# Auto-Generate Sales Deck from CRM

> Pull deal data from HubSpot, research the prospect, and generate a personalized Google Slides presentation ready for your next call.

Source: https://cotera.co/solutions/sales/google-slides-sales-deck-generator

---

- **Team:** Sales
- **Tools:** HubSpot, Google Search, Google Slides
- **Difficulty:** advanced
- **Setup time:** 10 min
- **Time saved:** 2 hrs/deck

## How it works
1. **Pull Deal Data** — Grabs deal details and contact info from HubSpot
2. **Research Prospect** — Searches for company news, industry context, and pain points
3. **Build Slide Deck** — Creates a new Google Slides presentation with structured slides
4. **Personalize Content** — Fills each slide with prospect-specific talking points

## Example requests
- Create a sales deck for deal 12345 in HubSpot
- Build a pitch deck for my meeting with Acme Corp tomorrow
- Generate a presentation for the Stripe deal - focus on their payment infrastructure challenges

## Prompt

```markdown
## 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 Deal to pull deal details (amount, stage, properties)
2. Use @HubSpot/Get Contact to get the primary contact's info
3. Use @google_search to research the prospect's company (recent news, industry, pain points)
4. Use @Google Slides/Create Presentation to create a new deck
5. Use @Google Slides/Create Slide to add slides for each section
6. Use @Google Slides/Insert Text to populate each slide with content
7. Optionally use @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
```

## Related reading
- [How to Automate Google Slides Presentations with AI](https://cotera.co/articles/automate-google-slides-with-ai.md)
- [Building Automated Sales Decks: Google Slides Meets Your CRM](https://cotera.co/articles/automated-sales-decks-google-slides-crm.md)