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About AutoScaled

AutoScaled is an AI-powered presentation automation platform designed for sales and marketing teams. It connects directly to customer relationship management systems and spreadsheets such as HubSpot, Salesforce, Google Sheets, and Excel. Using generative AI prompts, customizable templates, and agentic workflows, the tool automatically creates, personalizes, and updates PowerPoint or Google Slides presentations with live customer data. Teams can trigger bulk generation on demand or schedule automated refreshes, ensuring decks always reflect the latest information. The platform also enables the creation of branded share links for secure distribution and provides engagement tracking to monitor how recipients interact with the presentations. By automating repetitive slide creation tasks, AutoScaled helps teams save significant time, respond faster to prospects, and maintain consistent branding across all customer-facing materials while keeping data securely under the customer’s control.

Key features

  • Connects to CRM and spreadsheet platforms (HubSpot, Salesforce, Google Sheets, Excel)
  • Auto-generates PowerPoint and Google Slides presentations from live data
  • Personalizes presentations using AI prompts and templates
  • Supports bulk generation and scheduled refreshes
  • Creates branded share links for secure distribution
  • Tracks recipient engagement with presentations
  • Maintains brand consistency across all materials
  • Operates with data under the customer's control

Use cases

  • Automating sales proposal generation from CRM data
  • Refreshing quarterly performance reports from spreadsheets
  • Personalizing pitch decks for individual prospects in bulk

Pros

  • Eliminates manual slide creation by automatically populating templates with live CRM or spreadsheet data
  • Maintains consistent branding and design across all presentations
  • Supports bulk generation and scheduled refreshes for recurring decks like QBRs or proposals
  • Provides secure sharing with branded links and engagement tracking for recipients
  • Integrates with major CRMs (HubSpot, Salesforce) and spreadsheet tools (Google Sheets, Excel)

Cons

  • Requires existing PowerPoint or Google Slides templates to function
  • Dependent on the accuracy and structure of source CRM or spreadsheet data
  • May not fully replace highly customized or complex presentation workflows

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Frequently asked questions about AutoScaled

What is AutoScaled and who is it designed for?

AutoScaled is an AI-powered platform that automates the creation of sales and marketing presentations directly from CRM or spreadsheet data. It is designed for sales teams, marketing agencies, and operations professionals who need to generate recurring decks like business reviews, sales pitches, or client proposals at scale.

How does AutoScaled connect to my CRM or spreadsheet?

AutoScaled integrates directly with CRMs such as HubSpot and Salesforce, as well as spreadsheet tools like Google Sheets and Excel. Users can securely connect their data sources to fill templates with live information without manual input.

Can AutoScaled work with my existing PowerPoint or Google Slides templates?

Yes, AutoScaled allows users to upload their existing PowerPoint or Google Slides templates. The platform fills these templates with live data while preserving the original design, branding, and layout.

Does AutoScaled support bulk generation and scheduled updates?

Yes, AutoScaled enables bulk generation of presentations on demand and supports scheduled refreshes to ensure decks always reflect the latest data, such as for recurring QBRs or proposals.

How does AutoScaled handle data security and privacy?

AutoScaled emphasizes enterprise-grade security, ensuring customer data remains under the user's control. All slides are stored on the user's drive, and the platform does not store customer data, complying with GDPR and CCPA standards.

What kind of support or resources are available for getting started?

AutoScaled offers a setup process that requires no coding, along with documentation, a changelog, and direct support. Users can start for free or book a demo to explore the platform's capabilities.

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