1.Triggers on deal property update
Integrate HubSpot and CRM automation to detect deal property change and retrieve deal fields to start tailored content creation.
Create tailored sales presentation for assigned deal owner
Automatically monitor deal property updates across HubSpot and sales content tools. Create and update tailored presentation files when deal property flips or new call context arrives or deal ownership changes—so you can generate slide content, place decks in client folders, and assign the right follow-up without manual deck work.
How this automation accelerates your sales follow-up
When deal property updates and call transcript context land without a deck ready, delays can cost pipeline momentum. This automation analyzes transcript inputs and creates tailored slides, then places files in Drive and updates the deal so your team can follow up faster—without manual deck building.
HubSpotor swap with your favorite app
2.Finds company and primary contact
Integrate HubSpot and CRM lookups to find associated company and contact to centralize client name and folder hint.
3.Generates slide copy and bullets
Integrate ChatGPT (OpenAI) and transcription analysis to analyze transcript and deal facts to produce slide copy and bullets.
ChatGPT (OpenAI)or swap with your favorite app
4.Creates presentation from template
Integrate Google Slides and template fields to create the deck and map generated titles into the right slide layout.
Diapositives Googleor swap with your favorite app
5.Places presentation in client folder
Integrate Google Drive and file organization to move or create the presentation in the client folder for easy sharing.
Google Driveor swap with your favorite app
6.Creates task and updates deal
Integrate HubSpot and CRM follow-up to create a task or update the deal with the presentation link and assign it to the owner.
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