Create automated presentations with Pipefy and Google Slides

Isabelle Wuilleumier Salemme

Learn all about how a digital agency automated their project and campaign presentations by integrating Pipefy with Google Slides via Zapier.

One of the greatest things about using Zapier is that it enables users to easily integrate Pipefy with hundreds of other apps with no tech knowledge or IT support whatsoever.

Due to this flexibility and our resourceful users we’re always learning about new ways to integrate Pipefy and save time.

The integration we’re presenting today was brought to our attention by Raul Macedo, CEO at Mentores Digital and avid Pipefy user. Mentores is a renowned agency that designs and develops dynamic digital solutions for companies of all types and sizes.

Being an online marketing and design agency, Mentores is constantly producing project and campaign presentations for their customers. Even though they had presentation templates they used to guide the development of each new project, they faced a few difficulties when it came to enforcing the presentation standards.

When creating a new presentation, each campaign planner would edit the template, moving elements and writing the textual elements the way they thought was best, which ended up generating several presentations that didn’t respect the established standards.

They were looking for a strategy that allowed them to consolidate the information from their research into a compelling presentation.

According to Raul:

Besides saving time and effort, our main gain with this integration was setting a standard for both the information in the presentations (using the fields in Pipefy) as well as the visual aspect of using a Google Slides template.

Why integrate Pipefy with Google Slides?

Mentore’s CEO was looking for a solution that enabled him to easily add the information added to their campaign planning pipe without losing time in the process.

What he found was an integration that made his team’s life a lot easier. By integrating Pipefy with Google Slides they were able to replace the placeholders they added to the presentation template with the information from their pipe’s fields.

They even setup a condition so that presentations would only be created if the “generate campaign planning?” field was marked “yes”.

Enough said, let’s get down to business to learn more about how Raul and his team started saving a lot of time by automatically creating presentations.

Setting up the Pipefy – Google Slides integration in Zapier

Before setting the integration there are a couple of things you must know about how it works. The logic is simple: you’ll create a Google Slides template presentation with placeholders (the values between braces {{}}), just like the swot analysis slide below:

Via Zapier, these placeholders are each connected to a field in a pipe so that whenever a specific event happens (in our case, a card is moved and the information in a specific field matches our criteria), the placeholders are replaced with the corresponding information from the card’s fields and a new presentation is saved to your Google Drive.

To create our model integration, we’ve adapted the presentation the CEO of Mentores kindly shared with us and created a simplified marketing campaign planning pipe to match all the placeholders in our presentation.

So to begin with you’ll need to have a presentation with the placeholders already in place and a pipe from which you’d like to add the information to the Google Slides presentation.

After accessing your Zapier dashboard and clicking on the “Make a zap” button, the first step is choosing and setting up the trigger:

1. Setting up the integration’s trigger:

Our integration’s trigger app will be Pipefy and the trigger is “card moved”. After adding your Pipefy’s account information you’ll choose in which pipe you want Zapier to watch for moved cards, in our case, it’s the Digital Marketing Campaign Planning pipe.

Once you’ve chosen the pipe and tested the step to make sure it works (but before moving on to the action) we need to setup a filter (you can do so by clicking the + sign between the trigger and action). The trigger we chose (card moved) would watch the pipe for all moved cards, from any phase to any other phase.

Since we only want the cards moved to the presentation phase to trigger the action, we’ve created a radio button field in the phase directly before the presentation phase. It asks users to select the ‘yes’ option if they want to create a new presentation.

We chose to create a new filter to establish that the integration would only continue if the answer to the radio button field we’ve mentioned contained yes.

2. Setting up the integration’s action:

Our integration app of choice will be, as you may have already guessed, Google Slides. The action will be “create presentation from template”. According to its definition, this action:

Creates a new presentation based on an existing one and can replace any placeholder variables found in your template presentation, like {{name}}, {{email}}, etc.

This is why we’ve mentioned the structure of this integration. When creating the presentation template you need to establish where you want the information from the fields to be inserted.

Properly creating and placing the placeholders is essential to ensuring that the final presentation will come out looking as expected.

After selecting the app and the action you need to add/select your Google Slides account. Then it’s time to start setting up the presentation. The first three things you need to set up are:

  • The title of the presentation: you can use information from the pipe’s fields to customize the presentation’s title. We’ve added a ‘planning title’ field to the start form so we could include that information in the presentation and use it as its title;
  • Sharing: establish whether the presentation will be shared (anyone with the link will be able to view it) or private;
  • Template presentation: select which template from your Google Drive presentations you want to use.

After you select the template, Zapier will show a list of all your presentation’s placeholders.

You’ll need to select which field’s information you want to replace each one of the placeholders.

How to add images to the presentation:

Zapier provides the following instructions regarding adding images to a presentation:

To use images, create a text box in your template presentation that contains a variable. (e.g. {{company_logo}}) Then below, enter an image URL that starts with http:// or https:// and links to a PNG, JPEG or GIF.

Pipefy’s integration via Zapier doesn’t enable users to add images to the Google Slides template by attaching them to the card yet. We suggest that users host the images externally and add the URL to the fields matched with the placeholders.

Google Slides automatically recognizes URLs that end with image extensions and replaces them with the corresponding images.

Once you’re done matching the fields, Zapier will run a test before you can save and turn your zap on.

After you finish setting everything up, go back to the pipe and move a card to trigger the integration. Zapier will automatically generate a new presentation replacing the placeholders with the fields’ information and save it to your Google Drive.

Check out the images of how this integration works below. On the left, the slide in the template presentation with the placeholders. On the right, the presentation created via Zapier with the information from the fields.

We hope this integration is useful and that it helps you and your team save time creating automated presentations.

If you want to learn more about connecting Pipefy to other apps via Zapier, click here to access out knowledge base or here to check out our previous integration articles.

Written by
Isabelle Wuilleumier Salemme
Head of Customer Support @Pipefy. She uses her extensive Pipefy knowledge to help users make the best of Pipefy via support and writing informative content pieces. Besides being in charge of support, she's an avid reader, a coffee lover, and a professional photographer.

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