deck-refresh

Anthropic ｜ 金融與投資 ｜ 原文 ｜ Apache-2.0

用新數字更新簡報，揪出所有變體並先給你核准再改

---
name: deck-refresh
description: 用新數字更新簡報，包括季度更新、財報更新、可比公司（comp）滾動更新、重新基準化的市場資料。只要使用者要求「update the deck with Q4 numbers」、「refresh the comps」、「roll this forward」、「swap in the new earnings」、「change all the $485M to $512M」，或任何在既有簡報中替換數字、又不重做整份簡報的請求，就使用。
---

# 簡報更新

更新整份簡報中的數字。格式以簡報為準，你只改數值。

## 環境檢查

這個 skill 在 PowerPoint add-in 和聊天（chat）裡都能用。開始前先確認你在哪一個，編輯機制不同，目的一樣：

- **Add-in**：簡報是即時開啟的，直接編輯文字 run、表格儲存格和圖表資料。
- **Chat**：簡報是上傳的檔案，用新數值重新產生受影響的投影片來編輯，再把結果寫回去。

不管哪種，都是改動越小越好，既有格式維持原樣。

這是四階段的流程，第三階段是核准關卡。使用者沒看過計畫之前不准動手改。

## 階段 1：取得資料

用 `ask_user_question` 問清楚新數字怎麼提供：

- **貼上對照表**：使用者輸入或貼上「revenue $485M → $512M, EBITDA $120M → $135M」。最清楚的情況。
- **上傳 Excel**：有新舊欄位，或是使用者想取值的新輸出工作表。讀進來，先確認哪一欄是哪一欄再採信。
- **只給新數值**：「Q4 revenue was $512M, margins were 22%.」要你自己判斷每個數值取代什麼。可行，但動手前要先確認對照關係，你把「$512M」對到營收、但使用者其實指的是毛利，就會是悄悄爆掉的災難。

也要問**衍生數字**：如果營收變了，使用者要不要重算成長率和占比百分比，還是維持不動？多數簡報裡都有寫死的「+15% YoY」，現在已經過期了。要不要動這些，是使用者該做的判斷，不是你。

## 階段 2：全部讀過，全部找出來

讀過每一張投影片。對每個舊值，找出每一個出現的地方，包括看起來不一樣的：

| 變體 | 範例 |
|---|---|
| 單位量級 | `$485M`、`$0.485B`、`$485,000,000` |
| 精確度 | `$485M`、`$485.0M`、`~$485M` |
| 單位寫法 | `$485M`、`$485MM`、`$485 million`、`485M` |
| 嵌在文字裡 | 「revenue grew to $485M」、「a $485M business」、座標軸標籤 |

一份簡報在第 3 張寫 `$485M`、第 8 張圖表座標軸寫 `485`、第 15 張註腳寫 `$485.0 million`，這是同一個數字的三個出現處。Find-replace 會漏掉兩個，你不能漏。

**數字藏在哪裡：**
- 文字方塊（顯而易見）
- 表格儲存格
- 圖表資料標籤和座標軸標籤
- 圖表來源資料：驅動長條的數字，不只是上面的標籤
- 註腳、資料來源列、小字
- 講者備忘稿，如果使用者在意的話

建立一份清單：每個舊值的每個位置、它出現時的確切文字、以及它會變成什麼。這份清單就是計畫。

## 階段 3：呈現計畫，取得核准

**這是對別人花了時間做的簡報進行破壞性操作。** 動任何一處之前，先把完整的變更清單給使用者看。格式要好掃讀：

```
$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?)
```

標記區塊很重要。你不只是在執行 find-replace，你是在抓使用者半夜 11 點會漏掉的二階效應。如果對照表寫 `$485M → $512M`，而第 3 張旁邊剛好有 `+15% YoY`，那個成長率現在大概是錯的。標出來，不要默默修掉，也不要默默放著不管。

用 `ask_user_question` 取得核准：照呈現的內容執行、執行但跳過被標記的項目、或先讓他們修改對照表。

## 階段 4：執行、保留、回報

每一處變更都做出能達成目的的最小編輯。怎麼做取決於你的環境：

- **Add-in**：直接在即時簡報中編輯特定的 run、儲存格或圖表數列。
- **Chat**：重新產生受影響的投影片，把新值放進去，其他每個元素維持原樣，再寫回檔案。

