Content Creation & Data Analysis

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What is Content Creation & Data Analysis?

• Presentation Creation - Professional slide decks with custom charts, branding, and speaker notes
• Data Analysis & Visualization - Transform raw data into insights with charts, graphs, and dashboards
• Spreadsheet Generation - Create structured datasets, financial models, and analytical tables
• Document Creation - Generate reports, memos, proposals, and formatted documents
• Image Processing - Edit, annotate, and generate visual assets

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How to Use Content Creation Tools

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Method 1: One-Off Tasks (Quick Creation)

1. Navigate to New Task at komo.ai
2. Select “Automation” tab (not Research)
3. Choose task type:
   • Quick Task - Simple, straightforward requests
   • Complex Task - Multi-step creation with detailed requirements
4. Describe what you need
5. Agent creates and delivers output in minutes

Task: "Create a 15-slide pitch deck for our AI customer service platform
       targeting enterprise clients. Include market opportunity, our solution,
       competitive advantages, and pricing."

Output: Complete PowerPoint presentation with professional design,
        charts, and speaker notes—ready to present.

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Method 2: Playbooks (Reusable Templates)

1. Create a playbook in the playbook editor
2. Define detailed requirements:
   • Content structure and sections
   • Data sources and integrations
   • Output format and branding
   • Quality standards
3. Add knowledge base (templates, brand guidelines, data sources)
4. Configure tools:
   • Spreadsheets
   • Image Processing
   • Web Search
   • Browser Automation
5. Run playbook whenever needed—consistent output every time

Playbook: "Monthly Sales Performance Review"

Goal: Generate executive presentation from sales data

Integrations: Salesforce (sales data), Notion (company branding)

Tools: Spreadsheets, Image Processing, Web Search

Instructions:
1. Extract last month's sales data from Salesforce
2. Calculate key metrics: revenue, deals closed, win rate
3. Compare against previous month and YoY
4. Create visualizations: revenue trend, top performers, pipeline
5. Generate 10-slide presentation using company template
6. Post to #exec-team Slack channel by 1st of month

Output: PowerPoint presentation + Excel data summary

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Presentation Creation

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What Komo Creates

• Clean, modern layouts with visual hierarchy
• Custom charts and data visualizations
• Generated or sourced images
• Speaker notes for every slide
• Branded colors, fonts, and styling
• Multiple export formats (PowerPoint, PDF, Google Slides)

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Quick Start

"Create a 15-slide pitch deck for our AI customer service platform
 targeting enterprise clients."

"Create a Q3 business review presentation covering:
- Revenue performance (up 23% vs Q2)
- Customer acquisition costs (down 15%)
- Product launches (mobile app, API v2)
- Q4 priorities and resource needs

Make it executive-friendly with clear charts. Use our company template."

"Turn this research report into a 20-slide conference presentation
 for a technical audience. Include key charts and add speaker notes."

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Using Custom Templates

1. Prepare PowerPoint template (.pptx) with:
   • Company colors and fonts
   • Logo placement
   • Slide layouts (title, content, section breaks)
2. Upload to Knowledge Base in playbook
3. Specify: “Use company template from knowledge base”
4. Komo applies your branding automatically

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Real-World Example: Investor Pitch Deck

"Create a 12-slide investor pitch deck covering:
1. Problem statement in healthcare
2. Our AI-powered solution
3. Market size and opportunity
4. Business model and unit economics
5. Traction: 50 enterprise customers, $2M ARR
6. Competitive landscape
7. Team backgrounds (pull from LinkedIn)
8. Funding ask: $10M Series A

Research current healthcare AI market trends.
Use professional, investor-friendly design."

1. Researches healthcare AI market data
2. Structures narrative for investor audience
3. Creates charts: market size, revenue growth, unit economics
4. Generates professional visuals
5. Adds speaker notes with key talking points
6. Exports as PowerPoint

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Data Analysis & Visualization

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What Komo Creates

• Professional charts and graphs (15+ chart types)
• Statistical analysis and pattern identification
• Insights and recommendations
• Interactive dashboards
• Formatted reports
• Standalone web visualizations

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Supported Chart Types

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Quick Start

Data: sales_data_2024.csv

Request: "Identify seasonal patterns, top-performing products,
          and growth opportunities. Create executive summary with charts."

Data: competitor_metrics.xlsx

Request: "Compare our performance against 5 competitors across pricing,
          features, and customer satisfaction. Highlight where we lead or lag."

Data: customer_database.csv

Request: "Segment customers by behavior and create profiles for each group.
          Show which segments are most valuable and which need attention."

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Output Format Options

• Complete presentation with title, summary, charts, conclusions
• Professional design ready to present
• Export to PowerPoint, PDF, or Google Slides
• Best for: Client meetings, board presentations, team updates

• Web-based with multiple visualizations
• Filters and interactive elements
• Shareable link
• Best for: Team collaboration, self-service exploration, KPI tracking

• Methodology, findings, visualizations, recommendations
• Professional formatting with citations
• Export to PDF
• Best for: Strategic planning, audit trails, documentation

• Public or private webpage with visualizations
• No login required, permanent link
• Custom branding
• Best for: Stakeholder sharing, embedding in websites, public reporting

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Real-World Example: Monthly Sales Analysis

• sales_transactions_q4.xlsx - All deals closed
• customer_data.csv - Customer segments and lifetime value
• pipeline_forecast.xlsx - Open opportunities

"Analyze Q4 sales performance and create executive presentation covering:
1. Total revenue vs. target (show monthly trend)
2. Deal size distribution and average deal value
3. Win rate by customer segment
4. Top performing sales reps
5. Pipeline health for Q1
6. Recommendations for Q1 strategy

Create professional slide deck with 8-10 slides using clear charts."

