If you're still manually copying metrics and pasting screenshots from Salesforce into PowerPoint or Google Slides—there’s a better way. Slideform's AI reporting agent automates the “last mile” of reporting.
Slideform is purpose-built to eliminate repetitive reporting work. Whether you're generating client-facing QBRs, internal performance summaries, or sales team updates, Slideform's AI agent can connect directly to your Salesforce account and generate dynamic reports on-demand or on a schedule.
In this post, we’ll break down how the Slideform AI agent works with Salesforce, how it differs from other AI tools, and how to set it up in just a few steps.
What is Slideform?
Slideform is an AI-enabled automation platform that links data from databases and dashboards to reports, slides, and documents. You use your own custom report template, and Slideform fills in the data. Automation is especially useful for reports that you create on a recurring basis each month or week.
Salesforce is a powerful CRM and marketing platform, but turning your account, opportunity, and pipeline data into formatted, client-ready presentations often remains a manual and time-consuming process. Built-in reporting—while strong for internal analytics—isn’t purpose‑built for external sharing, deck generation, or storytelling.
Slideform's Salesforce-compatible AI Agent solves this by automating:
Data collection – pulling the right KPIs and tables directly from Salesforce
Visualization – creating custom charts from Salesforce data
Formatting – inserting updated content into slide and report templates
Delivery – generating reports at scale, even across hundreds of accounts
Salesforce’s AI features like Einstein Discovery for Reports, or Salesforce’s Agentic AI platform—Agentforce, hint at what’s possible—but a dedicated AI reporting agent goes much further. Slideform is designed especially for reporting, not chatting or answering customer service questions. It handles templating, scheduling, and formatting while staying tightly integrated with your Salesforce CRM.
With Slideform's AI agent, your team can reclaim hours each week, ensure accuracy, and maintain consistency across all reports—without CRM-to-slide friction.
Sideform's AI reporting agent acts as a bridge between your Salesforce data and your report templates. Here's what it does under the hood:
Connects to Salesforce: Slideform securely connects to your Salesforce CRM to pull live data. Slideform's scope is limited to read-only access. It can fetch core CRM objects such as Accounts, Cases, Contacts, Leads, Opportunities, Products, and Users, and their associations, but it doesn't have the ability to edit the data in Salesforce. It does not use an MCP server for Salesforce, but instead has a proprietary integration custom-built for Salesforce.
Creates visuals: The Slideform analyst can create new tables, charts, and time-series graphs from your data using a prompt. The visuals can be formatted, colored, and resized to match your branding. Slideform does this by writing and executing a bespoke Python script to process and chart your data for you. Just ask it to create a chart and watch it go to work for you. Once the chart is done, you can embed it into a report.
{{top_deals}} or {{pipeline_total}}. The agent replaces these dynamically with data, text, charts, or tables.Scales across clients or teams: The same template can be reused with different filters—for example, by sales region, rep, or client—making bulk reporting fast and consistent.
Enables scheduled and on-demand reporting: Generate a deck instantly, or set it to refresh and deliver every Monday morning.
This level of automation goes beyond typical AI chatbots and text summaries. It's closer to having a full-time reporting assistant who never makes a mistake and never misses a deadline.
Slideform's AI agent for Salesforce reporting isn’t just a timesaver—it transforms how teams create, distribute, and scale their reporting operations. To create a new metric or chart, just enter a prompt in natural language. Then, use the Slideform interface to match that element to a placeholder in your slide deck template. Here are a few popular use cases:
Weekly Sales Team Review: Deliver scheduled internal updates showing KPIs like lead volume, pipeline progression, and opportunity conversion rates directly from Salesforce.
Count the number of closed won opportunities
Make a chart of sales over time
Create a table listing closed won opportunities
Slide template:
Slide output:
Other Use Cases -->
Client QBRs: Automatically generate quarterly business review decks using live Salesforce data, customized for each client’s industry, performance, and goals.
Sales Enablement: Create personalized pitch decks based on a prospect’s activity, lifecycle stage, and opportunity history—without sales reps needing to touch PowerPoint.
Onboarding Packets: Provide clients or internal teams with kickoff reports highlighting account ownership, first touchpoints, and onboarding milestones.
Time savings: Eliminate the hours spent copying data and formatting slides.
Consistency: Standardize reports across clients, teams, or regions with templated output.
Accuracy: Pull live data directly from Salesforce—no risk of outdated screenshots or missed metrics.
Scale: Automate 10 reports or 1,000 without adding headcount.
Brand control: Every report aligns to your company’s style guide, fonts, and color palette.
These improvements are especially impactful for agencies, sales ops teams, or RevOps leaders who are constantly churning out reports—but anyone who uses Salesforce data for communication will benefit.
There are a few ways teams try to solve the Salesforce reporting problem today:
Direct Salesforce integration with real-time data pulls
Templated, branded output in slide or document form with minimal effort
Can be triggered via Slideform app, API, or schedule
Handles chart rendering, text summaries, and layout placement automatically
Easily scaled—generate dozens or hundreds of customized reports at once
This approach is purpose-built for teams that need repeatable, structured, and client-ready reports, not just internal dashboards or AI "insights".
Setting up Slideform's AI agent for Salesforce reporting is easier than you might expect. Here’s what you need:
Authorize Slideform access via OAuth to allow the agent to read CRM objects (like Opportunities, Contacts, Pipelines), and custom properties. You control the scope and can revoke access anytime.
Use your existing Google Slides or PowerPoint deck as a starting point. Replace content blocks with placeholders like {{monthly_deals_closed}}.
Define which Salesforce data should populate each placeholder. This might include:
Query, filter and display CRM properties (e.g. Opportunity Name, Stage, Amount, Create Date)
Create new charts and tables with Slideform's AI Agent
Calculate aggregated metrics or calculated fields (e.g. total sales for the past week, number of new leads from a specific channel)
Choose how and when to run the report:
On-demand (via API or UI)
Scheduled (e.g. every Monday at 8am)
Bulk (e.g. generate 100 versions filtered by client or rep)
Slideform uses secure token-based authentication and does not store your report data unless configured to do so. Additional privacy and security information can be found in the Slideform Trust Center.
With Slideform, your team can generate polished, data-driven presentations automatically. Slideform scales with the number of reports you make, and there's no limit to the number of users, data sources, or report templates you can add. You can reuse the PowerPoint or Google Slides decks that you already have, and it's easy to schedule updates and generate new Slides.
With Slideform, Salesforce reporting doesn’t have to be a chore—automate it and focus on growing your success!