Client Presentation Generator: Brief → Video Pitch

advanced20 minPublished Mar 8, 2026
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Convert client project requirements into professional video presentations with supporting visuals and scripts using Luma's creative AI agents.

Workflow Steps

1

Notion

Structure client brief database

Create a Notion database with fields for client name, project scope, budget, timeline, key stakeholders, and specific requirements. Use templates to ensure consistency across all briefs.

2

Make

Monitor for new client briefs

Set up a Make scenario that triggers when a new client brief is added to your Notion database. Filter for briefs marked as 'Ready for Pitch' status.

3

Luma Agents

Generate presentation materials

Use Luma's Unified Intelligence to create a cohesive presentation package: compelling script, supporting visuals, background music, and a polished video presentation that addresses the client's specific needs and demonstrates your understanding of their project.

4

Dropbox

Organize deliverables by client

Automatically save all generated materials to client-specific Dropbox folders with standardized naming conventions. Include separate folders for raw assets and final presentation.

5

Calendly

Schedule follow-up meetings

Generate a personalized Calendly link with the client's name and project details, then automatically send it via email template along with the presentation materials for immediate scheduling.

Workflow Flow

Step 1

Notion

Structure client brief database

Step 2

Make

Monitor for new client briefs

Step 3

Luma Agents

Generate presentation materials

Step 4

Dropbox

Organize deliverables by client

Step 5

Calendly

Schedule follow-up meetings

Why This Works

Luma's ability to coordinate multiple content types ensures professional, cohesive presentations while the automation pipeline eliminates repetitive tasks and reduces time-to-pitch from hours to minutes.

Best For

Agencies and consultants creating client pitch presentations

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