Product mockups

All nine HTML/CSS recreations of the product screenshots. Built against the actual Steerco webapp source — color tokens from index.css, layout and copy from real components. All scale via cqi units against a 16:9 frame.

9 mockups 16:9 frame · standardized Shared AppShell + Slide

Template picker

Get started — pick a template + theme. Real <Slide> components inside thumbnails.

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Steerco

Get started

Pick a template to generate from a pre-built outline

Atlas Vol. IV · No. 01

Prepared for Rockwell Automation

Quarterly BusinessReview

March 2026
10 slides
QBR
Atlas Vol. I · No. 04

Prepared for Atlas Logistics

Annual BoardReview

March 2026
6 slides
Board Deck
Atlas Vol. II · No. 03

Prepared for Hartwell Bancorp

RenewalProposal

March 2026
6 slides
Renewal
Atlas Vol. III · No. 02

Prepared for Meridian Health

Q1 OperatingReview

March 2026
4 slides
Board Deck 2

Workflows list

Scheduled workflows + Client-facing / Internal template catalog.

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Steerco

Workflows Beta

Automated processes that run on a schedule or on demand.

Strategic Accounts · QBR Auto-Prep

Every quarter, first Monday at 7:00 AM PT · 12 accounts

Enabled
Ran 3 days ago GB

Q2 Renewal Pipeline

Weekly on Monday at 6:00 AM PT · 8 accounts

Enabled
Ran 4 hours ago GB

Weekly Health Triage · All Accounts

Every Monday at 8:00 AM PT · 47 accounts

Enabled
Ran 4 hours ago GB

Client-facing

Generate and deliver presentations to your clients.

QBR Auto-Prep

Stop spending hours building QBR presentations by hand. Every account gets a branded, data-driven review — your team just reviews and sends.

QuarterlyPer accountPresentation + Email

Renewal Prep

Never scramble before a renewal again. An ROI presentation builds itself from your data, routes for approval, and lands in the client's inbox on time.

ScheduledPer accountROI presentation + Approval

Internal

Monitor accounts and keep your team informed.

Weekly Account Digest

Your team can't watch 50 accounts at once. This does. Every Monday, get a brief on which accounts need attention and why — before problems become surprises.

WeeklyPer accountInternal email

Living Account Briefs

Every account gets a presentation that never goes stale. Each week, AI reviews what changed and surgically updates the deck. When a meeting comes up, it's already done.

WeeklyPer accountSelf-updating presentation

Weekly Portfolio Brief

A living presentation that learns your portfolio. Every week it gets smarter — tracking which accounts improved, which got worse, and which patterns your team should see.

WeeklyAll accountsExecutive presentation + Email

Workflow builder

Two-pane builder — step chain on the left, agent config on the right.

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AGENT
Personalization Agent
Identifies visitor segment from HubSpot archetype, UTM, or browsing pattern. Serves role-specific product recommendations, project imagery, and content. Learns weekly from conversion data.
78 / 142 records
OT Manager
35
Plant CIO
28
Procurement
15
Triggered Mon, Mar 22 · 9:00 AM · ~38s / batch
Mon, Mar 15 138 records · 3 segments
Mon, Mar 8 142 records · 3 segments
Mon, Mar 1 134 records · 4 segments

Integrations

Connect integration modal — CRM and Analytics catalogs.

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Editor — strategy

Presentation editor canvas with Mitigation panel + Presentation Cowboy assistant.

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Steerco
100%
Atlas 04 ／ 09

Phase 3 · Implementation update

47
Sites operational +12 days ahead of plan

Phase 4 scoping kicked off after the Mar 18 executive sync with Marcus Chen. SCADA driver compatibility remains the critical-path blocker.

Signed Mar 22, 2026
4 / 9 Saved 9:48 AM
Slide 4 of 9

Editor — customer

Same canvas, Rockwell Automation account detail drawer.

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Steerco
100%
Atlas 04 ／ 09

Phase 3 · Implementation update

47
Sites operational +12 days ahead of plan

Phase 4 scoping kicked off after the Mar 18 executive sync with Marcus Chen. SCADA driver compatibility remains the critical-path blocker.

