Hi Reader

I wanted to share with you that OpenAI just released ChatGPT for PowerPoint so I created a guide on how to use it for Finance and FP&A.

ChatGPT for PowerPoint is a PowerPoint-native AI experience in beta that lives in a sidebar inside Microsoft PowerPoint. It can help you create, edit, understand, and polish presentations directly, while preserving editable slide structure.

I'll add some video tutorials in the future as well in my YouTube channel, here is the link in case you haven't subscribed!

On this channel, I share practical guides on how to use AI, Python, and data analytics to transform the way you work in FP&A, accounting and Finance.

You can use ChatGPT for PowerPoint to create a first draft from source material, add or revise slides in an existing deck, ask questions about a presentation’s story and structure, and improve a deck for a specific audience.

Who it’s for?

It is useful for presentation-heavy work and projects like:

• Building board updates, business reviews, and strategy decks from notes, documents, spreadsheets, or other source material
• Adding or revising slides in an existing presentation
• Tightening a deck for an executive, customer, or internal audience
• Turning long-form content into a clearer presentation structure
• Reviewing a deck’s story, gaps, and likely audience questions
• Applying repeatable presentation workflows through Skills, templates, and connected apps where available

How to install

You can find ChatGPT for PowerPoint in Microsoft Marketplace​

Or you can open Microsoft PowerPoint.

1. Go to Home.
2. Go to Add-ins.
3. Search for ChatGPT.
4. Add it, then open ChatGPT from the ribbon.
5. Sign in with the ChatGPT account that has access.

If your organization can't access the Microsoft Store for this add-in, a Microsoft 365 admin can deploy it internally using the manifest XML file. To download the manifest file, open the link, right-click it, and select Save As, depending on your browser.

Then, in the Microsoft 365 admin center:

1. Go to Integrated apps.
2. Select Deploy Add-in.
3. Select Upload custom apps.
4. Upload the manifest file.
5. Assign it to the appropriate users or groups.

If your organization uses role-based access control (RBAC), an admin may need to enable the add-in.

More info in OpenAI’s website here.

How to use ChatGPT in PowePoint?

1) Be specific about what you want changed, what to preserve, and where the edit should happen.

Example: “Add a risks slide after the market overview. Match this deck’s style and do not change the surrounding slides.”

2) Ask for a plan first when you are making larger edits.

Example: “Before editing, outline which slides you would change and why.”

3) Use source material when you want ChatGPT to build or revise a presentation from existing context.

Review important claims, numbers, and edits before sharing the deck.

Some prompts for you to try

• “Build a 10-slide board update from these notes and KPIs.”
• “Add a risks slide after the market overview.”
• “Customize this deck for an executive audience.”
• “Turn this memo into 5 slides.”
• “Make these slides match our house style.”
• “What is the story of this deck?”

Current limitations

Beta experience: ChatGPT for PowerPoint is still being improved, and some outputs may need manual refinement.

Template adherence: The product is designed to work within existing presentation templates where possible, but generated or edited slides may not always match a preferred style perfectly.

Advanced presentation edits: Some advanced PowerPoint editing, chart, shape, formatting, and slide-management capabilities may be limited or still in development.

Review outputs before relying on them: Outputs may be incomplete or incorrect. Review claims, numbers, citations where available, and slide changes before sharing or relying on them. For important work, duplicate the file first so you can revert if needed.

Using Skills and Apps with ChatGPT for PowerPoint

ChatGPT for PowerPoint supports Skills and apps. Skills are reusable playbooks that teach ChatGPT how to handle specific presentation workflows, style rules, and review steps.

Type “/” and then this will appear

Then click on Explore Skills

You can either create the skill there or upload an existing one:

Availability and pricing

ChatGPT for PowerPoint is available globally in beta to Free, Go, Plus, Pro, Business, Enterprise, ChatGPT Edu, and K-12 users. Free and Go include limited usage access. Plus and Pro include access subject to your plan's agentic usage limit.

Agentic usage limits are shared with other agentic features once pricing for those features is effective. For effective dates and feature-specific pricing, see Using Credits for Flexible Usage in ChatGPT for Plus and Pro or the ChatGPT Rate Card for Business and Enterprise.

Usage may depend on the size and complexity of the presentation task. Larger decks, multi-step edits, and more complex source-grounded requests may use more of your plan’s available usage.

End to End Example: CFO Monthly Business Review (MBR)

The goal of this example was to create an executive-ready monthly business review deck with strategic narrative, trends, risks, and actions.

If you want the data I used to follow along let me know in the comments and I can send!

Summary of the Workflow

1. Upload the Excel file and ask ChatGPT to first inspect the data structure.
2. Have it propose the storyline before generating slides.
3. Ask it to generate a consulting-style deck.
4. Then refine individual slides.

Step 1: Data Understanding Prompt

Upload the file and use the prompt below

"Analyze this cohort analysis dataset and explain: customer growth trends, revenue trends by product, retention and expansion behavior, cohort patterns, concentration risks, executive-level observations. Before creating slides, summarize the 5 most important business insights. Use an FP&A and CFO lens, not a data science lens."

The output are not slides, just text in the ChatGPT window.

Then you check it and when you are comfortable with it (feel free to iterate/apply changes), then proceed to next step:

Step 2: Storyline Prompt

Then I added this prompt

"Create a McKinsey-style executive storyline for a CFO Monthly Business Review. Structure the story using: Executive summary, Growth performance, Product mix shifts, Cohort retention trend, Revenue quality and expansion, Risks and headwinds, Strategic actions, Forecast implications. For each slide provide the core takeaway headline, recommend the best chart, explain the business implication. Style requirements: navy blue and red color palette, minimal consulting-style slides, executive tone, strong slide headlines, clean whitespace, no clutter, use BCG/McKinsey presentation principles"

Similar to the step before, you then review the output of ChatGPT and iterate if needed.

This was my output:

ChatGPT in PowerPoint Skills:

I’ll add future guides on this as well but you could also upload instructions into a skill first and then just ask for the slides, here are some sample skills info:

"Design requirements:

• Management consulting inspired
• navy blue primary color (#0B1F3A)
• deep red accent (#A61B1B)
• minimalist executive aesthetic
• white backgrounds
• subtle dividers
• modern typography
• insight-led slide headlines
• clean data visualizations
• no clutter
• consistent spacing
• sophisticated chart styling
• editable native PowerPoint objects
• executive-ready formatting"

You can then test it and edit if needed:

Bonus: ChatGPT for PPT Skills

I also created 5 ChatGPT for PowerPoint skills, you can download them here:

Hope this guide helps!

Christian Martinez