1.Detect updated spreadsheet row
Integrate Google Sheets and reporting data tools to capture key metric fields and report identifiers from each updated row.
Create portfolio review decks from updated sheet rows
Automatically detect updated portfolio rows across Google Sheets and generate chart images with QuickChart. Create and update decks in Google Slides, store them in Google Drive, then log runs and notify owners with Slack—so you can publish portfolio reviews without manual reporting.
How this automation builds your portfolio review decks
When portfolio rows get updated but decks stay unbuilt, review cycles slow down and stakeholders wait. This automation creates chart images, fills Google Slides templates, and stores and logs each deck while notifying owners—so your team can publish faster.
Google Sheetsor swap with your favorite app
2.Create chart images
Integrate QuickChart and analytics visualization tools to map metric fields to chart datasets and return image URLs.
QuickChartor swap with your favorite app
3.Populate presentation template
Integrate Google Slides and template design tools to map chart URLs into template chart fields and metric values into text fields.
Google Slidesor swap with your favorite app
4.Store deck in reports folder
Integrate Google Drive and file management tools to find or create the reports folder and move the deck there.
Google Driveor swap with your favorite app
5.Append run log row
Integrate Google Sheets and spreadsheet reporting tools to append a log row with report reference and timestamp.
6.Send portfolio review link
Integrate Slack and notifications tools to send a direct message to the configured owner with the presentation link.
Slackor swap with your favorite app
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Step 1
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Define the trigger
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