deck-refresh

Deck Refresh

Update numbers across the deck. The deck is the source of truth for formatting; you're only changing values.

Environment check

• Add-in — deck is open live; edit text runs, table cells, chart data directly.
• Chat — uploaded file; regenerate affected slides with new values, write back.

Either way: smallest possible change, existing formatting stays intact. Four phases; phase 3 is an approval gate.

Phase 1 — Get the data

Use ask_user_question:

• Pasted mapping — "revenue $485M -> $512M, EBITDA $120M -> $135M."
• Uploaded Excel — old/new columns. Read it, confirm which column is which.
• Just the new values — "Q4 revenue was $512M, margins were 22%." Confirm the mapping before touching anything.

Also ask about derived numbers: if revenue moves, does the user want growth rates and share percentages recalculated? Most decks have "+15% YoY" baked in somewhere that's now stale.

Phase 2 — Read everything, find everything

Read every slide. For each old value, find every instance — including the disguised ones:

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", axis labels

Where numbers hide:

• Text boxes
• Table cells
• Chart data labels and axis labels
• Chart source data (the numbers driving the bars)
• Footnotes, source lines, small print
• Speaker notes (if user cares)

Build a list: for each old value, every location, exact text, what it becomes.

Phase 3 — Present the plan, get approval

Destructive operation. Show the full change list first:

$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"

The flagged section catches second-order effects. Don't silently fix, don't silently leave. Use ask_user_question for approval: proceed, skip flagged, or revise mapping.

Phase 4 — Execute, preserve, report

For each change, make the smallest edit that accomplishes it.

• Text in a shape — change the value, leave font/size/color/bold state exactly.
• Table cell — change the cell, leave the table alone.
• Chart data — update the underlying series values so bars/lines actually move.

Don't reformat anything you didn't need to touch.

After edits, report:

Updated 11 values across 8 slides.

Changed:
  [the list from Phase 3, past-tense]

Still flagged — did NOT change:
  Slide 3 — "+15% YoY"
  Slide 7 — "12% market share"

Run visual verification on every edited slide — a longer number may overflow.

What you're not doing

• Not rebuilding slides — if narrative no longer makes sense with new numbers, flag it, don't rewrite.
• Not recalculating unless asked — derived numbers are the user's call.
• Not touching formatting — values change; style stays.