Create presentations in Google Slides from new Clio contacts
Effortlessly create engaging presentations for your new contacts in Clio with this streamlined workflow. When you add a new contact in Clio, a tailored presentation from a Google Slides template will be automatically generated, ensuring you have a personalized and professional presentation ready for every new client or meeting. This seamless automation saves you time and helps maintain a consistent, high-quality style across your presentations.
Effortlessly create engaging presentations for your new contacts in Clio with this streamlined workflow. When you add a new contact in Clio, a tailored presentation from a Google Slides template will be automatically generated, ensuring you have a personalized and professional presentation ready for every new client or meeting. This seamless automation saves you time and helps maintain a consistent, high-quality style across your presentations.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Presentation From Template
Creates a new presentation based on an existing one and can replace any placeholder variables found in your template presentation, like {{name}}, {{email}}, etc.
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