On a schedule
Make a personalised pitch deck for each prospect in a CSV
Drop a prospect list in Drive and each prospect gets their own copy of your pitch deck with their name, company and pain point filled in.
- Runs
- On a schedule
- Apps
- Google Drive, Google Slides
- AI
- Not needed
- Access
- Drive read+write; Slides write
Send this to your assistant
Create a ClickRuntime automation: every 15 minutes, check my Drive 'Prospects' folder for new CSV files; for each row, copy my pitch deck with their name, company and pain point filled in, and email me the list of links.
First time? Adding ClickRuntime to your assistant takes about two minutes.
Why use it
Why teams use this automation
Outbound sales works better with a deck that names the prospect and their problem, but making thirty copies by hand and editing each takes a full day, so most teams send the generic version.
Generating one copy per row from a simple CSV makes personalised decks as easy as exporting a list, so every prospect sees their own name and problem on the first slide.
What you get out of it
Personal decks at list scale
Thirty personalised decks take minutes, not a day.
Same design every time
Each copy comes from your master template, so branding stays consistent.
Just drop a file
Exports from your CRM or a spreadsheet work as they are.
Links in one email
You get every deck link in a single list, ready to paste into outreach.
How it works
What happens, step by step
Every 15 minutes, ClickRuntime checks your Prospects folder in Drive for new CSV files.
It reads each row of a new file.
For each row, it copies your pitch deck and fills in the name, company and pain point.
You get an email listing each prospect with their deck link.
Handled files are remembered, so no deck is made twice.
Before it runs live
- Connect Google Drive
- Connect Google Slides
What you get
Build your own
Need it to work differently?
Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.
Changes you can ask for
- Act only on the items that match your own rules, and skip the rest
- Add an AI step, for example to summarize, sort or draft a reply
- Add another app, for example also send it to Slack
- Combine it with other Google Drive and Google Slides steps into one automation
Under the hood
The code that runs this automation
import csv, io
from google.oauth2.credentials import Credentials
from googleapiclient.discovery import build
from clickruntime import on_trigger, credentials, http, state, notify, report_fetched
TEMPLATE_ID, IN_FOLDER, OUT_FOLDER = "your-template-id", "prospects-folder-id", "decks-folder-id"
@on_trigger
def run(event):
drive, done = build("drive", "v3", credentials=Credentials(credentials.connection("google", "work")), cache_discovery=False), set(state.get("done") or [])
files = [f for f in drive.files().list(q=f"'{IN_FOLDER}' in parents and mimeType='text/csv' and trashed=false").execute()["files"] if f["id"] not in done]
report_fetched(len(files))
if not files:
return {"summary": "Nothing new"}
slides, links = build("slides", "v1", credentials=Credentials(credentials.connection("google", "work")), cache_discovery=False).presentations(), []
for f in files:
for row in csv.DictReader(io.StringIO(drive.files().get_media(fileId=f["id"]).execute().decode("utf-8-sig"))):
deck = drive.files().copy(fileId=TEMPLATE_ID, body={"name": f"Northwind for {row['company']}", "parents": [OUT_FOLDER]}).execute()["id"]
slides.batchUpdate(presentationId=deck, body={"requests": [{"replaceAllText": {"containsText": {"text": "{{" + k + "}}"}, "replaceText": v}}
for k, v in row.items()]}).execute()
links.append(f"{row['name']} ({row['company']}): https://docs.google.com/presentation/d/{deck}")
done.add(f["id"])
notify.email_me(f"{len(links)} personalised decks ready", "\n".join(links))
state.set("done", list(done))
return {"decks": len(links)}FAQ
Common questions
What columns does the CSV need?
Where are the decks saved?
Will it process the same CSV twice?
What permissions does it need?
Does it need AI?
How many runs does it use?
Can I change how it works?
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