MoodBoards · Presentation sheets
Presentation sheets are polished, client-ready A3 pages produced from a board — a material grid, a colour scheme, a lighting plan, a full deck. They are how a board stops being an internal collection and becomes a deliverable a client understands. This guide explains what each sheet type is, whether it's interactive or passive, what it costs and the inputs it expects, how sheets are generated through the Agent Hub (with an in-chat canvas for the interactive ones), and how the finished PDFs are stored on the board and bundled into a Client View.
Where it is
Open a board at /moodboard/:id and go to its Sheets tab. Pick a sheet type and a guided wizard walks you through creating it. You can also start one from the Agent Hub (the Sheets toolkit quick-starts open the same wizard). The finished PDF is attached to the board so you can re-open and re-render it later.
How a sheet is created — the guided wizard
What it is — sheets are now built through a short step-by-step wizard (it replaced the older “seed a chat message” hand-off), so you fill in exactly what each sheet type needs instead of describing it in prose. Why it matters — the wizard only asks for what's relevant and pulls the choices straight from your board, so you can't miss a required input. The steps are:
- Type — pick the sheet type (skipped when you launched from a specific type).
- Which moodboard? — choose the board to build from (skipped when you're already on one).
- Details — give the sheet a title and provide the type-specific inputs, drawn from the board: pick products (material board), sample images (palette / concept), choose a quote (FF&E schedule), or upload a floor-plan image with its real-world dimensions (lighting plan / elevation). Empty states tell you if the board has no products/images/quotes yet.
For passive sheets the wizard renders the PDF immediately on finish. For interactive sheets (lighting plan, annotated render, elevation/render pair) it hands off to an in-chat canvas where you place fixture symbols, draw dimensions or position callouts on the image — “you'll place the symbols on the canvas after this” — and the PDF renders once you're done. Each finished sheet is stored with the board and can be bundled into a project-level Client View.
Interactive vs passive: three sheet types — Lighting plan, Annotated render and Elevation / render pair — open an in-chat canvas first. You choose interactive types when the value is in where things sit on an image. The passive sheet types render immediately because their content is just a list or layout.
The sheet types
Reach for the passive sheets (Material board, Color palette, Concept board, FF&E schedule, Area breakdown, Full deck) when the content is a list, a layout or a roll-up the assistant can assemble outright — they cost less or nothing and need no manual placement. Reach for the interactive sheets (Lighting plan, Annotated render, Elevation / render pair) when the whole point of the page is precise positioning on an image.
| Sheet | Type | Cost | Key inputs |
|---|---|---|---|
| Material board A grid of selected products with descriptive chips. | Passive | 0 cr | Product IDs (up to 8) and, optionally, a short chip description per product. |
| Color palette Named colour swatches for the scheme. | Passive | 0 cr | Swatches, each with a hex value and a name, optionally sampled from a source image on the board. |
| Concept board A free-form image layout telling the mood or story. | Passive | 0 cr | An image layout with an optional caption per image. |
| Lighting plan Fixture symbols placed over a backdrop, with a legend. | Interactive | 3 cr | A backdrop, fixture symbols you place on it, and a legend. |
| Annotated render Callouts pointing to specific products on a render. | Interactive | 3 cr | A backdrop image plus callouts you position to point at products. |
| Elevation / render pair An elevation and render side by side. | Interactive | 2 cr | An elevation image and a render image, with dimensions and tile callouts you add. |
| FF&E schedule A furniture, fixtures & equipment table. | Passive | 0 cr | A linked quote (which supplies the items) or an explicit list of items. |
| Area breakdown A one-page room spec. | Passive | 2 cr | A hero render plus a plan, an elevation, a materials & finishes list, fitting columns, a palette strip and notes. |
| Full deck Several sheets combined into one PDF. | Passive | 3 cr | The selected sheets to include (in order) plus a cover page. |
When to use each sheet
- Material board — when the client just needs to see the chosen products together, with a word or two of context per item. The everyday "here's the palette of materials" page.
- Color palette — when the colour scheme is the point: a clean strip of named swatches you can sample straight from images already on the board.
- Concept board — early in a project, when you're selling a mood or story rather than specific products: a free-form image collage with captions.
- Lighting plan (interactive) — when fixture positions matter: drop light symbols onto a backdrop and add a legend so an electrician or client reads the intent.
- Annotated render (interactive) — when you want a render that explicitly points at the products in it, so the viewer knows exactly what they're looking at.
- Elevation / render pair (interactive) — for the technical side-by-side: an elevation next to a render with dimensions and tile callouts you draw on.
- FF&E schedule — when you need the formal furniture/fixtures/equipment table, typically pulled straight from a quote so pricing and the schedule agree.
- Area breakdown — when one page must say everything about a room: hero render, plan, elevation, materials & finishes, fittings and a palette strip together.
- Full deck — at hand-off, to combine several finished sheets behind a cover page into one PDF you can send as the proposal.
Step by step: produce a presentation sheet
- On the board's Sheets tab, choose a sheet type — for example a material board, colour palette, lighting plan, FF&E schedule or full deck. The guided wizard opens.
- Work through the wizard: confirm the moodboard, set a title, and fill the type-specific details (products / images / quote / floor-plan image + dimensions).
- Finish. A passive sheet renders straight away; an interactive one opens the in-chat canvas to place fixture symbols, draw dimensions or position callouts before it renders.
- The finished sheet is an A3 PDF attached to the board, ready to re-open, re-render, or bundle into a Client View.
Worked example — building a full deck for hand-off
Ask the Agent Hub for a Material board (0 cr) of your chosen products with a chip description each, and a Color palette (0 cr) sampling swatches from images already on the board — both render to PDF immediately and attach to the board. Then ask for a Lighting plan (interactive, 3 cr): the in-chat canvas opens, you drop fixture symbols onto the backdrop and add a legend before it renders. Finally ask for a Full deck (3 cr), select those three sheets in the order you want plus a cover page, and the assistant combines them into one A3 PDF you can send as the proposal — or bundle into a Projects → Client View.
What it affects
On interactive sheets every symbol, callout and dimension is placed relative to the backdrop image, so the canvas and the rendered PDF stay in sync whatever the image size. Every sheet outputs an A3 PDF stored with the moodboard, so you can re-open and re-render it later — and the same sheets can be bundled into a project-level deliverable via Projects → Client Views. The complete catalogue of what the assistant can build is in Tools & Capabilities.