This walkthrough uses a five-slide project update as an example. The finished deck should explain the situation, show the evidence, present a proposed response, identify open questions, and state the next action. The structure is an editorial suggestion; adapt it to your audience.
1. Define the outcome before opening a template
Write one sentence describing what the audience should understand or decide. Collect the supporting facts and the source of each important number. Decide who will approve the final deck and whether the audience needs a link, a downloadable file, or both.
This preparation prevents the template from becoming the story. If you cannot explain why a slide belongs in the presentation, leave it out of the first draft.
2. Start a deck in Pitch
Sign in, open the intended workspace, and create a presentation using an appropriate template. Pitch supports template-based creation and collaborative editing. Its getting-started collection is the reference for current editor controls. [1][5]
Choose a layout that suits your content rather than the most elaborate preview. Replace sample titles and images immediately. Keep one central point on each slide, and use the same label whenever you refer to the same concept.
3. Use AI only where it helps
You can also begin with Pitch Agent, which accepts a prompt and supports contextual files and template selection. [4] A useful brief might specify the audience, five-slide limit, desired conclusion, and the facts that must remain unchanged.
Compare the result with your source material. Remove invented detail, unsupported comparisons, and generic claims that do not advance the presentation. Do not upload material unless it is appropriate to share with the service under your organization's rules.
4. Make the deck coherent
Edit headings so they communicate conclusions rather than merely naming topics. A title such as “The rollout needs another test” gives the audience more direction than “Status.” Make dates and units explicit, and add a source beside important figures.
Use consistent alignment and text sizes. Replace crowded paragraphs with shorter statements or a visual that genuinely explains the point. Preview the deck at presentation size: text that seems acceptable while zoomed in may become unreadable on a shared screen.
5. Coordinate a focused review
Invite the people who need to contribute and use comments to identify specific changes. Pitch documents co-editing and comments as part of its collaboration workflow. [1] Give each reviewer a purpose: factual accuracy, story, or visual consistency.
Resolve the content first, then polish the layout. Before final delivery, make one person responsible for checking that late edits did not introduce inconsistent numbers or contradict another slide.
6. Share and export
Check the sharing options for the access you intend to provide. Open the resulting link in another browser session and confirm that a recipient sees the expected presentation.
For a PDF, use Share, then Export, and choose the available quality option. Pitch documents a watermark for free-plan PDF exports. [3] Open the downloaded file, inspect every slide, and verify the result against your delivery requirements. Consult the current pricing page if a needed capability is unavailable. [2]
7. Keep a reusable working version
After delivery, record what the audience found unclear and update the reusable template or structure. Preserve the final delivered version so later edits do not obscure what was actually shared. This guide is based on official help material checked on September 19, 2026, rather than a hands-on product test.
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Sources and verification
Official sources checked on September 19, 2026. Product plans and interfaces may change.
[2] Pitch plans and feature comparison