Sales

Pitch Deck Agent

When a deal moves to Proposal in HubSpot, a branded deck draft lands in Google Slides in under 10 minutes. No manual slide work needed.

HubSpotGoogle SlidesNotionBrand Style Guide
Pitch Deck Agent

Typical workflow

A rep books a discovery call and moves the deal to Proposal in HubSpot. Within minutes, the agent reads the deal, checks the prospect's industry and size, and picks 2 or 3 case studies from your Notion slide library. It fills your brand Google Slides template and creates the file in your shared drive. The rep reviews the draft, makes any tweaks, and sends it. The whole manual slide-building step is gone.

How it works

1

Step 1

When a HubSpot deal moves to the Proposal stage, the agent reads the deal data: company name, industry, deal size, and any notes your rep has logged.

2

Step 2

It pulls matching case studies from your Notion library and selects the slides that fit the prospect's industry and company size. It applies your brand template from Google Slides.

3

A draft deck appears in a pre-named Google Slides file

A draft deck appears in a pre-named Google Slides file. Your salesperson gets a Slack or email notification with the direct link.

Why this is not ChatGPT

  • ✓
    The agent reads live HubSpot deal data and writes a completed deck back into Google Slides. ChatGPT cannot connect to either tool.
  • ✓
    It triggers automatically when deal stage changes. No human has to remember to start it.
  • ✓
    The output uses your actual brand template and pulls from your own case study library, not generic examples.

Typical Build

14days

Best fit for

Agencies that send 5 to 30 proposals a month using a consistent deck format. Works best when your case study library is already organized in Notion or Google Slides with tagged industry and service fields.

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