Automated · deck templateMonthly investor updates and board decks
A monthly investor updates and board decks template for SaaS & Startups, built automated. Starting from a new customer kicks off onboarding, Preso designs every on-brand slide in the deck and delivers it through product events and the tools you already use - ready to present or export.
AutomatedBuild mode: Generated automatically on triggersTrigger
A new customer kicks off onboarding
SaaS & Startups
Design engine
Preso
prompt → on-brand deck
Brand kit
colors · fonts · voice
Who runs it
Build mode
Generated automatically on triggers
Founders
team
Growth & sales
team
Product teams
team
Integrations
Synced via API & MCP
Exports to
Product events
CRM
Preso
How the flow works
Trigger: A new customer kicks off onboarding
- 1
Preso designs an onboarding deck tailored to the account
- 2
It walks the team through setup, milestones, and success criteria
- 3
The same on-brand template adapts to every customer
- 4
CSMs present live or share a present-mode link
Who runs it
- Founders
- Growth & sales
- Product teams
Integrations
Synced from your stack; designs stay on-brand by default.
Build mode & destinations
Generated automatically on triggers
Product events
CRM
Preso
What keeps it on-brand & on-track
- Tailored per account, not a static slide file
- One clear path to first value
- On-brand onboarding that finally looks like your product
Automated
Triggered by events or a schedule from your stack - a new month, a closed deal, fresh metrics - Preso generates and updates every deck automatically, with the structure and branding you control.
