Google Slides
Presentations that update themselves from live data
If a deck is supposed to reflect this week's numbers, it's usually the one that lags behind them: you update the chart by hand, and it's stale again by the next meeting. Slides rounds out the file side of Docxster's workflow builder. You can pull an existing presentation, generate a new one from a template, or push fresh numbers into a chart that's already wired to a spreadsheet, so the deck updates itself instead of waiting on you to rebuild it.
How it works
You can have a workflow pull an existing presentation to work with, or generate a new one from a template instead of starting from a blank deck every time.
The action that does the most work day to day is refreshing charts on a slide that pull from a Sheet. Once you wire a chart to a spreadsheet range, a workflow can trigger that refresh whenever the underlying numbers change, so the deck never falls out of date between meetings.
Because Sheets sits in the same workflow builder, a Sheet your workflow just updated can feed straight into a Slides refresh in the same run. Your numbers and your deck stay in sync without a manual export step in between.
Where this is useful
Freight and logistics operations
If you run freight and logistics operations, you likely build a weekly rate or on-time performance deck for ops reviews. Once you wire that chart to the Sheet tracking your load manifests and carrier invoices, a workflow can refresh it automatically before each meeting instead of you rebuilding the chart from scratch.
Customs brokers
If your customs brokerage runs a client-facing compliance or volume review, you can build the deck from a template, then let a workflow refresh the charts tracking entry summaries and declared values whenever new data comes in, so the deck stays current without anyone touching it by hand.
Lending and mortgage
If you build a monthly pipeline or approval-rate review deck, you can wire that chart to a Sheet tracking loan applications and income verification submissions, then let a workflow refresh it automatically ahead of each review meeting instead of updating the chart yourself.
Manufacturing and procurement
If you build a monthly supplier spend or purchase order status deck from a template, you can wire the chart to a Sheet tracking purchase orders and GRNs, so the numbers refresh automatically before each review instead of someone updating the chart by hand.
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