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Create prospect slide decks from team channel requests

Automatically monitor team channel deck requests across Slack and sales content tools. Create prospect slide decks and confirm links when create keyword requests arrive, prospect identifiers extract, or presentations finishβ€”so you can scale deck creation, organize deals, and notify the team without manual deck production.

How this automation creates prospect slide decks at scale

When deck requests arrive in a team channel, delays stall sales outreach and follow-up. This automation extracts prospect identifiers and creates slide decks and deal folders, then posts confirmation linksβ€”so your team can publish decks faster.

  1. 1.Monitors channel deck requests

    Integrate Slack and team channel monitoring to detect matching create deck requests and trigger the automation.

    Slackor swap with your favorite app
  2. 2.Extracts and normalizes prospect identifier

    Integrate Formatter by Zapier and message parsing to extract the prospect name from message text and normalize it for deck titles.

    Formatter by Zapieror swap with your favorite app
  3. 3.Creates presentations from templates

    Integrate Google Slides and deck templating to create three presentations and title them with the extracted prospect identifier.

    Google Slidesor swap with your favorite app
  4. 4.Creates prospect deal folder

    Integrate Google Drive and folder organization tools to create a new deal folder named after the prospect identifier.

    Google Driveor swap with your favorite app
  5. 5.Moves presentations into deal folder

    Integrate Google Drive and file management to move each newly created presentation into the new deal folder.

    Google Driveor swap with your favorite app
  6. 6.Sends channel confirmation with links

    Integrate Slack and team notifications to post a confirmation message with short links to the folder and presentations.

    Slackor swap with your favorite app

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The New York Times
Ruggable
Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

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Set up in minutes

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  1. Step 1

    Connect your tools

    Bring your apps together so information can move automatically between the tools your team already uses.

  2. Step 2

    Define the trigger

    Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.

  3. Step 3

    Automate and measure

    Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.

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David Laderberg, VP of Sales

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Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β€” I think we would have died or fallen back into oblivion.

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Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.

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