AVG. SETUP TIME: 7 MINUTES

Build your first automated presentation workflow in minutes

Connect your data source, pick a template, and start generating personalized presentations automatically or on your schedule.

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AutoScaled

Platform

Presentations generated

2,478
+12% from last month

Upcoming workflows

6 upcoming workflows
New Lead Workflow
Form submitted
Weekly Business Review
Tomorrow, 9:00 AM

Teams get their first automated deck in under 7 minutes

4.8 rating
430K+ presentations generated

Additional Content

Before you begin

Everything you need to start is already within reach

What you'll need
You likely have most of this already.
  • Your AutoScaled account

    Free to start, no credit card required (create now)

  • A connected data source

    HubSpot, Salesforce, Attio, Google Sheets, Excel, or CSV

  • A presentation template

    Create a template with data placeholders (see how)

  • Key data fields you want to use

    e.g. contact name, company, deal value

What you'll get
Presentation automation live and running by the end of this guide.
  • A live automated workflow

    Runs on a trigger or schedule — no manual input

  • Personalised presentations

    Generated per contact, lead, or deal automatically

  • Instant shareable links

    Ready to send the moment a presentation is created

  • A reusable setup

    Duplicate it for other teams, cohorts, or use cases

TheAutoScaledsetup

Set up your first workflow

Four steps. No technical knowledge required.

Step 1 of 4~1 minute

Connect your data source

Your data stays where it is. We come to it.

Connect AutoScaled to the tool your team already uses. HubSpot, Salesforce, Attio, Google Sheets, Excel, or CSV. Setup takes under two minutes with no technical knowledge needed.

Data sourcesSelect your toolAuthenticate

Pro tip: Start with Google Sheets for the fastest first run. You can switch to your CRM once you're familiar with the flow.

AutoScaled

Platform

Data Sources

Manage your data sources

HubSpot

CRM Integration

Step 2 of 4~2 minutes

Filter your records

Not every contact needs the same presentation.

Define exactly which records trigger this workflow using conditions. Filter by industry, deal stage, region, or any field in your data source. Then select which data fields you want to pull through, keeping your presentations targeted and relevant to each recipient.

Quick CreateSelect integrationSelect recordsField Selection

Pro tip: Start broad with minimal filters. You can tighten conditions after reviewing your first batch of outputs.

AutoScaled

Platform

Record & field section

Filter records and select data fields

Filter 1

Created
Before
03/07/2026

Select fields

3
Company
Industry
First Name
Step 3 of 4~2 minutes

Map fields to your template

No coding. Just match your data to your placeholders.

Select your presentation template and map your data source fields to the placeholders inside it. AutoScaled will fill in every placeholder automatically when the workflow runs.

Select TemplateSelect from DriveValidate

Pro tip: Already have a presentation? Replace any text you want personalised with placeholders, using the exact same names as your data fields for seamless mapping.

Example mappings

  • First Name{{first_name}}
  • Company{{company}}
  • Deal Value{{deal_value}}
AutoScaled

Platform

Field Mapping

Select a template and validate field mappings

Selected template from Google Drive

{{Company}}
3 of 3 found

HubSpot field

Company

Sample: ACME

Placeholder

{{Company}}

HubSpot field

Industry

Sample: Retail

Placeholder

{{Industry}}

HubSpot field

First Name

Sample: Natalie

Placeholder

{{First Name}}
Step 4 of 4~2 minutes

Generate now, set triggers or schedule

Choose when AutoScaled does the work for you.

Decide how your workflow runs. Fire instantly when a record meets your conditions, run on a set schedule, or generate on demand whenever you need it. Zero manual input required for automated options once live.

Set titleAdd labelsSelect modeGenerate 🎉

Pro tip: Trigger-based is best for real-time sales flows. Scheduled is ideal for weekly reporting or batch outreach.

Run now

Generate whenever you need it: run once or as often as you like

Trigger-Based

Fires instantly when a new record matches your filters

Scheduled

Runs at a set time: daily, weekly, or custom

AutoScaled

Platform

Review & Generate

Review your workflow settings and choose how to run it

Source

HubSpot

Change

Template

Product Pitch

Change

Validation

3/3 Fields validated

Show Details

Presentation Title & Labels

Presentation Title

Customize how each generated presentation will be titled. Click field badges to insert placeholders.

CompanyIndustryFirst Name
Enter presentation title (e.g., Quarterly Report for {{company_name}})

Labels

Add labels to help organize and find your presentations later.

Enter label name...
Add Label
Run your first workflow

Start your 14-day Pro Trial • 5 min setup
No credit card required

From data to delivered

The full journey, from trigger to delivery

Connect

Data source

Authenticate with your CRM or data source

Match

Filters pinpoint the right records instantly

Build

Your template fills with live data fast

Ready

Presentation stored and instantly accessible

Delivered

Shareable link delivered to your recipient

Go further with AutoScaled

Your first workflow is just the starting point

Presentation Sharing
Share presentations with your audiences via dedicated links and landing pages
  • •Share links or landing pages
  • •See engagement metrics
  • •Set access controls
Share and measure presentations
Presentation Management
Manage your presentations effortlessly with organized libraries and version control
  • •Searchable presentation library
  • •Tag and organize by campaign
  • •Bulk edit multiple decks
Manage presentations at scale
Presentation Automation
Discover all presentation automation options and integrations
  • •Data to deck in seconds
  • •Trigger or schedule generation
  • •Your templates, auto-filled
See more automation options

Everything is ready. Start saving hours

Connect your first data source and have a workflow running before your next meeting.

A sales team in London generated 50 Q3 decks

Automate your content
Autoscale your business

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Start your 14-day Pro trial today • 5 min setupNo credit card required • Cancel anytime