Defensible AI Workflows

Enterprise Ready AI Presentations

Presentations — and the workflows around them — that are brand-compliant, admin-controllable, and secure.

What is Enterprise AI?
100%
Consistency
On-brand decks. Every team, every time.
Every
Control
Edit signed. Send logged. RBAC + SSO.
SOC 2
Confidence
Type II audited. Never trains on your data.
Q2_Renewal_Review.pptx
✓ 24 slides Rendering
Steerco presentation editor with the Risk Mitigation & Resource Strategy slide and the Presentation Cowboy assistant
Customer_360.pptx
5 sources linked Pulling
Steerco editor showing a customer profile panel with compliance frameworks and contract data
Account_Health.pptx
06:00 AM refresh Live
Steerco editor with a customer health score and NPS time-series for an enterprise account
Your 9 AM board meeting starts in 3 hours. You're already ready.

Trusted by enterprise teams at

Branch 49
Liquified Solutions
Deepvest AI
Model N
Chakra Consulting
Swiftly
Creative Mines
Branch 49
Liquified Solutions
Deepvest AI
Model N
Chakra Consulting
Swiftly
Creative Mines
Branch 49
Liquified Solutions
Deepvest AI
Model N
Chakra Consulting
Swiftly
Creative Mines
The Three C's of Enterprise AI

Consistency. Control. Confidence.

01 / Consistency

Brand-compliant by default.

Team Guidance enforces your templates, language, and visual standards across every rep, every deck, every customer touchpoint — your best rep's approach becomes every rep's approach.

02 / Control

Admin-controllable end to end.

Brand governance, role-based access, and SSO/SAML give IT and security the visibility they need. You decide who sees what, what gets published, and how data flows.

03 / Confidence

Secure to the board level.

SOC 2 Type II. Encrypted in transit and at rest. Your customer data never trains AI models — a board-ready security posture, not a bolt-on.

The problem

Your team is already using consumer AI. That’s the problem.

Consumer AI is built for one user, in one tab, in one moment. It produces drafts. The enterprise doesn’t ship drafts — it ships decks to customers, boards, and regulators who can challenge every claim.

A person working alone at a laptop at night, with a phone in hand and a city visible through the window
Inconsistent

Same prompt, six different decks.

No template enforcement, no brand discipline. Whoever opens a chat next defines what your company looks like on the page.

Untraceable

No source. No signature.

When a customer asks where a number came from, “the AI built it” isn’t an answer. There is no audit trail, edit log, or sign-off.

Ungoverned

IT can’t see it. So it can’t stop it.

No admin oversight on what’s being generated, who’s using it, or what’s leaving the building. Shadow AI is already in your customer pipeline.

What makes Steerco different

Built for the enterprise, not the inbox.

Locked
01 / Brand Compliance

Brand Compliance Every Time.

So you know how your company is being represented — no matter who is creating the deck.

Pull renewal risk from CRM
02 / Element-Specific Prompts

Element-Specific Prompts.

Lock what should stay consistent. Let AI populate only what you want, how you want.

$4.2M ARR ↑
Source: Salesforce › Q2 Pipeline Report
Pulled: 06:00 AM today
03 / Data Audit Trail

Data Audit Trail.

So every number is traced back to its exact source — and is defensible the moment someone asks.

The Steerco Workflow

Built in Steerco, end to end.

Watch a workflow assemble itself — from the first connected source to the moment a defensible deck lands in your customer's inbox.

01 / Connect

Wire up your stack.

Salesforce, HubSpot, Snowflake, Gong — over 600 enterprise integrations, or anything public on the web. Every claim a workflow ships traces back to its source.

02 / Template

Pick a brand-locked template.

QBR, board deck, renewal — pre-built and on-brand from slide one. Themes lock fonts, logos, and color so every team ships the same standard.

03 / Configure

Chain the agents.

Set the trigger. Wire the agents in sequence — Personalization, Intent, Specification, Sale Enablement. The workflow runs the moment a signal hits.

04 / Generate

Steerco builds the deck.

Every number sourced. Every claim linked. Every edit attributed. Reviewed, approved, and on the record before it ships.

05 / Refine

Element-specific prompts.

Lock what should stay consistent. Let AI rewrite only what you want, exactly how you want it. Humans stay in control of the narrative.

Steerco integrations panel showing 600+ enterprise data sources Steerco template picker with QBR, Board Deck, and Renewal templates Steerco workflow builder with chained agents Steerco presentation editor with a generated strategy slide Steerco slide template editor showing element-specific prompts on the right panel
Use Cases

Defensible client communications. Every format.

