Keep customer commitments attached to the deal
Save explicit promises and dates from a new slide where the team can find them in Salesforce.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Commitments recorded in presentation notes can disappear from the shared customer history.
- Keep stated commitments with the related customer record.
- Make promised dates easier to revisit.
- Give teammates a shared reference for customer expectations.
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Salesforce once in Notis.
- 2Create an automation in the portal or tell Notis to create one from any channel.
- 3In one instruction, ask Notis to summarize only explicit customer commitments from new slides in a Salesforce note, attaching it to the account or opportunity identified in the slide or instruction.
- 4Pick the New Slide Added trigger and choose where run reports should go.
- 5Test with one real slide that names the customer record and commitment.
Questions about this workflow
Will it infer a promise from general roadmap language?
Ask Notis to capture only commitments stated explicitly. The slide should identify the related Salesforce account or opportunity.
Can I include the promised date in the note?
Yes. Tell Notis to preserve stated dates in the summary. The workflow does not change Salesforce fields.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Salesforce. A trigger fires from one place; an action lands in another.
Google Slides triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Google Slides and Salesforce, 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 Salesforce.