The Scenario
You are a marketing analyst. It is 8:30 AM and your CMO wants a deck ready for the 9 AM leadership call.
Your Q2 campaign performance is sitting in an Excel workbook, the Summary tab, across eight channels with columns for impressions, clicks, conversions, and spend. You have thirty minutes.
The bad version of this morning:
- You read the Summary tab and try to hold 8 channels × 4 metrics in your head
- You switch to Gamma's web app and type a summary into the prompt box
- You regenerate three times to fix the slide order
- You manually rewrite headlines because your summary was too thin
- You rebuild the recommendations slide twice because the numbers you typed do not match the workbook
- You miss the 9 AM start.
The good version is one prompt and SheetXAI does the reading for you.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads the data and writes the Gamma prompt for you, so you do not have to summarize anything by hand.
Open the SheetXAI sidebar and type:
Turn the Summary tab in this workbook into a Gamma deck for the board meeting. Create a professional 12-slide presentation, one slide per channel showing impressions, clicks, conversions, and spend. Add a comparison slide at the front and a recommendations slide at the end based on the actual numbers.
SheetXAI reads the Summary tab, understands the channel structure, calls Gamma with the right data and prompt, and writes the Gamma URL back into a cell. Click it. Your deck is ready.
What You Get
A Gamma presentation with twelve slides:
- 1 comparison slide — all eight channels at a glance
- 8 per-channel slides — impressions, clicks, conversions, and spend per channel
- 2 framing slides — an intro and a recommendations slide grounded in the actual numbers
- 1 appendix slide — full data table for the meeting record
The recommendations are based on what is in the workbook, not on generic copy. If paid social had the worst cost per conversion and email had the best, that is what the slide says.
Want a different angle? Tell SheetXAI to look at month-over-month trends instead of raw totals, or to emphasize ROAS over conversions. It adjusts.
What If the Data Is Not Quite Ready
Most real marketing workbooks are not as clean as the scenario above. SheetXAI can do the cleanup, the analysis, and the deck in the same prompt.
When the campaigns have inconsistent names
You exported from three ad platforms and the campaign names do not line up.
Normalize the campaign names in column A of the Summary tab so the same channel across platforms uses the same name. Then generate the Gamma board deck, one slide per normalized channel, plus a comparison and recommendations slide.
When some rows are missing spend
Some rows have spend, others have blanks. You do not want totals to be wrong, but you also do not want to drop the rows quietly.
Find every row in the Summary tab where spend is blank. List those rows on a "Data Gaps" slide at the end of the deck. Exclude them from the channel totals on the per-channel slides. Then generate the rest of the board deck.
When it is a raw export with no analysis yet
You pulled the raw export from your data warehouse into the Summary tab and have not touched it. No CPA, no ROAS, no commentary.
Look at the raw campaign data in columns A through F of the Summary tab. Calculate CPA and ROAS per channel and put them in columns G and H. Identify the top three and bottom three performers by ROAS. Write a short paragraph summarizing what changed versus Q1 (the Q1 numbers are in the Q1 tab, column G). Then turn it all into a 12-slide Gamma board deck.
When the data lives across multiple tabs
The Paid tab has paid channels, the Organic tab has organic, the Email tab has email.
Combine the Paid tab, the Organic tab, and the Email tab into one consolidated view. Calculate total conversions and total spend across all three. Then generate a single Gamma deck with one slide per source channel and a final cross-channel summary slide showing each source's share of conversions.
The pattern: instead of cleaning the workbook first and then asking for a deck, you ask for both in one prompt. SheetXAI handles the conditional thinking inline.
Try It
Get the 7-day free trial of SheetXAI and open any workbook with multi-channel performance data, then ask it to turn the data into a Gamma deck. The Gamma integration is included in every SheetXAI plan. For more, see how to generate one Gamma doc per row in Excel or the Gamma in Excel overview.