Set up your client project: brand, reporting format, and performance history
A Juma Project is a shared space where the team keeps everything Juma needs to know about a client. Build one project per client and every presentation pulls from the same context, so the deck reads and looks the same whether the account lead runs it or someone covering for them does. Add these items once and the flow stops asking the same setup questions every month.
What to add
Brand Kit & Voice Guide
The client's colors, logo, fonts, and how they write: tone, level of detail, words to avoid. With this in the project, every deck and every headline comes out on brand from the first draft instead of in default styling.
Reporting Template & Format
The slide structure the client expects: which sections, in what order, and any master deck to match. This gives Juma a layout the client already signed off on, so the numbers drop into a familiar shape every time.
Performance Benchmarks
Last quarter's ROAS, CPA, and revenue by channel, plus the targets the client set. When this exists, the deck compares current results against the client's own trajectory and goals, not just against the numbers in the file.
Channel & Audience Context
Which channels matter to this client, who the audience is, and any constraints on where budget can move. This keeps the recommendations grounded in what the client can actually act on, not just what the math suggests.
Guide Juma with project info
Add a short description to each knowledge item in the project's info field so Juma knows what each file is and when to use it. For example:
- Brand Kit & Voice Guide: "The client's colors, logo, and writing style. Apply to every slide and headline."
- Reporting Template & Format: "The deck structure the client expects. Follow this layout every time."
- Performance Benchmarks: "Last quarter's ROAS and CPA by channel, plus targets. Compare current results against these."
- Channel & Audience Context: "Which channels matter and where budget can move. Use to ground the recommendations."
Hand Juma the data, get the deck back
Frequently Asked Questions
How much time does this Flow save compared to building the deck by hand?
Building a client-ready data deck by hand takes two to four hours: cleaning the export, calculating ROAS and CPA, choosing charts, laying out slides, and writing the story. Juma reads the numbers and returns a formatted PDF and editable PPTX in minutes. Strategy, taste, and judgment stay human, and human review sits on every output.
For an agency building a monthly deck for every client, the saving compounds. A team running ten client decks a month recovers most of a working week, and because Juma has unlimited seats, the whole team runs the same flow instead of routing every deck through one analyst. The output stays consistent no matter who runs it, because the structure and the math are the same every time.
What's in the presentation Juma builds?
The deck runs about eight slides: a cover with a KPI preview, an executive snapshot with the blended ROAS, a spend breakdown, revenue by channel, a ROAS leaderboard, CPA by channel, a findings-and-recommendations slide, and a next-step timeline. Every data slide carries a chart, and it ships as a PDF and an editable PPTX.
Juma picks the chart type that fits each cut: a pie for the spend mix, bars for a revenue or ROAS leaderboard, a clean comparison for CPA. Because the PPTX is fully editable, the team can adjust a headline, drop a slide, or restyle a chart before it goes to the client, without rebuilding anything.
The findings slide is what separates this from a chart dump. It names what the data shows in plain language and points to one move worth making, with the numbers from the earlier slides behind it.
What data can I give Juma to build the deck?
Anything with the numbers in it. Paste a small table straight into chat, attach an Excel or CSV spreadsheet, or hand Juma a raw export from Google Ads or Meta Ads. It reads whichever you give it, works out the metrics, and builds the same deck. The inline paste is the fastest, with no upload at all.
Messy exports are fine. Juma handles extra columns, blank rows, currency symbols, and header text, keeps the fields that matter, and works out ROAS, CPA, and share of spend from raw spend, conversions, and revenue. There's no need to prep the data into clean columns before you hand it over.
Can Juma find the insight, or does it just chart the numbers?
It finds the insight. On the sample dataset, Juma flagged that Email returned close to 29x on the smallest budget in the mix while a bigger-spending channel returned barely 2x, then recommended shifting budget toward the underfunded winner. It reasons about the numbers, it doesn't only plot them.
Every recommendation ties back to a figure on an earlier slide, so the account lead can defend it in the room. And because strategy and judgment stay with the team, the recommendation is a starting point the account lead reviews and adjusts, not a decision made for them. Human review sits on every deck before it reaches the client.
Can I match the deck to our client's brand?
Yes. Save the client's colors, logo, fonts, and a slide template in their Juma Project, and the deck comes out on brand from the first draft. Juma applies the Brand Voice to the headlines and the visual identity to the slides, so the presentation looks like the client's team made it.
For agencies, this turns the monthly report into a repeatable job. The template and brand context live in the project, so each month's numbers drop into a layout the client already approved, and the deck stays consistent across every account the team runs.