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How to automate slide creation and updates

 

What is Slide Automation?

Slide automation, sometimes referred to as PowerPoint automation or mail merge for slides, automates the workflow you use to fill in or update data, charts, images, and text in a PowerPoint or Google Slides deck. This automation process is ideal for creating recurring slide decks that follow a template, like QBRs, client reports, sales reports, and proposals.

Create Presentations & Reports Automatically

Slideform automates reporting by pulling data from your sources to generate customized slide decks for your clients and stakeholders. See how much time and effort your team can save with the power of automation.
 

See how it works:

 

What are the benefits of slide automation?

 The primary reasons to use slide automation to automatically update your slide decks are:
 

  1. ensure data accuracy

  2. save valuable time

  3. improve quality control

  4. enforce branding and style guidelines

  5. provide a central repository for shared slides and templates

 
 

What slide automation does not do

Slide automation is different from automatically advancing your slides during a slideshow. It refers to creating the slide deck itself.

Some experimental sites can generate slide designs and content using AI. While this is cool, it is not a practical solution for enterprises that need to fill in specific data on slides or follow branding and style guidelines.

 

Who can use slide automation?

 Slide automation is most helpful for teams that create different versions of a slide deck over and over. Some great examples are: 

  • Agencies that create data-intensive client reports

  • Analytics teams that create slide decks for internal reporting

  • Customer success teams that create Quarterly Business Reviews for clients

  • Sales teams that create customized client proposal decks

  • Contract managers that provide progress and performance reports to the client

  • Professional services teams that create quarterly or monthly reports for clients

Check out our Blog for more examples and case studies.