoint or Word doc
- Share a link for asynchronous viewing
It’s ready to go wherever you need it.
Why This Matters
Whether you’re:
- Pitching a product,
- Reviewing a project plan,
- Or selling a service,
…clients don’t want to dig through contracts. They want to be guided through a story—clearly and visually.
AI presentation tools like Gamma help you:
- Convert formal docs into dynamic sales tools
- Save hours of manual slide building
- Maintain brand consistency and clarity
- Focus on the message, not the formatting
Final Thought: Stop Starting from Scratch
If you’re still hand-crafting slides every time you write a proposal, there’s a better way.
Next time, let AI do the heavy lifting. Start with the contract—and in minutes, you’ll have a polished, persuasive presentation that helps you close the deal.