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The workflow guideMarketing

Convert an existing slide deck into a web presentation

Turn an approved presentation into browser slides while preserving its facts, images and brand rules. Review a slide-by-slide fidelity report before sharing.

6 implementation stepsIntermediate

How this works

Use this procedure when the underlying story is approved but the delivery format needs to change. A sales enablement deck, workshop or internal briefing becomes a browser presentation without silently changing claims or exposing presenter-only notes. The useful result includes evidence that each original slide is represented, not just an attractive page.

Work from a local copy or an authorized presentation connector. Let AI propose layout and implement the agreed design; use extraction, comparison and browser checks to verify it. If parsing or browser tools are unavailable, produce an explicit conversion specification with unresolved items instead of claiming that a working presentation was created.

Before you start

Content owner

Identify who may approve factual edits and which deck version is authoritative.

Asset access

Obtain permitted images, fonts and logos; record restrictions on distribution.

Delivery brief

Confirm audience, device sizes, offline requirements, private notes and destination.

Prepare the inputs

deck
Required

PPTX or slide export with stable slide numbers

Record filename, version, slide count and extraction failures.

brand
Required

Approved typography, palette and assets

Missing fonts need a stated fallback, not a downloaded substitute of unknown license.

delivery
Required

Audience and browser requirements

Separate audience-visible content from speaker notes and internal comments.

Implementation, step by step

  1. Create a content ledger

    • Extract text, chart labels, image references and hyperlinks with source slide IDs.
    • Mark hidden slides and presenter notes separately. Keep the original deck intact.

    Checkpoint: Every slide is accounted for, including extraction gaps.

  2. Resolve conversion limits

    • Identify embedded video, animation and charts that cannot be transferred faithfully.
    • Offer a static substitute or an explicit manual task; ask about material ambiguity before rebuilding a chart.

    Checkpoint: A list of supported, substituted and unresolved elements exists.

  3. Preview a direction

    • Create a small sample from representative dense and visual slides.
    • Agree spacing, navigation and motion. Keep layout choices separate from edits to the narrative.

    Checkpoint: The style is reviewable before the entire conversion.

  4. Build the presentation

    • Map each source slide to a browser section with stable identifiers and meaningful headings.
    • Keep links and local asset references explicit. Do not place confidential notes in HTML comments or downloadable assets.

    Checkpoint: The output opens locally with its expected dependencies.

  5. Check fidelity and use

    • Compare all names, figures, units and chart labels against the ledger; calculate nothing by eye.
    • Check narrow and wide layouts, keyboard navigation, focus visibility, reduced motion and text contrast. Record unsupported checks.

    Checkpoint: The comparison report identifies every deviation and browser defect.

  6. Prepare delivery

    • Package the HTML and assets, plus a PDF fallback if available and requested.
    • List remaining decisions and publication scope. Upload only when the destination and action are authorized.

    Checkpoint: The owner can review the exact package that would be shared.

Decisions along the way

A chart lacks editable data

Use the approved chart image with readable labels; do not infer its underlying values.

Source slide is too dense

Split it into linked sections and record the mapping; retain all material caveats.

A font or media file is unavailable

Use an agreed fallback or leave a visible unresolved item.

What you will produce

presentation.html

HTML

A local browser presentation with documented dependencies.

Include: slide_id · heading · body · asset_reference · navigation

conversion-review.csv

CSV

A complete mapping, including hidden or intentionally omitted material.

Include: source_slide · output_section · content_status · deviation · reviewer

Check the result

  • Match the source and output slide inventory; unexplained omissions fail review.
  • Verify amounts, percentages, dates and footnotes character by character.
  • Open the package without the authoring session and test a narrow viewport.
  • Inspect delivered files for private notes, broken links and missing assets.

When something goes wrong

A slide cannot be extracted

Retain a screenshot for review and request an accessible source; do not invent its content.

Animation hides content

Provide a static or reduced-motion path and verify the same information remains available.

Local preview works but upload fails

Report the local package as complete and publication as unconfirmed; inspect the upload result before retrying.

A worked example

SYNTHETIC EXAMPLE · NOT A REPORTED BUSINESS RESULT

Request

Synthetic: convert a twelve-slide onboarding deck.

Inputs

Slide 7 has a chart image; slide 12 is hidden and contains internal preparation notes.

Expected result

Twelve inventory entries, eleven audience sections, a documented exclusion for slide 12 and an unchanged chart image. Private notes are absent from the delivery package.

Run a small pilot

Start small

Convert one approved deck containing dense text, a chart and a hidden slide.

Record the baseline

Record manual conversion and review time, omissions and rendering defects.

Agree success criteria

Agree a maximum review time and require zero unexplained content loss.

Stop or revise

Stop delivery when sensitive notes appear or factual fidelity cannot be verified.

Keep the scope clear

  • This changes the delivery format, not the approved business claims.
  • Creating a local package does not imply that it was published.

Check before using

The content owner checks every factual change; web publication requires an authorized destination.

Business activities

  • Create and publish content
  • Deliver courses and training

Editorially adapted workflow; not independently tested.

FROM A RECIPE TO YOUR WORKFLOW

Bring the company context together.

This workflow needs reliable inputs before it needs a better prompt. Moat8 Vault brings working information into a readable archive for the AI tools you use.

For this recipe: Approved PPTX · Brand assets · Sharing requirements

Start with one recurring task, agree which sources to use, and review the first result with your team.

Discuss this workflow

What does your team do?

Choose the recurring work you would like to improve.

A field guide, made for work.

Plays is a curated library of anonymized business workflows. Each recipe explains the inputs, steps, tools, and checks you can adapt to your team. These are editorial guides, not independently tested implementations.

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