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01 / Workplace AIUsed daily
Private source

This case study shares the workflow and outcomes without exposing internal source code, customer material, or proprietary implementation details.

Claude Slide Deck Skill

Replace the traditional static product demo with a guided system that adapts the story, interactions, and areas of emphasis to the needs of each partner's client.

ClaudeSlack workflowPartner enablement

The experience

Conversation grounded in the client’s own content.

Interactive demonstration with an AI chat assistant on the left and related Smart Search results on the right.
A combined Chat + Search demo showing how conversational guidance can surface relevant content from the Smart Search index—turning a generic chatbot response into a grounded path through the client’s own site.

01

The challenge

A reusable static demo can explain a product, but it rarely reflects the client's website, priorities, or opportunity. Partner Account Managers already held valuable account context, while Partner Enablement Managers needed a consistent way to turn that context into a focused demonstration without rebuilding every presentation manually.

02

The approach

  1. Use a dedicated Slack channel and workflow where a PAM submits the client's website, account notes, and guidance for the demonstration.
  2. Let the requester choose a Chat focus, Smart Search focus, or a combined Chat + Search experience based on the client's needs.
  3. Use the Claude Skill to translate that structured intake into a self-contained, interactive presentation tailored to the submitted site and opportunity.
  4. Keep the Partner Enablement Manager in the review loop so the narrative, technical claims, and interactive scenarios remain intentional.

03

Where it stands

The workflow is used in my daily work and supports collaboration between Partner Account Managers and Partner Enablement Managers. Within 24 hours of opening the Slack channel to PAMs, the team received 12 demo requests—early evidence that the workflow addressed a real need. Each request can become a client-specific demonstration rather than another version of a static deck, while guided generation leaves more time for review, refinement, and preparation.

04

Next useful moves

  • Refine the Slack intake fields based on patterns found across real requests.
  • Expand reusable demo patterns without weakening the client-specific experience.
  • Document quality checks that help presenters review generated claims and scenarios responsibly.