Using AlphaSense for PointPoint

AlphaSense for PowerPoint is an AI assistant that works directly inside your presentations

• What is AlphaSense for PowerPoint?
• Working with AlphaSense Inside PowerPoint
  • Create a New Deck from a Template
  • Update Charts, Tables, and Text
  • Automate Formatting Tasks
  • Check a Deck for Errors and Refresh Outdated Data
  • Bring AlphaSense Insights into a Slide
• Data Security and System Requirements
• Frequently Asked Questions

What is AlphaSense for PowerPoint?

AlphaSense for PowerPoint is an AI assistant that works directly inside your presentations. Use natural language to create, update, and maintain slides so you can spend less time on repetitive production work and more time refining the story your deck tells.

It works with your existing slides and templates, helping you update content without rebuilding or reformatting the presentation from scratch.

Use AlphaSense for PowerPoint to:

• Duplicate an existing deck or template for a new company, deal, or topic
• Update charts, tables, and text
• Complete repetitive formatting tasks
• Review a deck for errors or inconsistencies
• Refresh outdated data
• Bring AlphaSense insights and data directly into a slide

Available Capabilities

Working with AlphaSense Inside PowerPoint

Open the AlphaSense pane in PowerPoint to begin. From there, select the slide or object you want to work with, describe the result you need, and review the changes before continuing.

The following workflows show how you can use AlphaSense for PowerPoint throughout the presentation-building process.

Create a New Deck from a Template

Instead of rebuilding a presentation from scratch, start with an existing template or prior deck and adapt it for a new company, deal, or topic. AlphaSense for PowerPoint keeps the structure and styling of the original presentation in place while updating the requested content.

To create a new deck:

• Open the presentation or template you want to use as your starting point.
• Open the AlphaSense pane in PowerPoint.
• Describe how you want the deck updated.
• Review the updated slides and confirm that the content, layout, and formatting meet your needs.

For example:

• “Duplicate this deck for [Company] and update the company overview, market landscape, and comparable companies slides.”

Update Charts, Tables, and Text

When information changes, you can update individual slide elements without recreating the slide.

To update an element:

• Select the slide, chart, table, text box, or other element you want to change. You can also describe where the element is located.
• Enter an instruction in the AlphaSense pane.
• Review the change directly on the slide and make any additional adjustments as needed.

For example:

• “Update this chart with the latest quarterly revenue.”
• “Rewrite this bullet to reflect the updated deal terms.”

Automate Formatting Tasks

AlphaSense for PowerPoint can complete repetitive formatting work across a slide or presentation.

Use it to:

• Align objects
• Duplicate slides for another company or entity
• Find and replace logos or repeated elements
• Apply consistent styling across a deck

To complete a formatting task:

• Select the relevant slide or object.
• Describe the change in the AlphaSense pane.
• After the task is complete, review the affected slides to confirm that the formatting is consistent.

For example:

• “Align the charts and text boxes on this slide.”
• “Replace the current company logo throughout the deck with the updated logo.”

Check a Deck for Errors and Refresh Outdated Data

Before sharing a presentation, use AlphaSense for PowerPoint to identify potential errors, inconsistencies, formatting issues, and outdated information. You can then review the flagged items and refresh specific slides or figures directly within the deck.

To review and update a presentation:

• Open the AlphaSense pane.
• Ask AlphaSense to review the presentation or identify the content that needs to be refreshed.
• Review the issues or updates AlphaSense provides.
• Choose which items you want to correct or apply.
• Confirm that any refreshed data reflects the intended timeframe and source.

For example:

• “Check this deck for inconsistencies, outdated figures, and formatting errors.”
• “Refresh the market data on the industry overview slide.”

Note: Always review flagged issues and updated content before finalizing your presentation. AlphaSense for PowerPoint can support your quality-control process, but it should not replace your own review.

Bring AlphaSense Insights into a Slide

You can search AlphaSense’s content library and add relevant findings to your presentation without leaving PowerPoint.

To add AlphaSense insights:

• Open the AlphaSense pane.
• Describe the information you want to find.
• Review the results returned by AlphaSense.
• Select the insight you want to use and insert it into the slide.
• Review the placement and wording within the context of your presentation.

For example:

• “Find recent management commentary on [Company]’s margin outlook.”

Data Security and System Requirements

AlphaSense for PowerPoint processes presentation files locally rather than uploading the deck to the AlphaSense cloud. AlphaSense does not store or inspect your deck contents as part of this process.

To use AlphaSense for PowerPoint, you need:

• Microsoft PowerPoint on a Windows PC
• An active AlphaSense account
• Access to AlphaSense for PowerPoint enabled for your account

If you do not see the AlphaSense pane in PowerPoint, contact your AlphaSense account administrator to confirm that access has been enabled.

Frequently Asked Questions

Will AlphaSense for PowerPoint change slides I did not ask it to update?

• No. AlphaSense for PowerPoint updates only the slides or elements included in your request. The remaining content and layout in your presentation stay unchanged.

Can I use my firm’s templates?

• Yes. You can use an existing presentation or template that you have access to and adapt it for a new company, deal, or topic.

Is my presentation uploaded to AlphaSense’s servers?

• No. Presentation files are processed locally. AlphaSense does not store or inspect your deck contents as part of this process.

Does AlphaSense for PowerPoint work with AlphaSense for Excel?

• Yes. After updating assumptions or data in Excel, you can use AlphaSense for PowerPoint to refresh the related slides and keep your presentation aligned with your model.