Best Practices

The best accountmade workflows are usually simple. Start with a clear story, give the workspace the right context, and use the editor to tighten the last mile before the deck goes out.

Start with the right input

  • Use prompt-only generation when speed matters more than strict sourcing.
  • Use source-backed generation when the deck needs to be reviewed carefully or includes important claims.
  • Use a blank deck when the structure is already decided and you mostly need the workspace tools around authoring.

Treat the brand kit as a shared system

  • Lock the tokens that should stay stable across the workspace.
  • Refresh the brand kit when the company presentation style changes.
  • Revisit typography and color roles before large content pushes rather than after.

Save reusable slides as blocks

  • Save slides or sections that come up repeatedly.
  • Prefer blocks for repeatable structure, not just one-time convenience.
  • Keep the library of blocks small enough that the best patterns stay easy to find.

Review citations before you send

  • Check unresolved grounding warnings near the end of the editing process.
  • Add source material before final export if the draft still depends too heavily on prompt-only content.
  • Keep important claims easy to trace for the next person who opens the deck.

Build habits that scale with the team

  • Use clear deck names so people can find work without guessing.
  • Keep source inputs current instead of treating them as one-time uploads.
  • Review membership and ownership intentionally as the workspace grows.
  • Export only after the deck reads like a finished presentation, not just a strong draft.
Best Practices — accountmade Docs · accountmade