Transform how your team creates decks with structured automation. Managers lay the groundwork by defining presentation architecture with placeholders and logic, while end users simply fill out a short form. Based on their responses, the platform automatically inserts the right slides and content, whether you’re building a sales deck, onboarding guide, or any tailored presentation.
Why this matters
Save hours of work - Never start presentations from scratch. Minimize manual edits while personalizing each deck.
Increased brand consistency - Ensure every presentation follows your company’s style and messaging.
Scale across teams - Managers set up the framework once, and anyone can reuse it.
Personalize effortlessly - Sales, onboarding, or regional decks can be tailored in just a few clicks.
How it Works
1. Managers define the framework Set up placeholders for elements such as client names, logos, industries, or regions. Create slide placeholders with variable groups (e.g., for slides about services, case studies, regional contact details).
2. Managers create a simple form with questions and predefined answers Example questions and answers:
Which industry does the client belong to?
Technology
Healthcare
Finance
Other
Which region should be included in the contact details?
North America
Europe
Asia-Pacific
3. End users complete the form Users simply select the relevant answers from the form instead of editing slides manually.
4. The platform generates the presentation automatically Based on the selections, the platform inserts the right slides, fills placeholders with the correct logos, text, or images, and delivers a polished, customized deck.
This can be helpful for example:
Sales Teams → Generate a fully customized client deck for example with industry-specific case studies and regional contacts in a few clicks.
HR & Onboarding → Deliver consistent new-hire presentations, automatically tailored to location or role.
Marketing & Training → Scale content across regions or product lines without recreating slides each time.
Qiuck step-by-step setup walkthrough
Define Your Purpose Kick off by clarifying what you're automating and why—e.g., crafting client-focused sales decks with dynamic fields like Client Name, Industry, Region, and Services Interest.
(Optional) Add Placeholders
Convert to Presentation Builder Change the presentation type in settings to Presentation Builder to unlock dynamic automation..
Create Variable Slide Groups Organize your slides into groups such as services, cases, and contact info. For example:
Case studies
Contact slides
CV slides, etc.
Build the Form Create a form in the Variable Slides → Associated Forms section:
Generate simple questions and answeres to guide your logic.
Use conditional logic to ask follow-up questions.
Apply Logic to Slide Groups Map form answers to corresponding slide insertions:
Example: If a user selects a specific industry, then insert the case study regarding that specific indusrty.
Apply Logic to Placeholders Enhance slides further:
Image Placeholders: Automatically display contextually relevant visuals based on selected services, eliminating the need for end-users to manually insert images.
Text Placeholders: Dynamically populate industry-specific terminology, contact information, and accurate pricing or currency based on user input.
Preview & Test Use the Preview button to simulate the user experience and ensure all logic works seamlessly from forms to content insertion.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
Static and dynamic content editing
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
How to customize formatting for each rich text
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
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