AI Strategy Factory

Generate comprehensive AI strategy deliverables for any company in minutes, not weeks.

Quick Start • Features • How It Works • Deliverables • Installation • Usage

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What Is This?

Enter a company name → Get a complete AI strategy package:

Output	Description
15 Strategic Documents	Tech inventory, pain points, roadmaps, ROI analysis
Architecture Diagrams	Auto-generated Mermaid visualizations
Executive Presentations	PowerPoint decks ready for stakeholders
Implementation Reports	Detailed Word documents with recommendations

Cost per analysis: ~$0.05-0.50 using Perplexity + Gemini APIs

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Complete Beginner? Start Here

Click here if you're new to coding or feeling intimidated

Don't Panic! Here's What This Actually Does

This tool is like having a consulting firm in a box. You type in a company name (like "Nike" or "your local bakery"), and it automatically:

1. Researches the company using AI (like having a research assistant)
2. Writes 15 professional strategy documents (like having a consultant)
3. Creates PowerPoint presentations and Word docs (like having an analyst)

That's it. You don't need to understand the code. You just need to run it.

What You Need (The Actual Requirements)

What	Why	How Long to Get
A computer	Windows, Mac, or Linux all work	You probably have this
Python installed	The programming language this runs on	5 minutes
Two free API keys	To use Perplexity and Gemini AI	10 minutes
Claude Code (optional)	Makes everything 10x easier	2 minutes

The Absolute Easiest Way (Using Claude Code)

If you have Claude Code installed, you literally just need to say:

Clone the repo at https://github.com/promptadvisers/ai-strategy-factory and help me set it up and run it

Claude Code will:

• Download all the files
• Install everything needed
• Help you get API keys
• Run the app for you

That's the whole process if you use Claude Code.

Step-by-Step for Complete Beginners (Without Claude Code)

Step 1: Install Python (5 minutes)

On Mac:

1. Open Terminal (search "Terminal" in Spotlight)
2. Type: python3 --version
3. If you see a version number, you're done!
4. If not, go to python.org/downloads and download

On Windows:

1. Go to python.org/downloads
2. Download and run the installer
3. IMPORTANT: Check the box that says "Add Python to PATH"
4. Click Install

Step 2: Get Your API Keys (10 minutes)

You need two free API keys:

Perplexity API Key:

1. Go to perplexity.ai
2. Create an account (free)
3. Go to Settings → API
4. Click "Generate API Key"
5. Copy it somewhere safe (looks like pplx-abc123...)

Gemini API Key:

1. Go to aistudio.google.com/apikey
2. Sign in with Google
3. Click "Create API Key"
4. Copy it somewhere safe (looks like AIzaSy...)

Step 3: Download This Project (2 minutes)

Option A - Download ZIP (easiest):

1. Click the green "Code" button at the top of this page
2. Click "Download ZIP"
3. Unzip the folder somewhere you can find it (like Desktop)

Option B - Use Git:

git clone https://github.com/promptadvisers/ai-strategy-factory.git

Step 4: Set Up the Project (3 minutes)

1. Open Terminal (Mac) or Command Prompt (Windows)

2. Navigate to the folder:

   cd Desktop/ai-strategy-factory   # or wherever you put it

3. Run the setup:

   python setup.py    # On Windows
   python3 setup.py   # On Mac

4. Add your API keys:

   • Open the .env file in any text editor
   • Replace the placeholder text with your actual keys
   • Save the file

Step 5: Run It! (1 minute)

python -m strategy_factory.webapp    # Windows
python3 -m strategy_factory.webapp   # Mac

Your browser will open to http://localhost:8888

Type in any company name and click "Start Analysis"!

Example Commands to Give Claude Code

Once you have the project set up, here are things you can ask Claude Code to do:

"Run an AI strategy analysis for Tesla"

"Generate a comprehensive strategy report for my company [describe your company]"

"Start the web interface so I can analyze multiple companies"

"What companies have I already analyzed?"

"Help me understand the ROI calculator output for Stripe"

What If Something Goes Wrong?

"Python not found"

• Make sure Python is installed (Step 1)
• On Windows, make sure you checked "Add Python to PATH" during install
• Try restarting your terminal/command prompt

"API key error"

• Double-check your .env file has the right keys
• Make sure there are no extra spaces
• Make sure the keys are on their own lines

"Module not found"

• Run pip install -r requirements.txt again
• Make sure you're in the right folder

Still stuck?