1. Loads and processes 3 datasets
2. Calculates key metrics automatically
3. Identifies patterns (seasonality, top performers, risk areas)
4. Creates visualizations:
   • Line chart: monthly revenue trend with target overlay
   • Bar chart: top 10 sales reps by revenue
   • Pie chart: revenue by customer segment
   • Scatter plot: deal size vs. sales cycle length
   • Waterfall chart: pipeline progression
5. Generates strategic recommendations based on data
6. Assembles into polished presentation

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Spreadsheet Generation

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What Komo Creates

• Organized tables with proper headers
• Calculated columns and formulas
• Formatted cells (currency, percentages, dates)
• Multiple worksheets
• Pivot tables and summaries
• Export to Excel (.xlsx) or Google Sheets

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Use Cases

"Research these 100 companies and create spreadsheet with:
- Company name
- Industry
- Headquarters location
- Employee count
- Latest funding round
- Total funding raised
- CEO name

Format as sortable Excel table."

"Create 5-year financial projection spreadsheet for SaaS business:
- Start with assumptions: $1M ARR, 15% MoM growth, 75% gross margin
- Project revenue, costs, cash flow
- Include scenario analysis (base, optimistic, conservative)
- Add charts showing key metrics

Format professionally for investor review."

"Create competitive comparison spreadsheet for these 10 products:
- Pricing (all tiers)
- Key features (20+ features tracked)
- Customer ratings
- Market positioning
- Strengths/weaknesses

Use conditional formatting to highlight best-in-class."

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Real-World Example: Vendor Evaluation Matrix

"Create vendor evaluation spreadsheet for these 15 companies:

Categories to research and score (1-10 scale):
- Product capabilities (based on website and reviews)
- Pricing competitiveness
- Customer satisfaction (G2, Capterra ratings)
- Implementation complexity
- Support quality
- Security/compliance certifications
- Financial stability

Include weighted total score (weights: 30%, 25%, 15%, 10%, 10%, 5%, 5%)
Conditional formatting: green for top tier, yellow for acceptable, red for concerns
Add summary dashboard tab with top 5 recommendations"

1. Researches all 15 vendors online
2. Extracts data from websites, review sites, security databases
3. Scores each vendor across 7 categories
4. Calculates weighted scores
5. Applies conditional formatting
6. Creates summary dashboard with top recommendations
7. Generates Excel file

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Document Creation

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What Komo Creates

• Business proposals and RFPs
• Executive memos and briefings
• Research reports with citations
• Technical documentation
• Marketing copy and content
• Formatted with proper structure, headings, citations

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Quick Start

"Write executive memo about Q4 performance for board of directors:
- Revenue: $12.5M (25% above target)
- Key wins: 3 enterprise customers, product launch
- Challenges: increased competition, hiring delays
- Q1 priorities: expand sales team, launch international

Professional tone, 2 pages max, include key metrics table."

"Create investment thesis document for [Company]:
- Business model analysis
- Market opportunity sizing
- Competitive positioning
- Financial performance review
- Risks and mitigants
- Investment recommendation

Research current data, cite sources, 10-15 pages."

"Write PRD for new feature: AI-powered email drafting assistant

Include:
- User stories and personas
- Functional requirements
- Technical specifications
- Success metrics
- Timeline and milestones

Format as structured document with sections, tables, acceptance criteria."

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Best Practices

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For Presentations

• ✅ “Technical audience familiar with ML”
• ✅ “Business executives, no technical background”
• ✅ “Investors evaluating Series A opportunity”
• ❌ “General audience”

• ✅ “Convince investors to fund our Series A”
• ✅ “Educate customers on product capabilities”
• ✅ “Get board approval for budget increase”
• ❌ “Present information”

• ✅ “15 slides for 20-minute presentation”
• ✅ “30 slides for 1-hour workshop with Q&A”
• ❌ “Make some slides”

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For Data Analysis

• Trends over time → Line charts
• Category comparisons → Bar charts
• Proportions → Pie charts
• Correlations → Scatter plots
• Multi-dimensional → Radar charts

• Include clear column headers in data files
• Remove unnecessary columns before upload
• Ensure dates formatted consistently
• Specify what insights you’re seeking

• Presenting to executives → Slide deck
• Ongoing monitoring → Dashboard
• Documentation → Report
• External sharing → Webpage

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For Spreadsheets

• ✅ “Create table with columns: Company, Industry, Revenue, Growth Rate, Funding”
• ✅ “Include calculated column for Revenue per Employee”
• ✅ “Sort by total funding descending”
• ❌ “Make a spreadsheet”

• “Format revenue as currency”
• “Show growth rate as percentage”
• “Use conditional formatting for scores >8”
• “Create pivot table summarizing by industry”

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For Playbooks

• Define exact structure and requirements
• Upload brand guidelines to knowledge base
• Specify data sources and integrations
• Include quality checkers and validation steps

• Spreadsheets tool - For data compilation and tables
• Image Processing - For visual assets and branding
• Web Search - For current data and research
• Browser Automation - For extracting data from websites

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Common Questions

• Simple presentation (10 slides): 5-10 minutes
• Complex data analysis: 10-20 minutes
• Large spreadsheet (100+ rows): 15-30 minutes
• Comprehensive report: 20-40 minutes

• PowerPoint files: Edit in PowerPoint or Google Slides
• Excel files: Open and modify in Excel or Sheets
• Documents: Edit in Word, Google Docs, or any text editor

1. Ask agent to modify: “Change chart colors to blue, increase font size on titles”
2. Download and edit manually in PowerPoint/Excel

• Presentations: PowerPoint (.pptx), PDF, Google Slides
• Spreadsheets: Excel (.xlsx), CSV, Google Sheets
• Reports: PDF, Word (.docx), Markdown