Notes from Building
1. The proposal builder was already in the stack.
The Deck Agent was a quick build because we already invested in structuring our data.
Our proposals aren’t a loose arrangement of PDFs, they’re consistent markdown with a pretty full client context and metadata that’s easy for software to read. That wasn't a trivial investment of time, but it’s the foundation that makes workflows like this possible (and way less painful).
2. The agent is a draft, not a verdict (a human in the loop)
Like all good AI workflows, the agent creates a strong first draft the human makes the final call.
You can uncheck projects, reorder the deck, add or remove work, and save the result. The goal isn’t to replace judgment; it’s to eliminate the repetitive work of assembling a solid first pass. Human taste still wins on the final send.
3. Integration over replacement (again).
We didn’t build a new portfolio brain. We added a tab, a server action, and a new LLM API call that reads the Work API catalog and proposal store we already had. A bite sized additional lift.
4. The Bigger Picture
The Deck Agent isn't really about decks.
It’s about recognizing that your business already produces structured knowledge.
Every proposal contains information about the client, the industry, the goals, the deliverables, and the proof points that matter. Most companies create documents like this every day and then treat them as static files that get emailed away.
Here we’ve started asking a different question:
What else could this document do?
For us, the answer this time was “assemble a portfolio presentation.”
For someone else, it might generate a project kickoff, recommend a project team, populate a CRM, draft a discovery agenda, or flag implementation risks.
The pattern is the interesting part.
Once your business information lives in systems instead of scattered documents, you can start building small agents that connect one workflow to the next.
This one just happens to build presentations. What’s next?