Create monthly client presentations and PDFs from requests
Create monthly client presentations and PDFs from requests
Your client report requests arrive as webhook payloads, leaving account teams without ready presentations. Get ready-to-share slides and a merged PDF linked back to the record same day.
Overview
Ad-hoc report requests shouldn't leave account managers scrambling to build decks. This flow turns each request into a templated slide deck and a merged project PDF that are linked to the source record, ready same day for client or internal review.