I’ve created an automation that generates fully branded and personalized sales pitch decks using AI. I’ll show you exactly how.
I go through the entire process in the video below.
This powerful tool can save sales teams hours of work per lead by automatically producing tailored PowerPoint presentations based on prospect information. The automation can be triggered via messaging platforms like Teams or Slack, streamlining the sales process and allowing teams to scale their outreach efforts efficiently.
By leveraging AI to generate custom sales decks, sales teams can dramatically increase the number of high-quality proposals they send out, ultimately driving more business.
Setting Up the Automation
To begin setting up this automation, we need several key components:
- A boilerplate sales deck template
- Company profile information
- Prospect details and requirements
- Access to make.com for building the automation workflow
The boilerplate deck serves as the foundation, containing standard company information, services offered, and support methodologies. For this example, I created a 29-page presentation for a fictional web design agency called Pixel Perfect.
Preparing the Files
To make the automation work smoothly, we need to prepare and upload several files to OneDrive:
- The boilerplate PowerPoint presentation
- A text file containing company details and information about the discovery phase offering
- A text file with the prospect’s information, including their profile, request for quotation (RFQ), and any email exchanges
These files will be accessed by the automation to generate the personalized content for the sales deck.
Building the Automation in make.com
The automation is built using make.com, a no-code automation workflow software. The process involves several key steps:
1. Setting Up Variables
We start by setting up variables to store the URLs of our uploaded files. This allows easy access to the company profile and prospect information throughout the workflow.
2. Generating Initial Content
Using the OpenAI API, we generate the initial content for the first two slides of the presentation. This includes the title, subtitle, and introduction tailored to the prospect’s requirements.
3. Updating the PowerPoint
We then use an OpenAI Assistant to update the boilerplate PowerPoint with the newly generated content. This step involves some custom code to ensure the formatting and styling are maintained.
4. Generating Additional Slides
Next, we use another OpenAI API call to generate content for slides 15-23, which address the prospect’s specific requirements in detail.
5. Finalizing and Uploading
The final steps involve fetching the updated PowerPoint file and uploading it back to OneDrive, making it ready for use.
Triggering the Automation
To make the automation practical for daily use, we set up a trigger using Slack (or Microsoft Teams for business accounts). This allows sales team members to initiate the deck creation process by simply posting a message with the prospect’s information URL in a designated channel.
The Final Result
The end result is a fully branded, personalized sales deck that is generated in about a minute. The automation delivers a link to the completed PowerPoint file directly in the messaging platform, ready for the sales executive to review, edit if necessary, and send to the prospect.
