Fill out a series of finance ratios in a form to populate a templated PowerPoint file. Each value will be inserted the designated location in the slides, removing the need to manually create board decks.
Create custom PPTX document template
Complete a webform
PPTX created with embedded form values
PPT file sent to the user via email
Tagged:
finance ops
document assembly
Created by: Catalytic
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Find this installable workflow in the Catalytic platform's Showcase Templates to start configuring this process for yourself.
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