Deck Refresh
Swap earnings, comps, and market figures across an existing pitch or quarterly deck without rebuilding slides from scratch.
Overview
Deck Refresh is an agent skill for the Grow phase that updates figures across an existing financial presentation while preserving slide formatting.
Install
npx skills add https://github.com/anthropics/financial-services-plugins --skill deck-refreshWhat is this skill?
- Four-phase workflow with Phase 3 as a mandatory user approval gate before any edits.
- Supports pasted old→new mappings, uploaded Excel sources, or partial new values with discovery in the deck.
- Works in PowerPoint add-in (live runs, cells, chart data) or chat (uploaded file regeneration of affected slides).
- Smallest-change principle: existing formatting stays intact while figures update.
- Triggered by quarterly refreshes, comp rolls, earnings swaps, and global figure replacements across slides.
- 4-phase process with Phase 3 approval gate
Adoption & trust: 608 installs on skills.sh; 30.5k GitHub stars; 3/3 security scanners passed (skills.sh audits).
What problem does it solve?
You have an investor or client deck with correct design but stale revenue, EBITDA, or comp figures scattered across slides, tables, and charts.
Who is it for?
Financial storytelling when quarterly or earnings data changes and you need consistent roll-forward updates across many slides.
Skip if: Building a new narrative, template, or slide order from scratch, or decks with no numeric refresh requirement.
When should I use this skill?
User asks to update the deck with new quarterly numbers, refresh comps, roll forward, swap earnings figures, or replace values across an existing deck.
What do I get? / Deliverables
After you approve the change plan, the deck reflects the new numbers with minimal edits and intact formatting in either the add-in or uploaded-file workflow.
- Change plan for user approval
- Updated deck with swapped figures in text, tables, and charts
Recommended Skills
Journey fit
Refreshing sales and investor materials with new numbers is a Grow content task because you update living collateral as metrics change, not a greenfield Build or Idea research step. Content is the canonical shelf for deck and narrative updates; the skill preserves formatting while replacing values in text, tables, and charts.
How it compares
Use for surgical number swaps with approval gates instead of generic slide-generation skills that rebuild decks from prompts.
Common Questions / FAQ
Who is deck-refresh for?
Solo founders, bankers, and operators maintaining pitch books, board decks, or client presentations in PowerPoint with recurring metric updates.
When should I use deck-refresh?
In Grow content cycles when you need to refresh comps, roll quarters forward, or replace figures like “change all $485M to $512M” after new data lands.
Is deck-refresh safe to install?
Review the Security Audits panel on this Prism page before uploading confidential Excel or decks; treat financial files as sensitive regardless of environment.
SKILL.md
READMESKILL.md - Deck Refresh
# Deck Refresh Update numbers across the deck. The deck is the source of truth for formatting; you're only changing values. ## Environment check This skill works in both the PowerPoint add-in and chat. Identify which you're in before starting — the edit mechanism differs, the intent doesn't: - **Add-in** — the deck is open live; edit text runs, table cells, and chart data directly. - **Chat** — the deck is an uploaded file; edit it by regenerating the affected slides with the new values and writing the result back. Either way: smallest possible change, existing formatting stays intact. This is a four-phase process and the third phase is an approval gate. Don't edit until the user has seen the plan. ## Phase 1 — Get the data Use `ask_user_question` to find out how the new numbers are arriving: - **Pasted mapping** — user types or pastes "revenue $485M → $512M, EBITDA $120M → $135M." The clearest case. - **Uploaded Excel** — old/new columns, or a fresh output sheet the user wants pulled from. Read it, confirm which column is which before you trust it. - **Just the new values** — "Q4 revenue was $512M, margins were 22%." You figure out what each one replaces. Workable, but confirm the mapping before you touch anything — a "$512M" that you map to revenue but the user meant for gross profit is a quiet disaster. Also ask about **derived numbers**: if revenue moves, does the user want growth rates and share percentages recalculated, or left alone? Most decks have "+15% YoY" baked in somewhere that's now stale. Whether to touch those is a judgment call the user should make, not you. ## Phase 2 — Read everything, find everything Read every slide. For each old value, find every instance — including the ones that don't look the same: | Variant | Example | |---|---| | Scale | `$485M`, `$0.485B`, `$485,000,000` | | Precision | `$485M`, `$485.0M`, `~$485M` | | Unit style | `$485M`, `$485MM`, `$485 million`, `485M` | | Embedded | "revenue grew to $485M", "a $485M business", axis labels | A deck that says `$485M` on slide 3, `485` on slide 8's chart axis, and `$485.0 million` in a footnote on slide 15 has three instances of the same number. Find-replace misses two of them. You shouldn't. **Where numbers hide:** - Text boxes (obvious) - Table cells - Chart data labels and axis labels - Chart source data — the numbers driving the bars, not just the labels on them - Footnotes, source lines, small print - Speaker notes, if the user cares about those Build a list: for each old value, every location it appears, the exact text it appears as, and what it'll become. This list is the plan. ## Phase 3 — Present the plan, get approval **This is a destructive operation on a deck someone spent time on.** Show the full change list before editing a single thing. Format it so it's scannable: ``` $485M → $512M (Revenue) Slide 3 — Title box: "Revenue grew to $485M" Slide 8 — Chart axis label: "485" Slide 15 — Footnote: "$485.0 million in FY24 revenue" $120M → $135M (Adj. EBITDA) Slide 3 — Table cell Slide 11 — Body text: "$120M of Adj. EBITDA" FLAGGED — possibly derived, not in your mapping: Slide 3 — "+15% YoY" (growth rate — stale if base year didn't change?) Slide 7 — "12% market share" (was this computed from $485M / market size?) ``` The flagged section matters. You're not just executing a find-replace — you're catching the second-order effects the user would've missed at 11pm. If the mapping says `$485M → $512M` and slide 3 also has `+15% YoY` right next to it, that growth rate is probably wrong now. Flag it; don't silent