• Open an issue on GitHub
• Or ask Claude Code: "I'm getting this error: [paste error]. Help me fix it."

You've Got This!

Seriously, the hardest part is getting the API keys. Once those are set up, it's just clicking buttons. And if you have Claude Code, it can literally do all of this for you.

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Quick Start

Option 1: Claude Code (Easiest)

If you have Claude Code:

Just say: "Clone and run the AI Strategy Factory for me"

Option 2: Manual Setup

# Clone the repository
git clone https://github.com/promptadvisers/ai-strategy-factory.git
cd ai-strategy-factory

# Run the setup script (works on Windows, macOS, Linux)
python setup.py

# Add your API keys to .env file
# Then run the web app
python -m strategy_factory.webapp

Open http://localhost:8888 and enter a company name!

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Features

Research Engine

• Perplexity AI for real-time company intelligence
• 9-18 targeted queries per analysis
• Automatic source aggregation

Document Synthesis

• Google Gemini 2.5 Flash for document generation
• 15 specialized deliverable templates
• Consistent consulting-quality output

Export Options

• Markdown documents
• PowerPoint presentations (PPTX)
• Word reports (DOCX)
• Architecture diagrams (PNG)

User Experience

• Beautiful web interface
• Real-time progress tracking
• Resume interrupted analyses
• Cross-platform support

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How It Works

┌─────────────────────────────────────────────────────────────────────┐
│                         USER INPUT                                   │
│                    "Analyze Stripe"                                  │
└─────────────────────────────────────────────────────────────────────┘
                                │
                                ▼
┌─────────────────────────────────────────────────────────────────────┐
│                    PHASE 1: RESEARCH                                 │
│                                                                      │
│   Perplexity AI queries:                                            │
│   • Company overview & business model                               │
│   • Technology stack & infrastructure                               │
│   • Industry landscape & competitors                                │
│   • AI/ML current initiatives                                       │
│   • Pain points & challenges                                        │
│   • Strategic priorities                                            │
│                                                                      │
│   Output: Comprehensive research JSON                               │
└─────────────────────────────────────────────────────────────────────┘
                                │
                                ▼
┌─────────────────────────────────────────────────────────────────────┐
│                    PHASE 2: SYNTHESIS                                │
│                                                                      │
│   Google Gemini generates:                                          │
│   • 15 markdown deliverables                                        │
│   • Mermaid diagram code                                            │
│   • Structured recommendations                                      │
│                                                                      │
│   Output: Strategy documents                                        │
└─────────────────────────────────────────────────────────────────────┘
                                │
                                ▼
┌─────────────────────────────────────────────────────────────────────┐
│                    PHASE 3: GENERATION                               │
│                                                                      │
│   Final outputs:                                                    │
│   • 2 PowerPoint presentations                                      │
│   • 2 Word documents                                                │
│   • 5+ architecture diagrams                                        │
│                                                                      │
│   Output: Executive-ready deliverables                              │
└─────────────────────────────────────────────────────────────────────┘

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Deliverables

Strategic Assessment

#	Document	Description
1	Tech Inventory	Current technology stack assessment
2	Pain Points	Department-by-department analysis
3	Maturity Assessment	AI readiness scoring (1-5 scale)
4	Mermaid Diagrams	Current & future state architecture

Implementation Planning

#	Document	Description
5	Roadmap	30/60/90/180/360 day implementation plan
6	Quick Wins	Low-effort, high-impact opportunities
7	Vendor Comparison	Build vs buy framework
8	License Consolidation	Software optimization recommendations
9	ROI Calculator	Cost-benefit analysis with projections

Governance & Policy

#	Document	Description
10	AI Policy	Acceptable use policy template
11	Data Governance	Data management framework
12	Change Management	Training and adoption playbook

Resources

#	Document	Description
13	Prompt Library	Starter prompts by department
14	Use Case Library	Department-specific AI applications
15	Glossary	AI terms explained for stakeholders

Executive Outputs

Type	File	Description
PPTX	Executive Summary	Board-ready presentation
PPTX	Full Findings	Detailed analysis deck
DOCX	Strategy Report	Comprehensive written report
DOCX	Statement of Work	Implementation proposal

