Build sales proposals from new slides
Move from a tailored presentation to a ready to send proposal.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Why this helps
Sales teams lose time rebuilding proposal documents from presentation content.
- Reuse approved proposal structure
- Move faster from presentation to document
- Keep messaging consistent
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Docugenerate in Notis once.
- 2Create an automation named Slide to sales proposal.
- 3Describe how to turn the new slide into a proposal using your approved template.
- 4Pick New Slide Added as the trigger.
- 5Choose a report channel and test with one prospect slide.
Questions about this workflow
Can I keep proposal wording consistent?
Yes. Use a Docugenerate template and instruct Notis to follow its structure and tone.
Can Notis personalize the proposal?
It can personalize details that are present in the slide or supplied in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Docugenerate. A trigger fires from one place; an action lands in another.
Google Slides triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate documents as ZIP
Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
Generate document with merge
Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
Connect any two apps with Notis in the middle.
Google Slides and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docugenerate.