March 2026
4 / 9 Saved 9:48 AM
Slide 4 of 9
Cited on Slide 4

Phase 3 — Sites Live

47 of 165 operational Salesforce synced 2m ago
47
/ 165 sites
+18 this week · +12 days ahead of plan
30 days ago today
Cleveland — Plant 7
Live Mar 25
Salesforce
Milwaukee — Distribution Hub
Live Mar 24
Salesforce
Mayfield Heights — HQ
Live Mar 22
Salesforce
Twinsburg — Operations
Cutting over Mar 21
Salesforce
Mequon — Plant 12
Live Mar 20
Salesforce
Akron — Logistics Center
Live Mar 19
Salesforce
Strongsville — R&D Annex
Cutting over Mar 18
Salesforce
Twin Falls — Plant 9
Live Mar 18
Salesforce
Salesforce Salesforce · auto-syncs every 2 minutes
Cited on Slide 4

Phase 3 — Sites Live

47 of 165 operational Salesforce synced 2m ago
47
/ 165 sites
+18 this week · +12 days ahead of plan
30 days ago today
Cleveland — Plant 7
Live Mar 25
Salesforce
Milwaukee — Distribution Hub
Live Mar 24
Salesforce
Mayfield Heights — HQ
Live Mar 22
Salesforce
Twinsburg — Operations
Cutting over Mar 21
Salesforce
Mequon — Plant 12
Live Mar 20
Salesforce
Akron — Logistics Center
Live Mar 19
Salesforce
Strongsville — R&D Annex
Cutting over Mar 18
Salesforce
Twin Falls — Plant 9
Live Mar 18
Salesforce
Salesforce Salesforce · auto-syncs every 2 minutes

Editor — health

Same canvas, customer health score + NPS sparklines.

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Steerco
100%
Atlas 04 ／ 09

Phase 3 · Implementation update

47
Sites operational +12 days ahead of plan

Phase 4 scoping started after Mar 18 executive sync with Marcus Chen. SCADA driver compatibility remains the critical-path blocker at Rockwell Automation.

March 2026
4 / 9 Saved 9:48 AM
Slide 4 of 9
Cited on Slide 4
Rockwell Automation · Executive Sync

Rockwell CFO Sync — Q1 Implementation Risks

Mar 18, 2026 · 11:00 AM PT 38 min 4 participants
Recorded call Gong Gong Salesforce Logged on Rockwell Automation
Gong takeaway

CFO Marcus Chen flagged a Phase 3 budget overrun as a board-level escalation. Atlas committed to a dedicated Solutions Engineer for SCADA remediation and a monthly executive sync with engineering leadership.

Transcript · jumped to 08:14

Marcus Chen CFO, Rockwell Automation 00:08:14

The Phase 3 budget overrun is now a board-level question. We can't sign off on the next milestone until we see a recovery plan.

Daniela Park CSM, Atlas 00:08:42

Understood. We're assigning a dedicated Solutions Engineer to your SCADA team this week — they'll lead OT remediation and report to your VP of Operations.

Source for slide text
Gong Transcribed by Gong · indexed 18 days ago
Cited on Slide 4
Rockwell Automation · Executive Sync

Rockwell CFO Sync — Q1 Implementation Risks

Mar 18, 2026 · 11:00 AM PT 38 min 4 participants
Recorded call Gong Gong Salesforce Logged on Rockwell Automation
Gong takeaway

CFO Marcus Chen flagged a Phase 3 budget overrun as a board-level escalation. Atlas committed to a dedicated Solutions Engineer for SCADA remediation and a monthly executive sync with engineering leadership.

Transcript · jumped to 08:14

Marcus Chen CFO, Rockwell Automation 00:08:14

The Phase 3 budget overrun is now a board-level question. We can't sign off on the next milestone until we see a recovery plan.

Daniela Park CSM, Atlas 00:08:42

Understood. We're assigning a dedicated Solutions Engineer to your SCADA team this week — they'll lead OT remediation and report to your VP of Operations.

Source for slide text
Gong Transcribed by Gong · indexed 18 days ago

Template editor

Single-slide editor with element-specific prompt panel.

Open standalone →
Steerco QBR
100%
Atlas 04 ／ 09

Phase 3 · Implementation update

47
Sites operational +12 days ahead of plan

Phase 4 scoping kicked off after the Mar 18 executive sync with Marcus Chen. SCADA driver compatibility remains the critical-path blocker.

March 2026
Mixed
Mixed {{phase3.sitesLive}}
AI · phase3.narrative
Slide 4 of 9

Presentation Cowboy

Standalone AI assistant panel — empty state with suggestion chips.

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Presentation Cowboy

Presentation Cowboy

I can help you refine your strategy, develop presentation notes, and improve your presentation.

How can I help with your presentation?