Create finance ratios presentation

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.

Workflow steps in Catalytic

Create custom PPTX document template

1

Complete a webform

2

PPTX created with embedded form values

3

PPT file sent to the user via email

4

Tagged:

finance ops

document assembly

Created by: Catalytic

Already a Catalytic user?

Find this installable workflow in the Catalytic platform's Showcase Templates to start configuring this process for yourself.