Create Personalized Lead Presentations Automatically

Automate Personalized Presentations Creation for New Leads in Google Drive

This workflow automates the generation of customized presentations based on new lead data stored in Google Drive and Google Sheets. It streamlines the process from detecting new files to creating tailored slide decks and updating lead records.

Workflow Steps:

1. Triggered by new files in a specific Google Drive folder, it detects and processes incoming lead data files.

2. Checks the file type to verify if it is a CSV or XLSX.

3. Extracts data from CSV or Excel files. If the file is CSV, it combines this data into a new Google Sheets document.

4. Creates a new Google Sheet titled with the current date for organizing lead data.

5. Retrieves existing leads from Google Sheets and appends new data, maintaining an up-to-date lead list.

6. Copies a template Google Slides presentation for each new lead, customizing it by replacing placeholder text with lead-specific information.

7. Moves processed files to a designated folder for organization.

Practical Use Cases:

– Automate sales presentations for new leads.

– Personalize outreach materials efficiently.

– Maintain organized lead and presentation records.

This workflow enhances productivity by automating repetitive tasks involved in lead management and presentation creation, ensuring timely and personalized communication with prospects.