The Slides application is great for leveraging information stored in your tables to populate variable components of a PowerPoint.

In a few simple steps, you can push data from a record in a table to an existing PowerPoint template.

To start, install the application to your workspace table. This will require Admin level permissions.

Determine which various components of your PowerPoint align with a field in your table. For example, if there are areas in your PowerPoint containing a recipient’s name, and the name is stored in a field in your table, it’s a great candidate for a placeholder.

Placeholder syntax is structured as the capitalized field name enclosed in curly brackets. Any spaces or non-alphanumeric characters are replaced with an underscore. For example, a field called "Client Name" would be structured as {CLIENT_NAME}

The following example shows the syntax saved in a PowerPoint template compared to what is exported into the final PowerPoint.

A complete guide on structuring placeholder syntax, including building relationships to access data across database tables, inserting images, and formatting options are available here.

Once the PowerPoint containing the placeholder syntax is complete, it should be stored in the Slides app as a new template for the corresponding table.

Uploading and saving a new template will require Admin level permissions.

To save the new template:

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After selecting a record from the table, navigate to the Slides app panel, and export using the template of your choice.

Please Note: The maximum number of files you can export from the Slides app is 200.

We’d love to hear from you. If you have any feedback on product enhancements or additional questions, email the team at PitchlySupport@pitchly.com.