AI Slides Tool Requirements

Report Preparation Use Cases

  1. One-Click Report Generation - Generate business reports instantly using standardized templates with auto-populated data
  2. Report Customization - Edit and personalize generated reports while preserving critical data integrity
  3. AI-Powered Analysis - Interact with AI to analyze data, refine insights, and generate recommendations
  4. Report Management - Save reports in different states (draft/final/template/locked) and download for offline use

Workflow Automation Use Cases

  1. Task Management - Assign and track MBR opportunities with automated status updates
  2. Automated Communications - One-click email and call functionality for seller engagements
  3. AI Meeting Summaries - Automatically generate action items and key takeaways from MBR sessions
  4. Progress Tracking - Monitor MBR completion through pre-defined stages with automated notifications

Core Value Propositions

  1. Reduce manual effort from hours to minutes for MBR preparation
  2. Ensure consistency and quality across regions while allowing customization
  3. Enable data-driven insights through AI integration
  4. Automate end-to-end workflow from template creation to post-meeting follow-ups

System Architecture

Architecture Report Implementation