Reports & Slides

Formula Bot can transform any chat conversation into a polished report or PowerPoint deck. Both are generated from your analysis, including charts, key stats, and insights — ready to share or present.

Getting Started

Run your analysis in a chat — ask questions, generate charts, explore your data
Click the Summarize button in the chat header (top-right)
Choose Report or Slides from the dropdown
Optionally add custom guidance — audience, tone, colors, what to focus on or skip
Formula Bot reviews your entire conversation and generates the output — a .docx for reports, a .pptx for slides

The more analysis and charts in your conversation, the richer the output. Run your full analysis before summarizing.

Reports

Reports distill your analysis into a structured, long-form document with inline charts, key findings, and actionable insights.

What's Included

Structured sections with clear headings
Key findings and insights from your analysis
Inline charts placed next to the text they support
Actual figures pulled directly from your data (nothing is fabricated)
Professional tone suitable for stakeholders and executives

Reports only include information from your conversation. They never invent data or add information that wasn't part of your analysis.

Exporting Reports

Copy as Markdown — Click the Copy button to paste into Notion, Confluence, Google Docs, email, etc.
Download as Word — Click the Download button to export as a .docx file with preserved formatting and embedded charts.

Sharing Reports

Open the report viewer
Click the Share button
A public link is copied to your clipboard

Recipients can view the full report without needing a Formula Bot account.

Slides

Slides turn your conversation into a polished PowerPoint deck — charts, speaker notes, and a fitting color palette included. AI picks the right layout for each piece of content and the right theme for your topic. You can steer the result with an optional custom-guidance prompt.

Slide Layouts

Formula Bot automatically selects the best layout for each piece of content:

Layout	Purpose
Title	Opening slide with your topic and audience
Executive Summary	Top-line takeaways at a glance
KPI Grid	A set of key numbers shown side-by-side
Chart with Commentary	A chart from your analysis paired with the story behind it
Comparison Cards	Side-by-side analysis (before/after, pros/cons, options)
Ranked Lists	Two ranked lists in a split layout (e.g., top movers up vs. down)
Dual-Metric Chart	Two related metrics charted together for context
Closing	Closing takeaways and next steps

AI-Chosen Theme

AI picks a polished color palette based on your topic — coffee data might get warm gold tones, a finance review might get corporate navy. The theme is baked into the PowerPoint file so it looks consistent everywhere it's opened.

To steer the palette, mention colors or branding in the custom guidance prompt (e.g., "use our brand colors — deep green and cream").

Add Your Own Guidance

Before generating, you can add optional guidance in the Add optional guidance field — audience, tone, colors, what to focus on or skip.

Example:

Focus on profitability, use dark navy theme, skip the regional breakdown, this is for our Q2 board meeting.

What works well:

Audience — "for our executive team", "for non-technical stakeholders"
Tone — "keep it punchy", "formal, data-forward"
Colors or branding — "use our brand colors — deep green and cream"
Sections to emphasize — "lead with the profitability story"
Sections to skip — "don't include the operational detail"
Occasion or context — "this is for a Q2 board meeting"

Guidance is always optional — leave it blank and AI will make sensible choices based on your conversation.

Exporting to PowerPoint

The deck is delivered as a .pptx file as soon as generation completes — open it in PowerPoint, Keynote, or Google Slides. It includes all slides, embedded charts, speaker notes, and formatting.

Chart images are embedded directly in the PowerPoint file, so recipients don't need Formula Bot access to view them.

Exporting to Google Slides

After generation completes, click Export to Google Slides
Sign in with your Google account if prompted
The deck opens in Google Slides, ready to edit or share

Reports vs. Slides

Both are generated from the same conversation but serve different purposes:

	Reports	Slides
Format	Long-form document	Visual presentation
Best for	Reading, sharing via email/docs	Presenting to a group
Charts	Inline with text	Full-slide display
Export	Word (.docx), Markdown	PowerPoint (.pptx), Google Slides
Tone	Detailed, narrative	Concise, visual

Generate both a report and a slide deck from the same conversation to cover all your reporting needs.

Version History

Formula Bot saves every report and slide deck you generate for a chat:

Click Summarize in the chat header
Choose Slides or Report
View previously generated versions with timestamps
Click any version to reload it, or generate a new one

You can regenerate as your analysis evolves without losing earlier versions.

Tips for Better Results

Be thorough in your analysis — the more ground you cover, the richer the output
Include charts — visualizations make both reports and slides more impactful
Ask follow-up questions — deeper analysis produces richer content
Use specific numbers — mentioning exact figures helps generate KPI slides and precise report sections
Ask summary questions — "what are the key takeaways?" gives clear conclusions to include