Automate Repeated Slides & Decks

Bulk Mode Automation Patterns

Which Automation Pattern do you need?

Starting with a Spreadsheet

One deck per row

Use this pattern when you want a separate presentation for each spreadsheet row. Examples: Sales Proposals, Client QBRs, Survey report

Guide: Create a presentation for each spreadsheet row

One slide per row

Use this pattern when you want to repeat the same slide layout for each spreadsheet row. Examples: Employee/Applicant Profiles, Inventory or Product list, Overview of all accounts / tickets

Guide: Create a slide for each spreadsheet row

Starting with a Dashboard

One deck per value

Use this pattern when you want a separate presentation for each dashboard filter value. Examples: Client QBRs, Campaign performance decks

Guide: Create a full presentation for each filter value

One slide per value

Use this pattern when you want one deck with one slide repeated for each dashboard filter value. Examples: Overview deck with details for each Campaign, Customer, or Department

Guide: Create a slide for each dashboard filter value

Starting with a CRM Table

One deck per table row

Use this pattern when you want a separate presentation for each CRM entry. Examples: Sales Proposals, Onboarding or Account Handoff Deck, QBRs

Guide: Create a full presentation for each entry in CRM

One slide per table row

Use this pattern when you want a single deck with a slide  for each CRM entry. Examples: Sales review deck with details for each Open Opportunity, Account health overview

Guide: Create a slide for each CRM entry