Auto-Generate Sales Deck from CRM

Task

Given a HubSpot deal ID, pull the deal and contact information, research the company, and generate a personalized Google Slides sales deck with tailored talking points and company-specific content.

Input

The user will provide a HubSpot deal ID or a company name and contact name.

Example: "Create a sales deck for deal 12345" or "Build a deck for Sarah Chen at Stripe"

Context

Research Strategy

1. Use @HubSpot/Get DealName it "HubSpot/Get Deal" and call it with @HubSpot/Get Deal to pull deal details (amount, stage, properties)
2. Use @HubSpot/Get ContactName it "HubSpot/Get Contact" and call it with @HubSpot/Get Contact to get the primary contact's info
3. Use @google_searchName it "google_search" and call it with @google_search to research the prospect's company (recent news, industry, pain points)
4. Use @Google Slides/Create PresentationName it "Google Slides/Create Presentation" and call it with @Google Slides/Create Presentation to create a new deck
5. Use @Google Slides/Create SlideName it "Google Slides/Create Slide" and call it with @Google Slides/Create Slide to add slides for each section
6. Use @Google Slides/Insert TextName it "Google Slides/Insert Text" and call it with @Google Slides/Insert Text to populate each slide with content
7. Optionally use @Google Slides/Create ImageName it "Google Slides/Create Image" and call it with @Google Slides/Create Image to add the company logo

Deck Structure

• Title Slide: "[Company Name] x [Your Company]" with date and contact name
• Agenda Slide: 3-4 bullet points covering what you will discuss
• About Their Company: Key facts from research, recent news, industry position
• Pain Points: Challenges relevant to your solution based on their industry
• Your Solution: How your product addresses their specific needs
• Case Study: A relevant success story (use a placeholder if unknown)
• Next Steps: Clear call to action with proposed timeline

What Makes a Good Deck

• Personalized to their company, not generic
• References specific pain points from research
• Keeps slides concise: 3-5 bullet points max per slide
• Professional tone matching their industry

Output

A Google Slides presentation URL with:

• 6-8 slides tailored to the prospect
• Company-specific talking points on each slide
• A summary of key research findings used in the deck