A client deck built from a call recording — automatically

The scenario takes a call recording, extracts the key points, pulls the deal data and assembles a finished deck, with a link in your messenger.

  • A deck ready right after the call
  • Deal data pulled in automatically
  • AI fills the slides from the conversation
  • The link arrives in your messenger
WebhookHubSpotEditor
Set it up for yourselfScriptera

How it works

Automating botHelp and Webhook takes no code: a ready-made scenario does the routine for you.

  1. Starts when: On new sales call recording
  2. Then: Extract call info
  3. Check: Select presentation template
  4. If yes: Set presentation id
  5. Then: Generate slide content
  6. Then: Format challenges
  7. Then: Duplicate presentation
  8. Then: Publish presentation
  9. Then: Set user as editor
  10. Then: Update presentation
  11. Then: Send to @user
  12. Then: Delete wrong currency slide
  13. Check: If there is a deal
  14. If yes: Get deal info
  15. Then: Select slide to delete

You can launch this botHelp + Webhook integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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