Unlock the 6-figure AI + No-Code skillset here: https://bit.ly/ncu-pricing
UPGRADE YOUR SKILLS
No-Code Crash Course: https://bit.ly/no-code-crash-course
Airtable Essentials: https://bit.ly/airtable-essentials
Zap into Automation: https://bit.ly/zap-into-automation
TOOLS I USED IN THE VIDEO:
Sign up for a Make account: https://www.make.com/en/register?pc=sahil
TOOLS, SOFTWARE DEALS & GEAR (some of these links give me kickbacks—thank you!)
MAKE: https://www.make.com/en/register?pc=sahil
NOTION: https://affiliate.notion.so/m3yeogvoovh7
NOTION AI: https://affiliate.notion.so/7ehuifizzb5k-4y5a7
GLIDE APPS: https://join.glideapps.com/x7gbau1n5qot
SMARTSUITE: https://partners.smartsuite.com/g3qcmu91m3sy
AIRTABLE: https://airtable.com/invite/r/DJY7Ncnj
FILLOUT: https://www.fillout.com/?ref=sahil
WHAT TO WATCH NEXT
Make Crash Course: https://www.youtube.com/watch?v=lKkGewKvXdo&
Make Webhooks: https://www.youtube.com/watch?v=vV6OXv3-_IM
Custom GPTs with Make: https://www.youtube.com/watch?v=gTiSkbmn7pg
WORK WITH ME (FOR BUSINESSES)
My automation agency: https://www.sahilkhosla.com/
Sahil’s LinkendIn: https://www.linkedin.com/in/sahilkhosla/
Sahil’s Twitter: https://twitter.com/sahilkhosla
WHY ME?
I’m Sahil, a seasoned software engineer turned entrepreneur with over a decade of experience in the tech industry. My passion lies in teaching and empowering others to develop their skills, enhance their earning potential, or save time by automating and digitizing their work.
As a “jugaad expert” (google it), I bring innovative and resourceful solutions to the table, making complex technology accessible and practical for everyone.
ABOUT THIS VIDEO
In this video, I demonstrate how to automate the sales deck creation process using OpenAI, Make, and Google Slides. I walk you through my typical sales cycle and highlight which steps can be automated. You’ll learn how to set up a Miro board, use Google Slides templates, and integrate these tools to generate a personalized sales deck. We’ll cover the use of forms, processing data with OpenAI, setting up variables, and automating various steps including uploading company logos and generating final presentations. This video is ideal for anyone looking to streamline their sales process with the power of automation. Don’t forget to like and subscribe for more insights!
00:00 Introduction to Automating Sales Deck Creation
00:16 Understanding the Sales Process
01:02 Automating Initial Workflow Steps
01:42 Challenges in Automating Calls
02:02 Automating Deck Preparation
02:29 Creating a Template Deck
02:54 Using Google Slides and Make
04:19 Setting Up the Automation Workflow
09:34 Building the Fill Out Form
13:08 Testing the Form and Workflow
14:18 Integrating OpenAI for Data Processing
22:10 Generating the JSON Structure
22:32 Connecting JSON to Google Slides
22:49 Running the Module and Handling Data
24:00 Setting Up Goals and Bullets
25:30 Adding Pricing Information
28:15 Uploading Images to Slides
29:49 Deleting Unnecessary Slides
36:06 Generating and Downloading the PDF
41:35 Final Review and Troubleshooting
42:37 Conclusion and Next Steps
