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AutoScaled works best with templates generated in Google Slides or Microsoft PowerPoint. You can use your current design and simply add placeholders to your template. You do not require additional software or technical knowledge.

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2-minute full walkthrough of setting up templates

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Template placeholder locations

AutoScaled can dynamically find and replace placeholders with text, numbers, currencies, images, links etc. You can add placeholders in the following locations:

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Alphanumeric data placeholder placement

PlacementHowDescription
TextReplace in-line text with data
Text BoxesAlt description placeholderReplace entire text boxes with content
Speaker NotesInsert CRM or Spreadsheet data in Speaker Notes
ThemesUpdate theme elements via placeholders
Table (Cells)Replace individual cells with data

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Media data placeholder placement

PlacementHowDescription
ImagesAlt description placeholderReplace images using an image URL
(Use image address ending in .jpeg, .jpg, .png or .gif)
VideosAlt description placeholderAdd or replace videos via a video URL
(YouTube or video file link)

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URL data placeholder placement

PlacementHowDescription
URLInsert clickable links from fields
URL destinationNo placeholderSet link destinations directly in AutoScaled

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How to add placeholders

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Adding in text, cells, notes etc.

For non-media placeholders such as text, table cell data, speaker notes and theme elements; you simply type your placeholder where you want data to appear. Use double curly braces and a field name that matches what you will map in AutoScaled (for example {{company}} or {{deal_value}}). Each table cell should contain its own placeholder if you want different values per cell.
Adding placeholders to AutoScaled in Google Slides
The process is the same across Google Slides and Microsoft Powerpoint.
No reformatting after the fact. AutoScaled respects your slide design. If a placeholder is bold, your data comes in bold.

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Adding placeholders via alt attributes

For images, videos, and text boxes (shapes), set the placeholder in the element’s alt text (description) field in Google Slides or PowerPoint and not only in visible text. AutoScaled reads that alt text to know which field to fill (for example an image URL or video link). Use the same {{field_name}} style in the alt field so it lines up with your workflow mappings. To set the alt-text follow these steps: Step 1: Right click the target object (textbox, video or image) and select “Format Options”
Step 1 - Right click the target and format options
Step 2: Click on “Alt Text” in the right hand side navigation menu
Step 2 - Click on alt text in the right hand side menu
Step 3: Add the placeholder in the alt text description box
Step 3 - Adding the placeholder for media files
For media files, it’s important that the data source is a link:
  • Images: use a link to an image. Additional settings like ‘cover’ and ‘contain’ are available.
  • Videos: use a link to a video (including YouTube and Vimeo)
For text boxes, using alt text will replace the whole text box while adding placeholders in a textbox will just replace the placeholder. Additional information about default formatting is available in the field mappings section of the product document:

Field mappings, handling and formatting

Set specific formatting for currencies, numbers, timezones and media files. Decide how data is displayed in your presentations.
Anything missing? Let us know at support@autoscaled.com and we’ll help you out!