Use Cases
- Automate the creation of personalized sales presentations for leads.
- Streamline the process of managing lead data from CSV files.
- Enhance engagement with potential clients through tailored presentations.
How It Works
Monitors a designated Google Drive folder for new lead files. Downloads lead data from CSV files and extracts relevant information. Creates a new Google Sheets document to organize lead data. Generates custom presentations in Google Slides using lead information.
Setup Steps
- 1Import the workflow template into your n8n instance.
- 2Connect your Google Drive and Google Sheets accounts.
- 3Specify the folder to monitor for new lead files.
- 4Set up the presentation template in Google Slides.
- 5Test the workflow to ensure it functions as expected.
Apps Used
Google Drive
Google Sheets
Google Slides
Categories
Industries
Tags
#document automation
#process automation
#workflow management