Finish and ship a deck

A deck is done when it is Ready. Getting it out of the meeting is a decision you make, not a state the platform moves it into.

Check it first

The deck was planned from a conversation, so read it before it leaves the room:

Open Preview and walk the slides. The speaker notes under each one say what the slide is for.
Check any number on it against the work it came from. An agent quotes what the workspace holds, and the workspace can be out of date.
Check the claims against your constraints. Agents read them, and a deck is still yours to sign off.

If something is wrong, ask again in the meeting rather than editing slides. A new ask produces a new deck, and the old one stays where it was.

Take it with you

Download PPTX for a deck someone will edit, or Download PDF for one they will only read.
Send it, or present from the HTML preview directly.

That is enough for a deck that is a one-off. For a deck that is part of a launch, put it somewhere the rest of the work can see it.

Keep it as a project asset

The project’s marketing asset library is where an artifact becomes something the platform can schedule, publish, and trace:

Download the PPTX or PDF from the meeting.
Open the project, then the Campaigns tab, then Add asset.
Choose Upload file and pick the deck. A PPTX or PDF is recognised as a deck automatically.
Give it a title and, if it belongs to one, a campaign.

From there it behaves like any other asset: it has a place in the calendar, a status, and a lineage back to what it came from.

When the meeting ends

Ending or finalizing a meeting does not remove its artifacts. The deck stays on the meeting and stays downloadable, and merging the meeting into a project carries its tasks and decisions rather than its files. If you want the deck itself to live in the project, import it.

Next steps

Export formats: which file to hand over.
Create a project: the Marketing tab an imported deck lands in.
Merge a meeting’s outcomes into a project: what merging does carry.