Screen pitch decks automatically and build a searchable deal chatbot

Reads every pitch deck you receive, pulls out the key facts, and lets your team ask follow-up questions in a chatbot.

How the work actually flows

It branches. Every path runs.

Pattern: Sequence (1) ยท Parallel Split (2)

flowchart TD trig>"pitch deck uploaded"]:::trig s0["read every page of deck"]:::svc s1["ai extracts key facts"]:::svc trig --> s0 s0 --> s1 gx{"+ where results get used"}:::gate s1 --> gx p00["write report to database"]:::task gx -->|"report path"| p00 p10["store content for retrieval"]:::task gx -->|"chatbot path"| p10 p00 --> out p10 --> out out[/"deck report and queryable chatbot created"/]:::out pay{{"quickly separates promising deals from noise"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itAn outside serviceEvery pathResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Chatbots & AssistantsKnowledge Base & RAGCRM & Sales PipelineDocument Processing & OCRSpreadsheet & Database Ops
Connects
AirtableOpenAIQdrant

The problem it solves

You're flooded with pitch decks and can't possibly read every one closely enough to catch the interesting ones. Overly designed slides make it even harder to skim quickly, so promising companies slip through the cracks.

Who it fits

Startup accelerators, VCs, and deal teams who receive a high volume of pitch decks and need to triage them fast.

How it works

  1. A new pitch deck uploaded to your database is picked up automatically
  2. AI reads every page of the deck, including images and design-heavy slides
  3. Key facts are pulled out and written back into your database as a report
  4. The deck's content is stored so your team can ask it follow-up questions
  5. You or a colleague can chat with the deck to dig into details anytime
What you get

Deal facts you can query instead of reread

You get every pitch deck read and summarized into key facts, plus a chatbot you can question anytime to dig into the details.

What you get

A structured summary report for each deck plus a chatbot you can question about any deck on file.

What you need

An Airtable account, an OpenAI API key, and a Qdrant vector database.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

Related automations

Back to the AI Playbook