Automate your business reviews
Business reviewWeekly business review
{{week}}|{{date}}Weekly results per team
InputsInput metrics
OutputsOutput metrics
Follow these 3 steps to get started:
Storydoc focuses on interactive docs. AutoScaled automates CRM-driven personalized decks for sales teams
Storydoc outputs web-based decks shared via link. AutoScaled generates PowerPoint and Google Slides you own, populated from your CRM on a schedule. No demo call required.
Start your 14-day Pro trial today • 5 min setupNo credit card required • Cancel anytime
Storydoc | |
|---|---|
Bulk CRM generationBulk generation from CRM data | No |
Automation & schedulingWorkflow automation and scheduling | No |
PowerPoint & Google SlidesWorks with PowerPoint and Google Slides | No (web format only) |
CRM integrationCRM integration (HubSpot / Salesforce) | Yes (Team plan+) |
Sharing & trackingBranded sharing and tracking | Yes |
No-code setupNo-code setup | Yes |
Pricing | From ~$40/month |
Bulk CRM generationBulk generation from CRM data | Yes |
|---|---|
Automation & schedulingWorkflow automation and scheduling | Yes |
PowerPoint & Google SlidesWorks with PowerPoint and Google Slides | Yes |
CRM integrationCRM integration (HubSpot / Salesforce) | Yes |
Sharing & trackingBranded sharing and tracking | Yes |
No-code setupNo-code setup | Yes |
Pricing | Starts free |
| Feature | Storydoc | THE SMARTER WAY |
|---|---|---|
Bulk CRM generationBulk generation from CRM data | No | Yes |
Automation & schedulingWorkflow automation and scheduling | No | Yes |
PowerPoint & Google SlidesWorks with PowerPoint and Google Slides | No (web format only) | Yes |
CRM integrationCRM integration (HubSpot / Salesforce) | Yes (Team plan+) | Yes |
Sharing & trackingBranded sharing and tracking | Yes | Yes |
No-code setupNo-code setup | Yes | Yes |
Pricing | From ~$40/month | Starts free |
“It works exactly as described. Seeing the data populate the slides is a massive win.”
Business reviewWeekly business review
{{week}}|{{date}}Weekly results per team
InputsInput metrics
OutputsOutput metrics
Follow these 3 steps to get started:
See how end-to-end automated workflows save team members 10+ hours per week.
From your branded template to personalized deck in your client's inbox.
New Lead Added to HubSpot
Create personalized pitch deck instantly
Lead name, company, industry, and pain points automatically populate a tailored presentation. Shared via link within seconds of lead capture.
Every Monday at 9 AM
Update sales review presentation
Last week's metrics, top deals, pipeline changes, and team performance auto-populate. Stakeholders receive current data without manual updates.
Deal Moves to "Proposal" Stage
Generate custom proposal deck
Deal size, contract terms, pricing, and client-specific benefits populate a proposal template. Sales rep reviews and sends same day.