Template presentation

• This template generates a sales follow-up presentation in Google Slides after a sales call recorded in Claap.
• The workflow is simplified to showcase the main use case.
• You can customize and enrich this workflow by connecting to the CRM, researching data online or adding more files in the presentation.
• The presentation template used in this workflow is available here.

Workflow configuration

• Create a webhook in Claap, by following this article.
• Edit the labels that trigger the workflow and route on the relevant presentation.
• Fill your Open AI credentials by creating an API Key in OpenAI Platform
• Edit the presentation personalization details (user set as editor, content, title)
• Fill your Slack credentials by following steps in this video.