Create and share a pitch

Create and share a pitch | Tap

A pitch is a slide deck Tap AI designs for a brand, from a fresh brief or an existing campaign. You can refine it in chat or edit slides yourself, present it full screen, and share a link your client can open without a Tap account.

Start a pitch

Open Brands, choose the brand, then the Pitches tab.
Choose Create pitch. A chat with Tap AI opens, ready for a pitch.
Choose Build a pitch from a fresh brief or Create a pitch from an existing campaign, or describe what you need in your own words. Attach the brief if you have one.

Tell Tap AI who the pitch is for, what you want to win, the audience, the budget and anything the client has asked for. It uses the brand's saved context and your agency's details, and designs the deck one page at a time. You'll see Designing pitch... while it works.

You can also ask for a pitch in any Tap AI chat, choose Prepare pitch on an external RFP in Opportunities, or set up a Pitch builder agent in Agents.

Review and edit the deck

The pitch opens beside the chat. Choose a slide in the strip below it to view it.

The quickest way to change the deck is to ask in the chat, for example "Make the budget slide simpler" or "Add a slide on the radio plan." To edit it yourself:

Choose Edit slide to change a slide's layout and content, then Done editing. Layouts include Cover, Story, Key points, Metrics and Next steps.
Use the buttons beside the slide to move it earlier or later, or remove it. A deck can have up to 20 slides.
Change the Pitch title and Client name while you edit.
Choose Theme to change the colors and the fonts for headlines and body text. It also shows the deck's image library. To add images, ask Tap AI to generate them or bring in the client's logo.

Choose Save changes when you're done, or Discard changes to go back.

If you see "Some text runs off this slide", ask Tap AI to tighten the layout, or edit the slide.

Present it

Choose Present to show the deck full screen. Use the arrow keys to move between slides.

Choose Share at the top of the pitch.
Check the slides under Review before sharing. Only the slides are shared. Your brief and your chat with Tap AI stay private.
Choose Publish and create link.
Copy the Client link and send it to your client. Choose Open client view to see what they'll see.

Anyone with the link can view the slides, without a Tap account.

If you change the deck after sharing, its status changes to Unpublished changes and your client keeps seeing the last version you published. Choose Share, then Publish update when you're ready. Choose Revoke link to stop the link working.

Find and manage pitches

The brand's Pitches tab lists its pitches. To see pitches for every brand, search for "Pitches" with Ctrl+K (Cmd+K on a Mac).

Each pitch shows whether it's Private, Shared or has Unpublished changes. From a pitch you can:

choose Open in AI to keep working on it with Tap AI
choose Share to publish it or manage its link
archive it, which also revokes its link. Find it later under Archived and restore it as a private draft.

A pitch is visible only to the person who created it and your workspace admins.

A pitch is for presenting ideas. To get a client's approval on a buy, share the campaign with them instead. See share a campaign with a client.

Start a pitch

Review and edit the deck

Present it

Share it with your client

Find and manage pitches