HubSpot → Claude → Google Slides: Sales Deck Generator

Connect to your HubSpot CRM and configure the trigger for deals reaching a specific pipeline stage (e.g., 'Proposal Sent'). Pull the company profile, deal value, industry, pain points logged in notes, previous interactions, and any custom properties relevant to your pitch.

Consolidate the HubSpot data alongside industry benchmark data and competitive intelligence stored in a shared Google Sheet. This step normalizes the data into a structured format that includes company size, revenue range, known competitors, and relevant case studies from your portfolio that match the prospect's industry.

Send the structured deal context to Claude with a prompt that generates a company-specific value proposition, ROI estimates based on deal size and industry benchmarks, competitive differentiators, and three key talking points. Include your product positioning guidelines to ensure brand consistency.

Use a branded Google Slides template and populate it with the generated content. Map value propositions to the hero slide, talking points to individual slides, and ROI data to a summary slide. The finished deck is saved to a shared drive folder and linked back to the HubSpot deal record.

Post a notification to the sales team's Slack channel with a link to the generated deck, a brief summary of the prospect profile, and the suggested talking points. Tag the assigned account executive and their manager so the deck can be reviewed and customized before the meeting. Include a direct link to the HubSpot deal for quick context.