Create a presentation for each spreadsheet row

1. Initial Setup

Follow the Quick-start Guide to 1) connect your spreadsheet, 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: Spreadsheet or Datasource (Dashboard) Filter

3. Select the data source, then select the worksheet

4. Set the header row and select the rows to run. In the spreadsheet preview, select the header row. Then click to select the range of rows that you want to use to create presentations.

For example, I selected rows 2 -11 to create decks for a selection of the rental properties in my sheet.

5. Set filters (optional). Further refine the rows that will create decks.

In this example, I want to create slides for the year 2024 only. Filtering by year will limit the row selection shown above to only those rows where year = 2024.

6. Column mapping. Match each column in the data sheet to the appropriate placeholder (pragma) in the slide template. Columns that match the template are automatically mapped for you. 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.