Content Overview
Sterling helps you turn advice into professional client-ready materials. From the Advice page, you can compile recommendations into polished reports or presentation outlines with just a few clicks.
Two Ways to Share Advice
Sterling offers two content formats, each designed for different client communication needs:
| Format | Output | Best For |
|---|---|---|
| Reports | Word document (.docx) | Detailed written recommendations, compliance documentation, client files |
| Presentations | Gamma.ai prompt | Visual presentations, client meetings, annual reviews |
Reports
Reports generate professional Word documents that include your firm's branding. Each report contains a cover page, table of contents, and organized advice sections. Reports download automatically to your computer.
Presentations
Presentations create structured prompts optimized for Gamma.ai, an AI presentation tool. Sterling generates the outline and content. You then paste it into Gamma to create polished visual slides.
Basic Workflow
- Navigate to a household's Advice page
- Click Add to Report or Add to Presentation on advice cards you want to include
- Selected advice appears in the content panel on the right
- Drag items to reorder them as needed
- Set a title for your content
- Click Create to generate
Mix and Match
You can create both a report and a presentation from the same advice. Generate one, then select the same items again to create the other format.