Launch price: $49 one-time for all 38 specialists. Get it →
Claude prompts
5 Claude Prompts for Presentations, Reports and Documents
PowerPoint outlines, report-to-slides, executive summaries, meeting actions and proposals.
Updated October 20265 promptsFree to copy, no signup
These prompts turn notes, reports and transcripts into presentations and professional documents. They plan the structure first, keep every figure tied to your source material, and mark gaps for you to fill.
How to use these prompts
Agree the storyline or section structure before asking for finished slides or a full document.
Paste or upload the source material so every number in the output can be traced back to it.
Search the result for [DATA NEEDED] and [TO CONFIRM] markers and fill them in before sharing.
Where file creation is enabled in your Claude app, ask for a .pptx, .docx or .xlsx file once the content is right.
Use it when: Use to plan a presentation; you get a slide-by-slide outline with action titles, the key message of each slide, visual suggestions and speaker notes.
Prompt 01
Plan a presentation for me, slide by slide.
Topic: [TOPIC]
Audience: [WHO, AND WHAT THEY ALREADY KNOW]
Goal: [WHAT THEY SHOULD THINK, DECIDE OR DO AFTERWARDS]
Length: [MINUTES], roughly [NUMBER] slides
Setting: [E.G. BOARD MEETING, CONFERENCE TALK, SALES PITCH, CLASS]
Material: [PASTE NOTES, DATA OR KEY POINTS]
First, write the core message in one sentence. Every slide should support it.
Then, for each slide:
- Title: a takeaway sentence ("Switching suppliers cut our delivery costs"), not a label ("Costs")
- Key message: the one point the audience should remember
- Content: 3 bullets at most, or the single chart or image that carries the point
- Visual suggestion: chart type, diagram or image, and what it shows
- Speaker notes: what I say, 60 to 120 words, in a natural spoken style
Order the slides as a story: situation, problem, insight, recommendation, next steps, adapted to the setting. Use only figures from my material and mark gaps as [DATA NEEDED].
If this Claude app has file creation enabled, also build the deck as a .pptx file with a clean, consistent layout.
Why it works: Writing slide titles as takeaway sentences means the audience gets the point even if they only read the titles. Stating one core message first keeps every slide pulling in the same direction, and limiting figures to your material with [DATA NEEDED] markers stops invented numbers appearing on a slide you present.
Tip: Get the outline right before asking for the .pptx; fixing a storyline is quick, rebuilding finished slides is not.
2. Turn a report into a slide deck
Claude or Claude Code
Use it when: Use when you need to present a long report; Claude extracts the storyline and restructures it as a deck with one message per slide.
Prompt 02
<report>
[PASTE THE REPORT OR UPLOAD THE FILE]
</report>
Turn the report above into a slide deck structure for [AUDIENCE], about [NUMBER] slides. The purpose of the presentation: [E.G. GET THE BUDGET APPROVED, UPDATE THE TEAM].
A report covers everything; a deck carries one storyline. So:
1. Identify the 3 to 5 findings that matter most for this audience and purpose, and list them before building slides.
2. Write a one-slide executive summary that states the conclusion up front.
3. Build the slides. For each: an action title stating the takeaway, the supporting evidence from the report (figures quoted exactly, with the report section they come from), and a suggested visual (chart type and the data it plots).
4. Put detail that does not serve the storyline in an appendix list, so nothing is lost.
5. End with a slide on the decisions needed or next steps.
If the report's conclusions are unclear or contradict each other, flag that before the slides rather than picking one.
If file creation is enabled in this app, offer to produce the deck as a .pptx.
Why it works: Choosing the 3 to 5 findings that matter for this audience before building slides forces the shift from a report that covers everything to a deck that tells one story. Citing the report section for every figure makes each slide checkable, and moving the remaining detail to an appendix means nothing is lost.
Tip: Tell Claude who will be in the room and what they will push back on, so the slides answer those objections in advance.
3. Executive summary prompt for busy leaders
Claude or Claude Code
Use it when: Use when leaders need the essence of a long document; you get a one-page executive summary that leads with the conclusion and the decision required.
Prompt 03
<document>
[PASTE THE DOCUMENT OR UPLOAD THE FILE]
</document>
Write an executive summary of the document above for [AUDIENCE, E.G. THE LEADERSHIP TEAM]. They will spend about two minutes on it and need to [DECISION OR ACTION REQUIRED].
Structure:
1. Bottom line, 2 to 3 sentences: the conclusion and what is needed from them, stated first.
2. Why it matters: the impact in concrete terms (money, time, risk, customers), using figures from the document.
3. Key findings: 3 to 5 bullets, each a complete takeaway.
4. Options or recommendation, if the document contains them, with the cost and risk of each.
5. Risks and unknowns that could change the picture.
6. Decision or next step: who needs to do what, by when.
Keep it under 400 words, in plain language the audience would use themselves. Take every number from the document and add its section reference in brackets. Leave out background they already know. If the document does not support a clear recommendation, say so rather than inventing one.