不管哪種，標準都一樣：

- **圖形中的文字**：改數值，字體／大小／顏色／粗體狀態完全維持原樣。如果句子裡的 `$485M` 是 14pt 深藍粗體，那 `$512M` 在同一句裡也是 14pt 深藍粗體。
- **表格儲存格**：改儲存格，不動表格。
- **圖表資料**：更新底層數列的數值，讓長條／線真的動起來。只改標籤不改資料，會讓圖表說謊。

沒必要碰的東西不要重新排版。簡報既有的風格就是正確的，你是外科醫生，不是裝修師傅。

最後一次編輯後，回報實際發生的事：

```
Updated 11 values across 8 slides.

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

Still flagged — did NOT change:
  Slide 3 — "+15% YoY" (derived; confirm separately)
  Slide 7 — "12% market share"
```

對每張編輯過的投影片跑標準的視覺驗證檢查。變長的數字（`$485M` → `$1,205M`）現在可能會溢出文字方塊，或撐開表格欄寬。要比使用者先發現。

## 你不做的事

- **不重做投影片**：如果換了新數字之後某張投影片的敘事不通了（寫「margins compressed」但利潤率其實上升），標出來，不要改寫。
- **沒被要求就不重算**：衍生數字由使用者決定。你在階段 1 的提問就涵蓋這件事。
- **不碰格式**：如果簡報用 `$MM`，而使用者的對照表寫 `$M`，跟著簡報走，不要跟對照表。數值會變，風格不變。

---
name: deck-refresh
description: 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.
---

# Deck Refresh

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

## Environment check

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:

- **Add-in** — the deck is open live; edit text runs, table cells, and chart data directly.
- **Chat** — the deck is an uploaded file; edit it by regenerating the affected slides with the new values and writing the result back.

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.

## Phase 1 — Get the data

Use `ask_user_question` to find out how the new numbers are arriving:

- **Pasted mapping** — user types or pastes "revenue $485M → $512M, EBITDA $120M → $135M." The clearest case.
- **Uploaded Excel** — old/new columns, or a fresh output sheet the user wants pulled from. Read it, confirm which column is which before you trust it.
- **Just the new values** — "Q4 revenue was $512M, margins were 22%." You figure out what each one replaces. Workable, but confirm the mapping before you touch anything — a "$512M" that you map to revenue but the user meant for gross profit is a quiet disaster.

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.

## Phase 2 — Read everything, find everything

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:**
- Text boxes (obvious)
- Table cells
- Chart data labels and axis labels
- Chart source data — the numbers driving the bars, not just the labels on them
- Footnotes, source lines, small print
- Speaker notes, if the user cares about those

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.

## Phase 3 — Present the plan, get approval

**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.

## Phase 4 — Execute, preserve, report

For each change, make the smallest edit that accomplishes it. How that happens depends on your environment:

- **Add-in** — edit the specific run, cell, or chart series directly in the live deck.
- **Chat** — regenerate the affected slide with the new value in place, preserving every other element exactly as it was, and write it back to the file.

Either way, the standard is the same:

- **Text in a shape** — change the value, leave font/size/color/bold state exactly as they were. If `$485M` is 14pt navy bold inside a sentence, `$512M` is 14pt navy bold inside the same sentence.
- **Table cell** — change the cell, leave the table alone.
- **Chart data** — update the underlying series values so the bars/lines actually move. Editing just the label without the data leaves a chart that lies.

Don't reformat anything you didn't need to touch. The deck's existing style is correct by definition; you're a surgeon, not a renovator.

After the last edit, report what actually happened:

```
Updated 11 values across 8 slides.

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

Still flagged — did NOT change:
  Slide 3 — "+15% YoY" (derived; confirm separately)
  Slide 7 — "12% market share"
```

Run standard visual verification checks on every edited slide. A number that got longer (`$485M` → `$1,205M`) might now overflow its text box or push a table column width. Catch it before the user does.

## What you're not doing

- **Not rebuilding slides** — if a slide's narrative no longer makes sense with the new numbers ("margins compressed" but margins went up), flag it, don't rewrite it.
- **Not recalculating unless asked** — derived numbers are the user's call. Your Phase 1 question covers this.
- **Not touching formatting** — if the deck uses `$MM` and the user's mapping says `$M`, match the deck, not the mapping. Values change; style stays.