Skip to main content

​
Preparing your template

AutoScaled doesn’t generate generic slides. Every presentation is built from a template you provide. You can use your existing branded deck, complete with your fonts, colors, layouts, and logo placements. AutoScaled automates in your presentation software, maintaining your designs. Templates use placeholders like {{company}} or {{deal amount}} that get replaced with your CRM data during generation. There is a dedicated product page on how to prepare your template.
Before moving forward, it’s highly recommended to read how to prepare your template. Bringing your own templates prevents generic AI slop in your presentations.

Learn more about preparing your template

Turn existing PowerPoint and Google Slides into templates. See best practices for building your own templates.
The assistant opens a Google Drive picker where you browse and select a Google Slides or Microsoft PowerPoint template. You’ll see a thumbnail preview of the selected template.
User opening a Google Drive picker dialog to select their template from Google Drive

​
Mapping your data to your template

This is where you connect your data to your template. The assistant:
  1. Scans your template for all {{placeholder}} tags across text elements, tables, image alt descriptions, themes, etc.
  2. Lists each CRM or Spreadsheet field mapped to the placeholder
Table of placeholders mapped between a CRM and a presentation template
You stay in full control. Mappings can be removed, added, or edited.

​
Removing mappings between your data and template

AutoScaled uses artificial intelligence to map CRM and spreadsheet fields to your template placeholders. Mappings may not always align perfectly with your intent. For example, a placeholder like {{country}} could match multiple CRM fields such as “Billing Country” or “Company Country”. Review auto-mapped fields carefully and adjust where needed.
Removing mappings between data and template placeholders
You can easily remove any mappings by clicking the ”-” icon.

​
Adding additional mappings between your data and template

If you want to add additional mappings, provide the placeholder name and select the CRM or spreadsheet field (column) from the dropdown.
Adding placeholder mappings in AutoScaled
To save your extra mapping, click the “add” button:
Confirming additional placeholder mappings in AutoScaled

​
Editing mappings between your data and template

AutoScaled offers organization-wide default formatting of data which can be set in the “Field Mappings”. Users can customize formatting for each individual workflow. This will overwrite default settings. Formatting is different across CRMs and Spreadsheets:
  • CRMs: formatting adheres to organization-wide default or custom overwrites directly in AutoScaled
  • Spreadsheets: formatting adheres to how data is formatted in your CSV, Google Sheet or Microsoft Excel document
Typical default and custom formatting is related to three top categories:
  • Data Types: how to handle percentages, currencies, dates, booleans, numbers etc.
  • Media: how to handle images such as contain and cover
  • Links: how to handle links and their targets
To customize the settings of a field, click on the “pencil” icon:
Editing a mapping between your data and template
Then select how to handle the field or make it clickable:
Configuring custom handling and url targets
Pro tip: use dynamic link targets to enrich your placeholders. For example, pair a {{company}} placeholder with a “Website” target field. The placeholder renders the company name in your presentation while automatically linking to their site. This unlocks dynamic deep linking to any relevant resource, such as follow-up material, case studies, or product pages.
Different CRMs and integrations store data in different formats. For example: a currency in Salesforce might be displayed as “$100,000 USD” while the actual field stored is “100000”.To ensure you have maximum flexibility, we highly recommend setting up organization-wide data handling. This setup takes less than 5 minutes.
For a full list of all possible placeholders, mappings, and default data handling, refer to the “Field Mappings” page in the product documentation.

Learn more about field mappings and handling

Discover how placeholders are dynamically replaced with your CRM or spreadsheet data, for example, swapping {{first_name}} for “Sarah” or {{value}} for “$12,500”. See how to configure default data handling for common formats such as dates (e.g. April 5, 2026 vs 05/04/26) and currencies (e.g. USD, SGD, or EUR)

​
Confirming mappings between your data and template

Once all is set up according to your preferences, confirm the mappings:
Confirming the field mapping between data and template
Anything missing? Let us know at support@autoscaled.com and we’ll help you out!