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š„ Who Is This For?
Sales and marketing teams seeking efficient, handsāfree generation of personalized slide decks for each prospect from CSV lead lists.
š What Problem Does This Solve?
Manually editing presentation decks for large lead lists is slow and errorāprone. This workflow fully automates:
- Importing and parsing CSV lead data
- Logging leads and outputs in Google Sheets
- Duplicating a master Slides template per lead
- Injecting leadāspecific variables into slides
š NodeābyāNode Breakdown
| Step | Node | Purpose |
|---|---|---|
| 1 | New Leads Arrived | Detect new CSV uploads in Drive |
| 2 | File Type? | Filter for .csv files only |
| 3 | Download by ID | Download the CSV content |
| 4 | Create new Sheet | Create a Google Sheet to record lead data |
| 5 | Combine Empty New Document with CSV Data | Structure each lead record for slide creation |
| 6 | Merge Data for new Lead Document | Map template placeholders to lead values |
| 7 | Get all Leads | Retrieve sheet rows to iterate through each lead |
| 8 | MoveToLeadListFolder | Move processed CSV to an archive folder |
| 9 | Copy Slides Template | Make a copy of the master Slides deck |
| 10 | Create Custom Presentation | Replace placeholders in the copied deck with lead data |
| 11 | Add Presentation ID to Lead | Write the generated presentation URL back into the Sheet |
āļø Preāconditions / Requirements
- n8n with Google Drive, Sheets, and Slides credentials
- A master Google Slides deck with placeholder tokens (e.g. {{Name}}, {{Company}})
- A Drive folder for incoming CSV lead files
āļø Setup Instructions
- Import this workflow into your n8n instance.
- Configure the New Leads Arrived node to watch your CSV folder.
- Enter your Google credentials in the Drive, Sheets, and Slides nodes.
- Specify the master Slides template ID in the Copy Slides Template node.
- In Create Custom Presentation, map slide tokens to sheet column names.
- Disable āKeep Binary Dataā in Copy Slides Template to conserve memory.
- Upload a sample CSV (with headers like Name, Company, Metric) to test.
šØ How to Customize
- Add or remove variables by editing the CSV headers and updating the mapping in Merge Data for new Lead Document.
- Insert an AI/naturalālanguage node before slide creation to generate more advanced and personalized text blocks.
- Use SplitInBatches to throttle API calls and avoid rateālimit errors.
- Add errorāhandling branches to capture and log failed operations.
š Security and Privacy
- The workflow uses placeholder variables for file and folder IDs, so no actual IDs are exposed in the template.
- Ensure OAuth scopes are limited to only the required Google APIs.