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Installation

Prerequisites

Requirement	How to Get
Python 3.9+	python.org
Perplexity API Key	perplexity.ai/settings/api
Gemini API Key	aistudio.google.com/apikey

Step-by-Step

# 1. Clone the repository
git clone https://github.com/promptadvisers/ai-strategy-factory.git
cd ai-strategy-factory

# 2. Create virtual environment
python3 -m venv venv

# 3. Activate it
source venv/bin/activate        # macOS/Linux
# OR
.\venv\Scripts\activate         # Windows

# 4. Install dependencies
pip install -r requirements.txt

# 5. Set up environment
cp .env.example .env

Configure API Keys

Edit .env with your keys:

PERPLEXITY_API_KEY=pplx-xxxxxxxxxxxxxxxxxxxx
GEMINI_API_KEY=AIzaSyxxxxxxxxxxxxxxxxxxxxxxxxx

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Usage

Web Interface (Recommended)

python -m strategy_factory.webapp

Then open http://localhost:8888

Command Line

# Quick analysis (~$0.05, 2-3 minutes)
python -m strategy_factory.main run "Stripe"

# With context
python -m strategy_factory.main run "Stripe" --context "B2B payments, fintech"

# Comprehensive analysis (~$0.50, 5-10 minutes)
python -m strategy_factory.main run "Stripe" --mode comprehensive

# Check status
python -m strategy_factory.main status "Stripe"

# Resume interrupted analysis
python -m strategy_factory.main resume "Stripe"

# List all analyses
python -m strategy_factory.main list

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Project Structure

ai-strategy-factory/
├── strategy_factory/           # Main package
│   ├── webapp.py              # Flask web application
│   ├── main.py                # CLI entry point
│   ├── config.py              # Configuration
│   ├── models.py              # Data models
│   ├── progress_tracker.py    # State management
│   │
│   ├── research/              # Phase 1: Research
│   │   ├── orchestrator.py
│   │   ├── perplexity_client.py
│   │   └── query_templates.py
│   │
│   ├── synthesis/             # Phase 2: Synthesis
│   │   ├── orchestrator.py
│   │   ├── gemini_client.py
│   │   └── prompts/           # 15 deliverable prompts
│   │
│   └── generation/            # Phase 3: Generation
│       ├── orchestrator.py
│       ├── pptx_generator.py
│       ├── docx_generator.py
│       └── mermaid_renderer.py
│
├── output/                    # Generated deliverables
├── docs/                      # Documentation
├── requirements.txt
├── setup.py
└── README.md

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API Costs

API	Model	Cost	Use Case
Perplexity	sonar	$0.001/1K tokens	Quick research
Perplexity	sonar-pro	$0.003/1K tokens	Deep research
Gemini	2.5-flash	$0.075/1M input	Document synthesis

Typical costs:

• Quick mode: $0.02-0.05 per company
• Comprehensive mode: $0.30-0.80 per company

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Troubleshooting

Port already in use

The app automatically finds an available port. Or specify one:

python -m strategy_factory.webapp --port 9000

API key errors

1. Ensure .env file exists in project root
2. Check keys are correct (no extra spaces)
3. Verify API accounts have credits

Module not found

# Make sure you're in the virtual environment
source venv/bin/activate  # macOS/Linux
.\venv\Scripts\activate   # Windows

# Reinstall dependencies
pip install -r requirements.txt

Windows-specific issues

• Use PowerShell or Command Prompt (not Git Bash)
• May need to run as Administrator
• Use python instead of python3

macOS-specific issues

• Port 5000 is used by AirPlay Receiver (we use 8888 by default)
• Install Xcode tools: xcode-select --install

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Contributing

Contributions are welcome! See CONTRIBUTING.md for guidelines.

Areas for Contribution

• Additional LLM providers (OpenAI, Anthropic)
• PDF export option
• Industry-specific templates
• Caching for repeated queries
• Batch processing multiple companies

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License

MIT License - see LICENSE for details.

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Acknowledgments

• Perplexity AI - Research capabilities
• Google Gemini - Document synthesis
• python-pptx - PowerPoint generation
• python-docx - Word document generation

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Built with Claude Code
_{The AI-powered development assistant}