# AutoScaled Documentation

> Documentation for AutoScaled — turn CRM data into personalized sales presentations with AI workflows.

## Docs

- [Spread the love ❤️](https://autoscaled.com/docs/community/spread-the-love.md): Share AutoScaled on LinkedIn, write a G2 review, or co-create a case study. Every referral helps us reach more teams. Pick your way and start now.
- [How to Manage Presentations in AutoScaled](https://autoscaled.com/docs/content-management/manage-presentations.md): Manage presentations in AutoScaled: filter, bulk rename, refresh Google Slides and PowerPoint, share, and export as PDF or PPTX. Read the docs.
- [How measuring presentation and deck engagement works](https://autoscaled.com/docs/content-management/measure-engagement.md): Measure presentation engagement per recipient in AutoScaled. Track views, unique views, downloads, and last-viewed dates. Open the analytics panel now.
- [How to present decks directly from AutoScaled](https://autoscaled.com/docs/content-management/present-decks.md): Present decks documentation for AutoScaled: open present mode, navigate slides, zoom, switch display modes, and share or export. Read the full guide.
- [How to share decks using links and branded landing pages](https://autoscaled.com/docs/content-management/share-content.md): Share presentations via direct links or branded content hubs in AutoScaled. Set passwords, restrict downloads, and manage recipient access. Read the docs.
- [AutoScaled Dashboard](https://autoscaled.com/docs/getting-started/dashboard.md): Monitor presentations generated, sharing metrics, credit usage, and upcoming workflows. All from one screen. Start exploring your dashboard now.
- [Connecting Data Sources in AutoScaled](https://autoscaled.com/docs/getting-started/data-sources.md): Link HubSpot, Salesforce, Attio, and Google Sheets to AutoScaled in one click. Learn OAuth setup, permissions, and webhook config. Start connecting now.
- [Set up Attio to Generate Sales Decks Automatically](https://autoscaled.com/docs/getting-started/data-sources/attio.md): Attio integration setup for AutoScaled: connect your account, configure scopes, and auto-generate sales decks from live CRM data. Start automating today.
- [Set up HubSpot to Generate Sales Decks Automatically](https://autoscaled.com/docs/getting-started/data-sources/hubspot.md): HubSpot integration setup for AutoScaled: connect your account, configure scopes, and auto-generate sales decks from live CRM data. Start automating today.
- [Set up Salesforce to Generate Sales Decks Automatically](https://autoscaled.com/docs/getting-started/data-sources/salesforce.md): Salesforce integration setup for AutoScaled: connect your account, configure scopes, and auto-generate sales decks from live CRM data. Start automating today.
- [Setting up AutoScaled](https://autoscaled.com/docs/getting-started/setup.md): AutoScaled product documentation for setup: register, connect a data source, configure OAuth, and launch your first workflow. Start your setup now.
- [AutoScaled Product Documentation](https://autoscaled.com/docs/index.md): Product documentation for AutoScaled: connect your CRM, automate personalized decks, and manage workflows at scale. Start your first workflow now.
- [Creating a Presentation Workflow from an AI Prompt](https://autoscaled.com/docs/presentation-automation/creating-a-workflow.md): Presentation workflows built through AI chat: describe your goal, connect CRM or spreadsheet data, map fields, and generate decks. Start building today.
- [Field Mappings: Format CRM Data in Your Presentations](https://autoscaled.com/docs/presentation-automation/field-mappings.md): Field mappings in AutoScaled control how CRM data renders in your decks. Set formats for currencies, dates, and more. Read the AutoScaled documentation now.
- [Track Your Deck Generation Process in AutoScaled](https://autoscaled.com/docs/presentation-automation/generation-process.md): Tracking deck generation in AutoScaled: monitor batch progress, check statuses, and stop live runs. AutoScaled product documentation. Read the guide.
- [Preparing a Presentation Template for Deck Automation](https://autoscaled.com/docs/presentation-automation/preparing-a-template.md): Preparing a template in AutoScaled: add {{placeholders}} to Slides or PowerPoint to map data from your CRM or spreadsheet. Start creating your template.
- [Reusing Workflows: Record Handling Options Explained](https://autoscaled.com/docs/presentation-automation/reusing-workflows.md): Reusing workflows in AutoScaled lets you control how records are handled: create & update, new records only, or always create new. Pick the right mode.
- [Running Workflows: Output Modes, Scheduling, and Triggers](https://autoscaled.com/docs/presentation-automation/running-workflows.md): Running workflows in AutoScaled lets you generate decks instantly, on a schedule, or via CRM trigger. Set output mode and start automating.
- [Selecting Your CRM or Spreadsheet Data Source](https://autoscaled.com/docs/presentation-automation/selecting-your-data.md): Data source setup: connect HubSpot, Salesforce, or upload CSV or Excel. Filter records by any field and preview before generating presentations. Start now.
- [Field Mapping & Placeholder Validation](https://autoscaled.com/docs/presentation-automation/validate-field-mapping.md): Field mapping connects your CRM or spreadsheet columns to template placeholders. Review auto-mapped fields, adjust where needed, and confirm.
- [How to Manage AI Content Workflows in AutoScaled](https://autoscaled.com/docs/presentation-automation/workflow-management.md): Workflow management in AutoScaled documentation: schedule, filter, share, and edit presentation workflows using AI. Read the docs to get started.
- [AutoScaled Personal Settings](https://autoscaled.com/docs/user-settings/personal-settings.md): Manage your AutoScaled account in one place. Update your profile, reset your password, and switch Light, Dark, or System themes. Start customizing now.

## OpenAPI Specs

- [openapi](https://autoscaled.com/docs/api-reference/openapi.json)

## Optional

- [AutoScaled Website](https://autoscaled.com/)
- [Blog](https://autoscaled.com/blog)
- [Video Guides](https://www.youtube.com/@AutoScaled)
- [Changelog](https://autoscaled.com/blog/changelog/)