Paradino

Advice Presentations

Create professional, customisable advice presentations with AI-powered slide generation and editing capabilities.

Creating an Advice Presentation

To create an advice presentation, navigate to the Strategy Assist module. An advice presentation can be generated once a Statement of Advice has already been created.

You must have a Statement of Advice generated before you can create an advice presentation. The presentation button will appear once this prerequisite is met.

Generation Process

  1. Click the Advice Presentation button (or Create New)
  2. The system will generate all slides automatically (this takes 1-2 minutes)
  3. Slides will appear progressively as they're generated

The generated presentation typically includes:

  • Cover slide
  • Client objectives
  • Current situation analysis
  • Strategy recommendations
  • Charts and tables with financial data
  • Action items and next steps

Presentation Views

Paradino offers four different view modes to help you work with your presentations efficiently:

Grid View

Get a quick preview of all slides in a thumbnail grid layout. Perfect for getting an overview of your entire presentation at a glance.

Slideshow Mode

Full-screen presentation mode designed for client meetings.

  • Use arrow keys to navigate between slides
  • Press Escape to exit slideshow mode
  • Clean, professional interface optimised for presentations

List View

View slides one at a time with easy navigation. Ideal for reviewing content sequentially.

Side-by-Side List View

Display the slide and Athena's chat interface side by side. This view makes it easy to see changes in real-time as you make edits through chat.

Editing with Athena

Athena, Paradino's AI assistant, is available in the chat interface on the left side of the screen. You can use natural language to make changes to your presentation.

What You Can Edit

  • Name
    Content
    Description

    Modify text, bullet points, and headings on any slide

  • Name
    Charts
    Description

    Add, remove, or modify charts with specific data visualisations

  • Name
    Tables
    Description

    Insert or update tables with financial information

  • Name
    Flow Charts
    Description

    Create visual diagrams to explain processes or strategies

  • Name
    Slides
    Description

    Add or delete entire slides from your deck

Example Prompts

Here are some examples of how to interact with Athena:

"For slide 7, create a bar chart instead of all this text"

"Delete slides 4-7 for me please"

"Add a new slide after slide 3 showing the retirement timeline"

"Make the font larger on slide 5"

Athena can make both slide-level changes (editing individual slides) and deck-level changes (affecting the entire presentation).

Theme Customisation

Customise the look and feel of your presentations to match your brand identity.

Accessing Theme Manager

Click the Manage Themes button to open the theme customisation panel.

Basic Settings

  • Name
    Theme Name
    Description

    Give your theme a descriptive name (e.g., "Jeremy Parrot Brand")

  • Name
    Brand Mark
    Description

    Upload your company logo or brand mark

  • Name
    Colors
    Description

    Customise primary, secondary, and accent colors

Advanced Settings

Access advanced customisation options for more detailed control:

  • Fonts: Choose from available font families
  • Font Sizing: Adjust default font sizes for headings and body text
  • Content Alignment: Set default alignment for text and elements
  • Spacing: Customise padding and margins

Applying Themes

When you apply a theme:

  • It affects all presentations (existing and future)
  • The theme persists for newly created presentations
  • Regenerating a presentation from scratch will use the applied theme

Applying a theme affects all presentations in your account, not just the current one. Make sure you're satisfied with your theme before applying it.

Exporting to PowerPoint

Export your presentation to PowerPoint format for offline editing or sharing with clients.

How to Export

  1. Click the Export button
  2. Select PowerPoint format
  3. The presentation will download as a .pptx file

What's Included

The exported PowerPoint file includes:

  • All slides with current content and formatting
  • Charts and tables
  • Your applied theme (colors, fonts, branding)
  • All visual elements as close to the web version as possible

Manual Editing in PowerPoint

Once exported, you can make manual changes in PowerPoint:

  • Edit text directly
  • Adjust colors and formatting
  • Rearrange slides
  • Add custom elements
  • Use PowerPoint's native features

Changes made in PowerPoint are not synced back to Paradino. Export to PowerPoint when you're ready for final manual touches.

Best Practices

Before Creating a Presentation

  • Ensure your Statement of Advice is complete and accurate
  • Review client data for accuracy
  • Have your branding theme set up in advance

During Creation

  • Use the side-by-side view when making edits with Athena
  • Start with deck-level changes (adding/removing slides) before fine-tuning content
  • Test your presentation in slideshow mode before client meetings

For Client Presentations

  • Review the entire presentation in slideshow mode beforehand
  • Ensure all charts and tables display correctly
  • Have a backup export in PowerPoint format
  • Familiarise yourself with keyboard shortcuts (arrow keys for navigation)

Theme Management

  • Create a consistent brand theme for all presentations
  • Use high-resolution logos for best quality
  • Test your theme on different slide types before applying globally

Troubleshooting

Slides Not Generating

If slides aren't appearing:

  • Wait 2-3 minutes for generation to complete
  • Ensure your Statement of Advice is complete
  • Refresh the page and try again
  • Check your internet connection

Charts Not Displaying

If charts appear broken or missing:

  • Ask Athena to regenerate the specific chart
  • Check that the underlying data exists in your Statement of Advice
  • Try a different chart type

Theme Not Applying

If your theme changes aren't showing:

  • Click Apply to save theme changes
  • Refresh the presentation
  • For existing presentations, you may need to regenerate from scratch

Export Issues

If PowerPoint export isn't working:

  • Check your browser's download settings
  • Ensure pop-ups aren't blocked
  • Try a different browser
  • Contact support if the issue persists

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