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
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Find this installable workflow in the Catalytic platform's Showcase Templates to start configuring this process for yourself.
This Catalytic workflow converts amounts for 50+ international currencies, utilizing an exchange rate API.
Use Catalytic to orchestrate the closing of the books each month, creating more time for deeper financial analysis.
Catalytic can send performance reviews to employees and managers, then automatically aggregate data and remind non-responders.