Board Presentations
Defensible board decks for public companies and PE-backed boards.
✓ Every number traced to its source system
✓ Every subcommittee report signed by its reviewer
✓ SOX-ready audit trail on every send
✓ Quarterly, on the record
Q2 Board Book
✓ Auto-generated
1
2
3
4
5
+181
Executive Summary
Steerco
$42M
ARR
118%
NRR
247
Customers
Finance
Sales & GTM
Engineering
Customer Success
+ 6 more subcommittees · 186 slides total
100% on-brand Built in 4m 12s
QBRs & EBRs
Defensible QBRs — ready for the moment a customer asks.
✓ Every claim linked to CRM and CS platform data
✓ Expansion signals traced to usage records
✓ Risk narrative signed by reviewer before send
✓ Delivery logged with per-slide engagement
Acme Corp — Q3 EBR
⚠ At Risk
1
2
3
4
+8
Scout · Risk detected
Adoption ↓18% · Champion changed roles · Renewal Apr 30
Value Delivered This Quarter
62%
Adoption
$62K
Expansion
Adoption Gaps
Escalation Path
Renewal Plan
12 slides · Risk-first Built in 2m 44s
Monthly Ops Reviews
Cross-functional reports with every number traced to its source.
✓ Snowflake, JIRA, Salesforce — every number sourced
✓ Per-department sign-off before delivery
✓ Consistent narrative, defensible every month
✓ Full lineage from data pull to final send
November Ops Review
✓ 3 depts unified
1
2
3
+40
Department Status
Engineering
14 slidesOn track
Finance
11 slidesFlagged
GTM
18 slidesOn track
Narrative locked
100%
43 slides total Built in 6m 08s
Sales Decks
Pipeline reviews where every forecast is traced to the CRM.
✓ Every deal number linked to Salesforce / HubSpot
✓ Forecast claims sourced at the moment of pull
✓ Territory views approved before distribution
✓ Send log tracks who received which version
Q3 Pipeline Review
CRM Live
1
2
3
+15
Pipeline Overview
$8.2M
Pipeline
67%
Forecast
24
Deals
Pipeline Overview
Top Deals Deep-Dive
Forecast Scenarios
18 slides · Live CRM Built in 1m 52s
Investor Updates
Investor communications where every KPI is defensible to its source.
✓ Same source of truth as the board deck — traced
✓ KPI deltas linked to the systems that produced them
✓ Narrative signed by reviewer before distribution
✓ Every investor send logged with delivery confirmation
Q2 Investor Update
✓ Board-aligned
1
2
3
4
+10
Business Overview
$42M ↑14%
ARR
118% ↑3pt
NRR
Business Overview
Financial Highlights
Product & Roadmap
Ask & Next Steps
14 slides · Board-aligned Built in 2m 10s
S&OP Cycle Decks
Defensible S&OP decks with every data point linked to ERP.
✓ SAP, Oracle, Kinaxis — every figure traced
✓ Demand vs. supply numbers sourced at pull
✓ Executive sign-off before distribution
✓ Full audit trail from data to delivery
April S&OP Review
✓ Cycle complete
1
2
3
4
5
+22
S&OP Executive Summary
97% ↑2pt
Forecast Acc.
92% ↑5pt
Fill Rate
34d ↓3d
DOS
Demand Plan
Supply Plan
Inventory & Gaps
Executive Decisions
27 slides · APICS cycle Built in 4m 52s
What Goes Into Every Deck

Four steps machines do better. One step only humans should.

01

Data Tracing

Steerco

Scouts pull live data from 600+ connected sources — and link every number to the system it came from. Full lineage from the first query.

02

Analysis & Synthesis

Steerco

Wranglers cross-reference, flag variances, and surface what matters — maintaining the lineage chain so every claim stays defensible.

03

Narrative Building

Steerco

Cowboys build the story your audience needs — with every number sourced, every claim linked, every edit attributed.

04

Brand & Approval

Steerco

Every slide on-brand, on-template, on-spec. Routed through your approval chain. Signed by the reviewer before it ships.

05

Your Review

Human

Review, approve, and send. The one step only humans should do. Everything else is traced and ready.

Beyond the Deck

The deck is just one step. Steerco runs the rest.

Steerco workflows trigger on the signals your team can't watch in real time, build the deliverable, route the approval, send it, and adapt the next one based on response. End to end. On the record.

Steerco workflow builder showing AI agents wired in sequence: Trigger, Personalization Agent, Intent Agent, Specification Agent, and Sale Enablement
  1. 01 / Trigger detected
  2. 02 / Deck built
  3. 03 / Routed for approval
  4. 04 / Sent
  5. 05 / Adapted

Workflows can pull from any of Steerco's 600+ integrations or any public source — and run on the triggers your team defines.

Explore Steerco workflows →
Trusted by GTM teams

Teams that tried consumer AI first — and came back.

Branch 49
Liquified Solutions
Deepvest AI
Model N
Chakra Consulting
Swiftly
Creative Mines
Branch 49
Liquified Solutions
Deepvest AI
Model N
Chakra Consulting
Swiftly
Creative Mines
Branch 49
Liquified Solutions
Deepvest AI
Model N
Chakra Consulting
Swiftly
Creative Mines
100%
on-brand. Every deck, every team, every time.
4m 12s
avg build time for a 186-slide board book.

By automating our Lead Enrichment, Lead Relevance, Content Creation, and Outreach, Steerco is helping us to double our pipeline.

“Steerco has completely changed how Branch49 interacts with our clients.”
John Darby
COO, Branch49
Two teammates collaborating at a laptop in an early-stage startup workspace
Why we built Steerco

Speed is the new moat. We refuse to trade it for trust.

The cadence most companies still run on — quarterly boards, weekly syncs, Sunday-night slide prep — was built for a world where information was scarce and speed was optional. Both are gone.

Consumer AI showed teams what speed feels like. But it can't be trusted at the moment a deck leaves the building, so most teams default back to manual prep — and the gap between what they decide and what they ship gets wider every quarter.

That gap is what Steerco closes — without forcing a choice between speed and trust. The teams that figure this out first get the next decade. The rest will be outrun. We built Steerco for the first kind.

ZH
Zach Hawley
Co-Founder & CEO, Steerco
The Numbers
What's the cost of one
indefensible
AI deck?
Not just the hours. The churn risk when a customer challenges a number. The audit risk when compliance asks for the source. The reputational risk when a board member asks who approved this.
Calculate My ROI
250-Person / $25M ARR Company — Risk-Adjusted Snapshot
Hours on indefensible deck prep 6,400 hrs
Cost at $75/hr blended $480K
Steerco Defensible tier $50K/yr
Net annual return $430K

See it on your data.

Bring one account. We'll connect your stack, generate a deck, and show you the lineage on every number — live, in 15 minutes.