Creating a new Chart Deck
From any project, navigate to the Report tab and click New Report > Chart Deck. This opens a guided setup wizard that walks you through four steps.
Step 1 — Research Brief
Give your deck a name (e.g. Q1 Brand Tracker Results) and, optionally, provide a research brief so the AI understands the study context. You have three choices:
Select existing
A brief was already uploaded to the project. Pick it from the list.
Upload brief
Drag-and-drop or browse for a DOC, DOCX, PDF, or TXT file.
Paste objectives
Quickly type or paste the key research objectives inline.
Click Continue to proceed, or Skip if you don't have a brief handy — you can always add one later.
Step 2 — Questionnaire
Select or upload the questionnaire document used for the survey. This helps the AI ground the presentation in the questions asked in the survey.
If questionnaire files already exist in the project, pick one from the list.
Otherwise, drag-and-drop a DOC, DOCX, PDF, or TXT file to upload.
Click Continue or Skip.
Step 3 — Data Source
This is where you connect your cross-tabulation data. Three options are shown:
Upload cross-tab file
Coming soon. Direct .xlsx / .csv uploads will be supported in a future release.
Reference existing tabulations
If you have already run tabulations inside Metaforms, select specific tables from the workspace.
Use sample cross-tab data
Load pre-built sample tables so you can explore the feature without your own data.
You can also click Skip — I'll add data later to proceed without any data.
Selecting tables
When you choose Reference existing tabulations, all computed tables from your tabulation workspace are pre-selected. You can search by name or variable and toggle individual tables on or off. A summary shows how many tables are selected before you continue.
Step 4 — Choose How to Start
Pick one of three starting modes.
Blank
Creates an empty deck. The AI agent is kicked off automatically and will propose an outline based on whatever brief, questionnaire, and data you provided.
From Outline/Notes
Paste slide notes or a narrative outline. The AI splits your content into logical slides. The AI Agent follows your outline to generate the first draft. Example of a slide by slide outline notes is given below
Intro to our strategy
• Key finding 1
• Key finding 2
---
Key metrics from Q1
• Revenue grew 12%
• NPS up 8 points
---
Next steps
• Launch phase 2Template
Browse your organisation's uploaded PowerPoint templates. Select one, then tell the AI how to use it:
Use the design system only — apply colours and fonts but generate fresh content.
Import both slides and content — clone the template as-is.
You can also type a custom instruction (e.g. "Import all slides and adapt the content for our Q1 report").
Don't have any templates yet? Click Add new template to navigate to the template management page and upload a .pptx file.
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