How To Use ChatGPT to Create Presentations (powerpoint, google slides)

Key Concepts

• AI Automation for Financial Reports: Automating the creation of presentations from financial reports using AI and automation tools.
• Zapier: An automation platform used to connect different applications and create automated workflows (Zaps).
• RSS Feed: A web feed that allows users to subscribe to updates from a website, used here to monitor Nvidia's press releases.
• Chat GPT: An AI language model used to analyze text, extract information, and generate summaries.
• GPT-4 Turbo (GPT-03): A more advanced AI model that performs deeper analysis and contextualizes information better than GPT-4.
• GPT-4: A powerful AI model used for various tasks, including web search and data extraction.
• Web Search Preview: A feature in OpenAI's API that allows the AI to search the web for real-time information.
• Google Slides API: Used to create and modify presentations programmatically.
• Variable-Based Templates: Using placeholders in Google Slides that can be dynamically filled with data from the automation.
• Path (If/Else Logic): A conditional statement used to execute different actions based on whether a press release is a financial report or not.
• Filter: A Zapier feature used to continue a workflow only if a specific condition is met.
• Formatter by Zapier: A tool used to manipulate and format text data.
• Split Text: A formatter function used to split a text string into multiple parts based on a separator.
• Web Parser: A Zapier tool used to extract data from web pages.
• API Request: A direct call to an AI model's API to perform specific tasks.
• Memory Key: A unique identifier used to maintain context in a conversation with Chat GPT.
• Temperature: A parameter that controls the randomness of the AI's output.
• Layering Effect: Combining multiple AI prompts to refine and extract specific information.

Automation of Financial Report Presentations with AI

1. Introduction

The video demonstrates how to automate the creation of financial report presentations using AI and automation tools. The goal is to replicate the manual analysis and presentation creation process performed by financial analysts, but automatically.

2. Tools and Technologies

• Zapier: Used as the central automation platform to connect different services.
• Chat GPT (GPT-4 Turbo & GPT-4): Used for analyzing financial reports, extracting key information, and generating summaries.
• Google Slides: Used for creating the presentation template and generating the final presentation.
• RSS Feed: Used to monitor Nvidia's press releases for new financial reports.

3. Setting up the Trigger

• RSS Feed Trigger: The automation is triggered by a new item in an RSS feed, specifically Nvidia's press release feed.
  • The RSS feed URL is added to Zapier to monitor for new press releases.
  • Alternative Trigger: A scheduled event can be used to trigger the automation based on the known release dates of quarterly reports.
• Multiple Feeds: The RSS feed trigger can be configured to monitor multiple companies by adding multiple feed URLs.

4. Filtering Financial Reports

• Path (If/Else) Logic:
  • A "Path" step is initially used to determine if a press release is a financial report.
  • Chat GPT is used to analyze the headline and content of the press release and return "yes" if it's a financial report, "no" if it's not.
  • The "Path" step then directs the workflow based on Chat GPT's response.
• Filter:
  • The "Path" step is replaced with a "Filter" step for simplicity.
  • The "Filter" step only allows the workflow to continue if Chat GPT's reply exactly matches "yes," indicating a financial report.

5. Extracting Data with Chat GPT and Web Search

• API Request with Web Search Preview:
  • An API request is made to Chat GPT using the "Web Search Preview" tool.
  • The API request includes the following:
    • HTTP Method: POST
    • URL: OpenAI's API endpoint for web search.
    • Headers: Content-Type (application/json) and Authorization (API key).
    • Payload:
      • Model: GPT-4
      • Tool: web_search_preview
      • Input: A prompt instructing Chat GPT to pull the most recent Nvidia financial report, extract AI-related revenue figures, perform trend analysis, and provide insightful narratives.
• Layering Effect:
  • A second Chat GPT step is used to refine the output from the web search.
  • The prompt instructs Chat GPT to output specific data points in a structured format:
    • Current quarter
    • Date of release
    • Three bullet points for the executive summary
    • Summary of how the current quarter compares to the past
  • The prompt specifies that the data should be output as each new line, with a comma after each data point.

6. Formatting the Data

• Formatter by Zapier:
  • The "Formatter by Zapier" tool is used to split the output from Chat GPT into separate fields.
  • The "Split Text" transform is used with a comma as the separator.
  • The "All as Separate Fields" option is selected to create individual fields for each data point.

7. Creating the Google Slides Presentation

• Google Slides Template:
  • A Google Slides template is created with variable placeholders for the data points.
  • Placeholders are created for:
    • Name
    • Quarter Title
    • Date
    • Executive Summary Bullet Points
    • Quarter Comparison
• Create Presentation from Template:
  • A "Create Presentation from Template" action is added to the Zap.
  • The action is configured to use the Google Slides template.
  • The data points from the RSS feed and Chat GPT are mapped to the corresponding placeholders in the template.

8. Enhancements and Considerations

• Web Parser:
  • The "Web Parser" tool can be used to extract additional data from the financial report web page.
  • The URL from the RSS feed is used to parse the web page.
• Image Generation:
  • While the demonstration focuses on text-based information, OpenAI's image generation capabilities (DALL-E) could be integrated to add charts and images to the presentation.
• Hybrid Approach:
  • A hybrid approach can be used, where the automation handles the text-based information, and a human analyst fills in the gaps with charts and images.

9. Conclusion

The video demonstrates a powerful automation workflow that can significantly reduce the time and effort required to create financial report presentations. By combining the capabilities of Zapier, Chat GPT, and Google Slides, users can automatically extract key information from financial reports, generate summaries, and create visually appealing presentations. The automation can be further enhanced by integrating web parsing and image generation capabilities.