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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.

Paste it into your assistant. It tells you what it will send or change before it runs live.

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

  1. Every 15 minutes, ClickRuntime checks your Prospects folder in Drive for new CSV files.

  2. It reads each row of a new file.

  3. For each row, it copies your pitch deck and fills in the name, company and pain point.

  4. You get an email listing each prospect with their deck link.

  5. Handled files are remembered, so no deck is made twice.

Before it runs live

  • Connect Google Drive
  • Connect Google Slides

What you get

RunsOn a schedule
Make a personalised pitch deck for each prospect in a CSVtoday, 9:00Succeeded
Email · Decks ready24 personalised decks ready – Dana Park (Northwind Logistics): docs.google.com/presentation/d/…

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.
  • 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

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.
personalised_decks_from_csv_or_sheet_rows.pyexample
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?
name, company and pain, matching {{name}}, {{company}} and {{pain}} in your template. Extra columns can fill extra placeholders.
Where are the decks saved?
In a Decks folder you choose in Drive, named after each company.
Will it process the same CSV twice?
No. Each file is remembered once handled.
What permissions does it need?
Drive read+write; Slides write. Nothing else in your accounts is used.
Does it need AI?
No. It runs without AI, so it doesn't use your plan's AI allowance.
How many runs does it use?
One run each time it checks. Checks that find nothing new and stop right away aren't counted.
Can I change how it works?
Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

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