How long does it take to set up presentation automation?
Most Sales Strategy teams have their first automated workflow running within 5 minutes. Connect your CRM, prepare your template in Google Slides or PowerPoint, and tell our content agent what sales decks you would like to automate. No coding or technical expertise required.
Do we need to change our existing strategy process?
Not at all. AutoScaled integrates seamlessly into your existing workflow. It doesn't replace your process—it automates the tedious parts, including reporting, so your team can focus on strategy. You keep building playbooks and defining strategy; we ensure those strategies and reports are executed consistently at scale.
Can we use our existing presentation templates?
Absolutely! We currently do not provide standard templates, and that is by design. We expect you to prepare your own Google Slides or Microsoft PowerPoint template with your existing brand assets and formatting. You maintain complete control over your brand, no generic presentations.
How does pricing work for strategy teams?
We offer transparent, tiered pricing that scales with your team. No hidden fees, no setup costs, no long-term contract. Cancel anytime. Find which plan is best for you on the
pricing page.
Which plan do you recommend for strategy teams?
The right plan depends on your use case:
Free is perfect for solo strategists testing presentation automation. You'll get 1 seat, 50 presentations per month, 5 workflows, and access to basic data sources to see how AutoScaled fits your process.
Plus works best for small strategy teams up to 3 people running regular hitlists and playbook deployments. You'll unlock CRM integrations, unlimited workflows, advanced triggers and scheduling, plus 150 presentations per user per month to automate personalized content at scale.
Pro is designed for larger strategy teams scaling their sales motion. Add unlimited seats, 500 presentations per user per month, smart conditional insights, shared credit pools across your org, and priority support.
Enterprise is tailored for large organizations with complex workflows and security requirements. Get unlimited presentations, SSO and SAML authentication, custom contracts, SLA agreements, and a dedicated account manager to support your team.
Not sure? Try our Pro plan free for 14 days—no credit card required.
Is there a team size minimum or maximum?
AutoScaled works great for teams of all sizes. Whether you're a solo strategist or a large strategy team, our platform scales with your needs. Most strategy customers have 3-10 person teams supporting large commercial teams (20+).
How do we measure if reps are actually using our playbooks?
AutoScaled tracks which templates (playbooks) get used, by whom, and how often. See adoption rates across the team, identify who's following strategy vs. going rogue, and correlate playbook usage with win rates.
What if we need to manually edit proposals before sending?
You can review and edit any proposal before it's sent, or set up fully automated workflows for routine proposals using pre-approved templates. The choice is yours, AutoScaled gives you the flexibility to match your approval processes.
How are data and integrations handled?
All data connections use secure API integrations with read-only access to your CRM. Your data never leaves your systems. AutoScaled only reads what's needed to populate presentations and doesn't store your customer data. Connections are encrypted end-to-end, and you can revoke access anytime from your account settings.
User access automatically mirrors the permissions defined in your CRM. For example, a user who can only access records for the "US Sales Team" in your CRM will only be able to use those same records in AutoScaled.
More information about our data handling, compliance, storage and security is available on the
data management page.
