
TEST & LEARN Case Study PPT Generator
Regional Agenda source
Hover or tab through this guide whenever you need the map. Follow the steps top-to-bottom, then export once Review is clean.
- 1Source Rows
Start on the left. Search, filter by market or readiness, then pick the Regional Agenda row you want to turn into a case study.
- 2Source Snapshot
Use Snapshot when SharePoint changes. The app flags new, changed, ready, and drifted source rows without Microsoft Graph admin access.
- 3Results Output
Fill single-cell KPI rows or the multi-cell comparison table in the Draft Builder. Optional messy-note extraction lives there too.
- 4Draft Builder
Use raw fields for rough notes, then hit AI beside each section. The processed column is what flows into the slide, and every field stays editable.
- 5Review
Run Review before export. It checks evidence, overclaim risk, PPT fit, regional usefulness, and whether the takeaway is actionable.
- 6PPT Export
Use the top PPT button after Review is clean. Export also updates reusable outputs in the background.