Platform Overview

AI-Powered Automated PowerPoint Reporting Platform

Octigen combines your PowerPoint templates with your data and AI assistants to create professional presentations automatically.
Content first, design later. Focus on your message while AI handles the mechanics.

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Why Octigen

Three approaches to AI presentations.
Only one built for enterprise.

The AI presentation market splits into web-native generators, built-in copilots, and PowerPoint-native platforms. The differences matter for organisations that depend on precise, branded output.

Web-Native AI Generators
Build in browser, export to .pptx
Built-in AI Copilots
AI layer inside PowerPoint
Octigen
PowerPoint-native automation platform
PowerPoint Fidelity
Exports from web format - flattened elements, broken layouts, missing fonts are common
Works inside PowerPoint but limited to text rewrites and basic slide creation
Reads & writes OOXML directly - slide masters, layouts, charts, tables preserved exactly
Brand & Template Control
Uses own design system - cannot ingest your corporate .pptx template as the design source
Basic brand kit support, but can't systematically enforce firm-wide standards - brand violations reported to triple at scale
Your .pptx template is the single source of truth - every font, color, and layout is inherited and enforced
Configurable AI Harness
Prompt → deck. No mechanism to define repeatable rules, tone, or structural constraints across your organisation
Black-box AI that can't be steered by your organisation's quality standards or use-case-specific instructions
Workflows encode your rules: slide structure, tone, data mappings, and AI instructions - all defined and reused by you
Data Integration
Manual copy-paste. Charts exported as static images - not editable in PowerPoint
Can reference files, but no direct data pipeline to charts, tables, or scheduled refreshes
Direct injection from Excel, APIs, databases into native, editable PowerPoint charts and tables
Deployment & Data Sovereignty
SaaS only - your data must leave your environment to generate slides
Cloud-based through M365 - depends on vendor infrastructure; limited to vendor's data residency options
Behind your firewall, on your cloud (AWS/Azure/GCP), or our SaaS with Swiss & European data residency
Recurring & Automated Reports
No automation. Re-describe requirements each time and hope the output matches last month
Designed for one-off assistance, not repeatable automated production of branded reports
Workflow blueprints with scheduled data refresh - update data, run, get the same quality report every time

Competitor observations based on publicly available information, independent reviews, and industry reports as of May 2026.

The Octigen Model

We separate visual design (templates), content structure (workflows), and presentation content (slide decks). This separation enables reusable templates, consistent branding, and creative freedom when needed.

Templates

Visual design & layout

Workflows

Structure & approach

Slide Decks

Unique content

Smart Templates

Your PowerPoint,
supercharged

Templates are your design files that serve as the foundation for all generated presentations. Upload any PowerPoint and Octigen makes it "smart."

Slides are categorized by purpose (title, data, content). Shapes are named and classified. The AI knows what to update and what to preserve.

Template Assistant

AI helps you categorize slides, name placeholders, and validate brand compliance automatically.

corporate_template.pptx
Title Slides
Q4 Report
Asset Management
Data Slides
Market Overview
Content Slides
Key Highlights
Summary text here
Source: Data 2024
24 slides analyzed Ready
Quarterly Business Review Active
Deck Structure
1 Title Slide once
2 Executive Summary once
3 Performance Charts 1-3
4 Key Metrics Table 1-2
5 Outlook & Actions once
Tone & Style
Professional Data-driven Concise
Reusable Workflows

Define once,
use forever

Workflows are pre-configured blueprints that guide AI in creating specific types of presentations. They define the overall tone, slide categories to use, and specific instructions for each section.

Perfect for quarterly reviews, product launches, investment pitches, or any recurring deliverable.

Define deck structure and slide order
Set tone, style, and AI instructions
Pre-configure data connections
Seamless Data Integration

Connect any
data source

Bring your own data. Octigen connects to Excel files, CSV, databases, APIs, and SFTP feeds. Data flows directly into charts, tables, and text placeholders.

Define Data Collections to organize and transform your data. Configure how data maps to specific slides for deterministic, repeatable results.

Direct injection into native PowerPoint shapes
Charts, tables, and text boxes supported
Schedule automated data refreshes
📊
portfolio_data.xlsx Excel File
🔗
Bloomberg API REST API
🗄️
Fund Database PostgreSQL
Transform
📁 Q4 Performance Data
fund_namestring
nav_valuenumber
ytd_returnpercent
holdings[]array

Your data, your rules

Data Sovereignty

All data stored at rest on independent European and Swiss data centers.

Full Control

Keep full control over your data: our enterprise deployment options allow you to operate Octigen fully within your own infrastructure.

Let's talk
AI as Collaborator

Specialized AI assistants
for every step

Think of AI as a junior colleague: you provide strategy, key messages, and priorities. AI provides structure, phrasing, and formatting. You review and refine.

Template Assistant

Analyzes your PowerPoint templates, categorizes slides, names shapes, and validates brand compliance.

Slide categorization Shape naming Brand validation

Content Assistant

Helps create engaging presentation content from your research, data, and notes. Adapts to your brand voice.

Content generation Tone adaptation Research synthesis

Structure Bot

Organizes your content into a logical slide structure based on your workflow and presentation goals.

Content organisation Slide sequencing Flow optimization

Population Bot

Fills slides with appropriate content, fitting text to placeholders and data to charts automatically.

Content fitting Data mapping Smart truncation

Refinement Assistant

Makes adjustments to generated slides: shorten text, expand bullets, improve phrasing, or swap data points.

Text editing Improvements Final polish

You

Review, approve, and refine. You provide strategy, key messages, and priorities. The final decision is always yours.

Strategy Review Approval
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The Creation Process

Five phases to
a perfect deck

The creation process flows through distinct phases, each with its own AI assistance. You stay in control at every step.

1

Build

Create your content: text, data, research. Import from URLs, PDFs, or write directly.

URL import PDF upload Data connect
2

Structure

AI organizes content into a logical slide sequence based on your workflow blueprint.

Auto-organize Slide mapping Flow logic
3

Populate

AI fills slide placeholders with content, fitting text and mapping data automatically.

Smart fitting Data injection Chart fill
4

Refine

Review each slide. Make adjustments, improvements, and final polish with AI help.

AI edits Manual tweaks Review
5

Generate

Download your final PowerPoint file. 100% native .pptx, fully editable.

Native PPTX Fully editable Brand perfect

Built for scale, designed for compliance

Whether you need API-driven automation or strict data sovereignty, Octigen adapts to your technical and regulatory requirements.

For Developers

JSON-to-PowerPoint API

Integrate presentation generation into your existing workflows. Build custom tools on top of Octigen's engine.

Direct JSON injection
Auto slide replication
Smart pagination
Dry-run validation
Enterprise Ready

Cloud-Agnostic Architecture

Deploy where your compliance requirements dictate. Your data never leaves your chosen environment in self-hosted scenarios.

AWS / Azure / GCP
On-premise support
Docker & Kubernetes
Private Cloud SaaS
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Ready to transform your presentations?

Whether you're automating fund reports or creating AI-powered pitch decks, we're here to help. Tell us your challenge and we'll show you what's possible.

⚡
15-Minute Demo See Octigen in action with your use case
🎯
Custom Pilot Test with your templates & data sources
📚
Full Documentation Explore our comprehensive docs
Octigen's team is trusted by
Asset Managers Fund Administrators Consulting Firms