Dynamic Pitch Deck Refresher (Gamma + HubSpot + Google Sheets + Slack)
A fully designed 6-slide Gamma presentation (in PDF format) summarizing the latest quarter’s sales and performance data — automatically refreshed, stored in Google Drive, and shared with the sales team via Slack.
This workflow automatically generates a professional quarterly sales pitch deck using Gamma, powered by real-time data from HubSpot deals and Google Sheets KPIs. It calculates performance metrics, prepares a data-driven presentation, and notifies the sales team upon completion.
Documentation
This workflow automates the creation of a quarterly sales pitch deck using Gamma, powered by data pulled from HubSpot deals and Google Sheets KPIs. It’s designed for sales teams, managers, or marketing leads who want to automatically generate visually appealing, data-driven presentations without manually updating slides. By running every quarter, it ensures that your sales materials stay up-to-date and ready for client meetings or internal reviews.
- Triggers automatically every quarter based on a set schedule.
- Fetches recent closed deals from HubSpot (past 90 days).
- Pulls KPI data such as ARR, QoQ Growth, and Deal Count from Google Sheets.
- Calculates and merges all data into a formatted prompt for Gamma.
- Generates a professional 6-slide Gamma presentation and exports it as PDF.
- Uploads the deck to Google Drive and sends a Slack notification to the sales team.
Benefits for Customers / Users
- Instant Sales Insights – Automatically compiles key performance data and trends into a single presentation.
- Hands-Free Deck Generation – Eliminates repetitive manual editing of pitch slides every quarter.
- Professional Presentation Output – Uses Gamma’s AI to create visually polished, on-brand decks.
- Team-Wide Visibility – Sends automatic Slack updates with metrics and links for easy access.
- Time & Effort Savings – Reduces the workflow of generating reports from hours to minutes.
Requirements
1. Google Sheet (KPI Source)
Must include columns:
- Quarter
- Revenue / ARR
- Closed Deals Count
- Average Deal Size
- QoQ Growth (%)
2. HubSpot CRM
- Must have deal properties like dealname, amount, closedate, and dealstage.
- Connected via HubSpot OAuth in n8n.
3. Gamma API Key
- Required for presentation generation (X-API-KEY header).
- Must have access to gamma.app API endpoint.
4. Google Drive Folder
- A dedicated folder for uploading and storing generated pitch decks.
- Folder ID required in the workflow node configuration.
5. Slack Workspace
- Connected via OAuth2 in n8n for team notifications.
- Channel ID or name must be specified for posting messages.
