Create a presentation for each CRM record

1. Initial Setup

Follow the Quick-start Guide to 1) connect your CRM data (Airtable, HubSpot, Salesforce), 2) upload a slide deck template, and 3) match data to the template. It is a good idea to test the automation a few times (using the Generate button) to ensure that the template is filled in correctly. 

2. Generate slides with Bulk Mode

Click Bulk Mode on the project card.     

The Bulk Mode page walks you through several steps.

1. Set Output Mode

Use this toggle to select between creating separate slide decks for each row or collating the slide results into a single presentation deck. The default is separate decks, as shown above.

2. Select the source of the submissions: Table from Datasource

3. Select the data source, then select the worksheet (table)

4. Apply filters to select the rows to run. 

5. Column mapping. Match each placeholder (pragma) in the slide template to the proper field in the table. If a data column is not used in the slide deck, just leave the pragma selection blank.

7. Save Configuration for future use (optional). Click Save Configuration and enter a name for this job. Saving the submission allows you to pull in the same settings when you want to run this bulk job again.

8. Create Presentations. Click Create Presentations to generate the decks. The results will be available in the Results section on the Slideform app.