Slideform

Your presentations, automated

Turn your data into decks

Connect your warehouse, sheets, and dashboards — ship polished presentations and reports on autopilot.

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A reporting workflow built around recurring client delivery

Use your existing dashboard or analyze your campaign data directly with our AI Analyst.

Pull dashboard charts and CRM metrics data into one project.

Update the deck, add AI-powered bullet points, and create a custom email template for each client.

Review the narrative, annotate the slides, and send the deliverable.

Agency performance pack Client A growth review Client B growth review Client C growth review
Spend $182k $94k $312k +11% -4% +22%
MQLs 2,840 1,520 5,210 +18% +9% +31%
ROAS 4.6x 3.8x 5.2x +0.5 +0.2 +0.8
Paid Search Paid Search Paid Social 41% 32% 38% Up Flat Up
Paid Social Display SEO 28% 24% 27% Flat Up Up
SEO Email Paid Search 19% 18% 22% Up Up Flat
Agency performance pack Client B growth review
Spend$94k-4%
MQLs1,520+9%
ROAS3.8x+0.2
Paid Search32%Flat
Display24%Up
Email18%Up
Agency performance pack Client C growth review
Spend$312k+22%
MQLs5,210+31%
ROAS5.2x+0.8
Paid Social38%Up
SEO27%Up
Paid Search22%Flat

Connect, design, deliver

Slideform sits between your source systems and the final deliverable, so teams can repeat the workflow without rebuilding the report.

1

Connect

Bring in dashboards, CRMs, spreadsheets, warehouses, files, and app data.

2

Design

Map trusted data into approved templates and reusable report logic.

3

Deliver

Export or schedule decks, docs, dashboards, PDFs, spreadsheets, and emails.

Popular sources
Looker StudioBI dashboards
Power BIBI dashboards
TableauBI dashboards
LookerBI dashboards
SigmaBI & cloud data
MetabaseBI dashboards
HubSpotCRM & marketing
SalesforceCRM
Google SheetsSpreadsheets
ExcelSpreadsheets
AirtableOperations data
SnowflakeData warehouse

Plus Domo, Google Drive, and more.

AI auto-mapping
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$2.4M+18%
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4.8xROAS

The Analyst reads your template, recognizes each placeholder, and drops the right metric, chart, or narrative into the slot.

Ship in the format that fits

Presentations

Google Slides and PowerPoint decks for reviews, QBRs, and recurring updates.

Documents

Google Docs, Word, and PDF reports with narrative, tables, charts, and images.

Spreadsheets

Excel and Google Sheets outputs for exports, tables, and operational reporting.

Dashboards

Share interactive or static dashboard views alongside the final narrative.

Email updates

Send data-driven summaries and stakeholder updates from reusable templates.

For teams that move faster

Fullpath logo
Johnson Group logo
Springboard Collaborative logo
AdAdapted logo
Engage logo
Idea Village logo
Teamspirit logo
Fullpath logo
Johnson Group logo
Springboard Collaborative logo
AdAdapted logo
Engage logo
Idea Village logo
Teamspirit logo
Tobey
Tobey Director of Analytics, Johnson Group

Weekly decks dropped from 3-4 hours to about 30 minutes, and the support has been second-to-none.

Kelly
Kelly Data & Analytics, Springboard Collaborative

Slideform helps us generate a large volume of reports efficiently, including more than 100 reports per month in busy season.

Ashlee
Ashlee Head of People

The customization options let us create tailored presentations that reflect our brand and make the reporting process much smoother.

Colton
Colton Client Success, AdAdapted

Slideform gives our campaign management process more speed, accuracy, and consistency.

4,000+

presentations made

80%

time saved

6,800

total hours saved

Read the latest

What are you waiting for?

Stop losing your team to slide mechanics. Ship reports in minutes. Put the hours back into the work that actually moves the business.

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