The Scenario
Your consulting firm delivers a standard deliverable at the end of every engagement: a branded slide deck customized with each client's name, revenue data, and KPIs. You have 20 active clients. Their data lives in an Excel workbook — columns A through D, one row per client. The master template lives in Google Slides. What doesn't exist yet is any of the 20 individualized decks, which are due to go out by end of day Friday.
The bad version:
- Open the master template, make a copy, rename it with the client's name, click into the title text box, type the client name from the workbook
- Switch back to Excel, read the revenue figure from column B, switch back to the deck, find the revenue placeholder, replace it, repeat for KPIs in columns C and D
- Do this 20 times, then send yourself a "check all 20 decks" reminder because you know deck 7 is where you'll have made the typo
Twenty decks means sixty placeholder replacements minimum. The last few always happen fast and sloppy because you've been doing it for two hours and you stopped checking carefully after deck 12.
That's not a workflow problem — it's a tax on your attention. And attention is what you're actually selling.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the data in your workbook and, through its Google Slides integration, can copy your master template and replace placeholders with row data — one deck per client, all in one request.
For each row in columns A through D of my Excel sheet, copy the Google Slides template with the ID in cell F1, replace the client_name placeholder with column A, revenue with column B, and kpi_1 and kpi_2 with columns C and D, then write the new presentation URL to column E
What You Get
- One new Google Slides presentation per row, named with the client name from column A
- Placeholder text replaced with the exact values from each row's columns
- The URL for each new deck written to column E, so you have a complete link list without a separate tracking step
- Any rows with empty placeholders flagged in column F with a note rather than silently skipped
What If the Data Is Not Quite Ready
Revenue figures are formatted inconsistently across rows
Some rows have "1.2M," some have "1200000," some have "$1,200,000." The placeholder will land whatever string is in the cell.
Before creating the decks, normalize all values in column B — convert any values in millions notation to full integers and strip currency symbols — then copy the template and replace placeholders with the cleaned data
The master template has been updated and placeholder names changed
Last quarter it was {{client_name}}, now it's client_name_here. Your prompt references the old names.
Check the current placeholder names in the template with ID in cell F1, then for each row in my Excel sheet replace the placeholders you find with the values from columns A, B, C, and D in that order
Client rows are mixed — some are active, some are archived
You only want decks for rows where column E currently says "Active."
For each row in my Excel workbook where column E is "Active," copy the slide template from cell F1, replace placeholders with data from columns A through D, and write the new presentation URL to column G
Full kill chain: clean data, filter rows, build decks, and log results
Check column B for formatting inconsistencies and standardize to full integers, then for each row where column E is "Active," copy the template from F1, replace client_name, revenue, kpi_1, and kpi_2 placeholders with values from columns A through D, write the new deck URL to column G, and note any rows that failed in column H
The efficiency here isn't just the deck creation — it's that cleanup, filtering, and generation happen in one pass rather than three separate steps.
Try It
Open an Excel workbook with your client table and a template ID in a reference cell, then get the 7-day free trial of SheetXAI and ask it to build the full deck set. You can also read about pulling slide thumbnails back into your workbook or return to the Google Slides overview.