Sales and marketing teams seeking efficient, hands‑free generation of personalized slide decks for each prospect from CSV lead lists.
Manually editing presentation decks for large lead lists is slow and error‑prone. This workflow fully automates:
| Step | Node | Purpose |
|---|---|---|
| 1 | New Leads Arrived | Detect new CSV uploads in Drive |
| 2 | File Type? | Filter for .csv files only |
| 3 | Download by ID | Download the CSV content |
| 4 | Create new Sheet | Create a Google Sheet to record lead data |
| 5 | Combine Empty New Document with CSV Data | Structure each lead record for slide creation |
| 6 | Merge Data for new Lead Document | Map template placeholders to lead values |
| 7 | Get all Leads | Retrieve sheet rows to iterate through each lead |
| 8 | MoveToLeadListFolder | Move processed CSV to an archive folder |
| 9 | Copy Slides Template | Make a copy of the master Slides deck |
| 10 | Create Custom Presentation | Replace placeholders in the copied deck with lead data |
| 11 | Add Presentation ID to Lead | Write the generated presentation URL back into the Sheet |
