Putting live business data on a slide

The point of writing inside Turtini is that a slide can read from the system that owns the number, instead of quoting a figure that was true last month.

To add a sourced slide:
1. Open a deck and press "Insert from module" in the top bar.
2. Pick the source — a Planning project, a Runbook, an account or opportunity, and others depending on which modules your org runs.
3. Pick the record. A slide is built from it, laid out and brand-styled, and stays linked to that record.

To pull the latest numbers before you present, press "Refresh from source". Every sourced slide in the deck re-reads its record and updates in place. Slides you built by hand are untouched — only sourced slides refresh.

A good habit before any recurring review: open the deck, press Refresh from source, skim, then present. It turns "let me check if this is current" into a two-second step.