Updates a presentation with new numbers — quarterly refreshes, earnings updates, comp rolls, rebased market data. Use whenever the user asks to "update the deck with Q4 numbers", "refresh the comps", "roll this forward", "swap in the new earnings", "change all the $485M to $512M", or any request to swap figures across an existing deck without rebuilding it.
Copy the install command and let the AI configure it · recommended for beginners
Please install the "deck-refresh" skill from askskill: 1. Download https://raw.githubusercontent.com/anthropics/financial-services/main/plugins/agent-plugins/pitch-agent/skills/deck-refresh/SKILL.md 2. Save it as ~/.claude/skills/deck-refresh/SKILL.md 3. Reload skills and tell me it's ready
Update numbers across the deck. The deck is the source of truth for formatting; you're only changing values.
This skill works in both the PowerPoint add-in and chat. Identify which you're in before starting — the edit mechanism differs, the intent doesn't:
Either way: smallest possible change, existing formatting stays intact.
This is a four-phase process and the third phase is an approval gate. Don't edit until the user has seen the plan.
Use ask_user_question to find out how the new numbers are arriving:
Also ask about derived numbers: if revenue moves, does the user want growth rates and share percentages recalculated, or left alone? Most decks have "+15% YoY" baked in somewhere that's now stale. Whether to touch those is a judgment call the user should make, not you.
Read every slide. For each old value, find every instance — including the ones that don't look the same:
| Variant | Example |
|---|---|
| Scale | $485M, $0.485B, $485,000,000 |
| Precision | $485M, $485.0M, ~$485M |
| Unit style | $485M, $485MM, $485 million, 485M |
| Embedded | "revenue grew to $485M", "a $485M business", axis labels |
A deck that says $485M on slide 3, 485 on slide 8's chart axis, and $485.0 million in a footnote on slide 15 has three instances of the same number. Find-replace misses two of them. You shouldn't.
Where numbers hide:
Build a list: for each old value, every location it appears, the exact text it appears as, and what it'll become. This list is the plan.
This is a destructive operation on a deck someone spent time on. Show the full change list before editing a single thing. Format it so it's scannable:
$485M → $512M (Revenue)
Slide 3 — Title box: "Revenue grew to $485M"
Slide 8 — Chart axis label: "485"
Slide 15 — Footnote: "$485.0 million in FY24 revenue"
$120M → $135M (Adj. EBITDA)
Slide 3 — Table cell
Slide 11 — Body text: "$120M of Adj. EBITDA"
FLAGGED — possibly derived, not in your mapping:
Slide 3 — "+15% YoY" (growth rate — stale if base year didn't change?)
Slide 7 — "12% market share" (was this computed from $485M / market size?)
The flagged section matters. You're not just executing a find-replace — you're catching the second-order effects the user would've missed at 11pm. If the mapping says $485M → $512M and slide 3 also has +15% YoY right next to it, that growth rate is probably wrong now. Flag it; don't silently fix it, don't silently leave it.
Use ask_user_question for the approval: proceed as shown, proceed but skip the flagged items, or let them revise the mapping first.
For each change, make the smallest edit that accomplishes it. How that happens depends on your environment:
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