Why it works: Leading with the bottom line and the decision required matches how leaders read: they decide in the first few sentences. A hard word limit and a fixed structure force prioritization, and requiring section references for every number lets readers check figures without reading the full document.
Tip: Ask for a 3-sentence version too, for the email that carries the summary; many readers will only see that.
4. Meeting notes to action items prompt
Claude or Claude Code
Use it when: Use after a meeting to turn messy notes or a transcript into clear decisions, owners, deadlines and a ready-to-send follow-up.
Prompt 04
<transcript>
[PASTE MEETING NOTES OR TRANSCRIPT]
</transcript>
Turn the meeting notes above into a clear record. Meeting: [NAME AND DATE]. Attendees: [NAMES AND ROLES, IF NOT IN THE NOTES].
Output:
1. Summary: 3 sentences on what the meeting covered and where it landed.
2. Decisions: each as one clear sentence, with who made or agreed it.
3. Action items: a table with Action | Owner | Deadline | Notes. Start each action with a verb, and make it specific enough that the owner knows what done looks like.
4. Open questions: issues raised but not resolved, and who should resolve each.
5. Follow-up message: a short email or chat message to attendees with the decisions and actions, ready to send.
Include only what the notes support. Where an owner or deadline was not stated, write "unassigned" or "not set" and list those items at the end for me to fill in. Where people seemed to disagree, record it as an open question rather than a decision.
If file creation is enabled in this app, also give me the action items as an .xlsx tracker.
Why it works: Separating decisions, actions and open questions turns a messy transcript into something people can act on. Marking owners and deadlines as unassigned instead of guessing prevents false accountability, and recording disagreements as open questions avoids a summary that claims agreement the meeting never reached.
Tip: Trim the small talk from the start of a transcript first; it keeps the summary focused on substance.
5. Report or proposal draft from bullet points
Claude or Claude Code
Use it when: Use when you have the content as rough bullets and need a polished report or proposal; Claude structures it, writes it, and marks exactly what is missing.
Prompt 05
Turn my bullet points into a professional [REPORT / PROPOSAL].
Audience: [WHO WILL READ IT AND WHAT THEY CARE ABOUT]
Purpose: [E.G. WIN THE CONTRACT, GET BUDGET APPROVED, REPORT QUARTERLY RESULTS]
Length: [PAGES OR WORDS]
Tone: [E.G. FORMAL, CONFIDENT, PLAIN]
Required sections or template: [PASTE, OR "SUGGEST ONE"]
<bullets>
[PASTE YOUR BULLET POINTS, DATA AND NOTES]
</bullets>
1. Choose a section structure that suits the purpose (for a proposal, for example: summary, the client's problem, approach, deliverables and timeline, pricing, why us, next steps) and show it as a short list at the top.
2. Write the document in full prose, with headings, short paragraphs, and tables where they make numbers or comparisons easier to scan.
3. Open with an executive summary that states the main conclusion or offer.
4. Use only facts and figures from my bullets. Wherever the document needs something I have not given (a date, price, name or piece of evidence), insert [TO CONFIRM: what is needed].
5. After the document, list every [TO CONFIRM] item and the weak spots a skeptical reader would question.
If file creation is enabled in this app, also deliver it as a formatted .docx file.
Why it works: Choosing a structure suited to the purpose before writing makes the document persuasive rather than a list of points in prose. The [TO CONFIRM] markers keep Claude from inventing dates, prices or evidence, and the closing list of weak spots tells you what a skeptical reader will question before they do.
Tip: Paste a past report your organization liked in <example> tags so Claude follows its structure and house style.
Getting more out of every prompt
Plan before you produce
A deck or report is only as good as its storyline. Ask for the core message and outline first and fix that before asking for full content or files. Changing an outline is quick; rebuilding finished slides is not.
Ask Claude to create the file
In Claude apps with file creation turned on, Claude can produce real PowerPoint, Word and Excel files you can download and edit. Give it a template or past document as a reference if you need a house style.
Write titles as takeaways
Slide and section titles that state the conclusion, rather than a topic label, let busy readers get the message by skimming. Ask Claude for action titles and check that reading them in order tells the whole story.
Frequently asked questions
Can Claude make a PowerPoint presentation?
Claude can plan a presentation slide by slide with titles, content, visual ideas and speaker notes. In Claude apps where file creation is enabled, it can also generate an actual .pptx file you can download and edit in PowerPoint or a compatible tool.
Can Claude create Word and Excel files?
Yes, where file creation is enabled in the Claude app you are using. It can produce .docx documents and .xlsx spreadsheets, such as a formatted proposal or an action-item tracker. Review the content and formatting before sharing.
How do I get Claude to summarize meeting notes?
Paste the notes or transcript and ask for a summary, decisions, an action table with owners and deadlines, and open questions. Tell Claude to mark missing owners or dates as unassigned rather than guessing. You can then ask for a follow-up email to attendees.
How do I write an executive summary with Claude?
Give Claude the full document, say who will read the summary and what they need to decide, and set a word limit. Ask it to lead with the bottom line and to take every figure from the document. Check the numbers against the source before sending.