Use casesReporting

Stop presenting last quarter's numbers in this quarter's deck

Mitra compares the numbers in your sales deck against what the CRM currently says and flags every slide that has gone stale. The agent drafts the corrected figures and posts them for review rather than editing the deck. A person decides what changes and how it looks.

Runs: First Monday of the month
Used by: Design · Sales

The prompt

On the first Monday of each month, check our sales deck figures against HubSpot. Post the corrected numbers, slide by slide, to #sales-enablement. Do not edit the deck.

Google Slides

HubSpot

Slack

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What the agent actually does.

Read the deck's claims
The agent walks the slides and picks out the figures meant to track reality: customer counts, growth, retention.
Check them against the CRM
Each figure is compared with what HubSpot currently holds, and the gap is recorded rather than assumed.
Draft the corrections
The agent writes the replacement numbers slide by slide, so the reviewer sees old and new side by side.
Leave the deck alone
Nothing is edited, because renumbering a slide is not the same as redesigning it.

Make it yours.

For sales teams presenting from a shared deck, and the designer who owns it and never signed up to check figures. Change any of this by saying so — there is nothing to rewire.

Let the agent update a plain numbers appendix directly, and leave designed slides alone.
Run it before every board meeting instead of monthly.
Check against a finance spreadsheet rather than the CRM.

Questions, answered.

How do I keep the numbers in a sales deck up to date?

Mitra checks the figures on each slide against your CRM on a schedule and reports which have gone stale, with the corrected number beside the old one. The deck is left untouched and the changes wait for approval, so nobody finds a slide silently rewritten.

Will Mitra change the design of my slides?

No. Mitra reads the deck and drafts corrected figures for approval, and does not edit slides or make visual decisions. If you want a plain appendix updated directly, say so when describing the job, and leave the designed slides out of scope.