Sales team meeting deck generator with live Salesforce data

Starting promptUse this prompt as a starting point to build your workflow.

Build a weekly team-meeting deck generator for a sales/BDR team. The goal is to turn a live forecast plus a few manual notes into a warm, discussion-led meeting deck — people first, numbers second — so the team lead never hand-builds slides each week. All routes should be tenant-authenticated. Trigger and entry. Serve a webpage at /meeting that acts as a holding page: a gallery of every past deck as clickable blocks (the team's historical record). A "Create new deck" action reveals a notes form (meeting date, team updates, new starter, security notice, enablement theme, guest speakers) shown alongside a chat panel. Two paths to build, one destination. The lead can either fill the form by hand or chat to an AI "meeting architect" agent that fills the same fields conversationally (keep the form in sync as it talks), builds the deck on request, or edits an existing deck in place. Both paths converge on a single generate endpoint. Generation. On submit or on the agent's request, POST the notes to a generate step that pulls the current week's rows from the team's forecast source — Google Sheets, or whatever spreadsheet/data source your team uses — rolls up the headline numbers in code (team number, goal, attainment, to-go) so they're authoritative and never invented by the model, then calls an LLM (Claude via Anthropic — or your preferred model provider) with a fixed coaching voice and a defined output schema to draft each deck section. Output and history. Save each finished deck as its own file in a persistent volume (one file per deck so concurrent generations don't collide) and render it as a presentation-ready slide deck at a /deck webpage. List past decks back on the form, each reopenable in the agent's edit mode. Keep the whole thing read-only against the forecast source — nothing writes back to the spreadsheet or any external system. Use connectors for all credentials; no secrets in code. Tools used: Google Sheets, Anthropic (Claude), 3B named volumes, 3B workflow connector

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What this prompt builds

A weekly team-meeting deck generator for sales and BDR teams that pulls live forecast data from Google Sheets, combines it with manual notes, and produces a discussion-ready presentation through either a form or conversational AI agent. Removes the manual work of reformatting slides each week and eliminates data-entry errors by sourcing numbers directly from the team's live forecast. Past decks are archived and reopenable for editing.

The problem

Sales and BDR team leads spend hours each week rebuilding team meeting decks in the same format, manually copying forecast data, pasting numbers, and reformatting slides — repetitive work that introduces human error and takes time away from coaching. This workflow eliminates that manual grind by pulling live forecast data directly from Google Sheets and letting the team lead either fill a simple form or talk to an AI agent that builds the deck conversationally. The result is a warm, discussion-ready presentation generated in minutes, with accurate numbers and a consistent format, so leaders can focus on the team instead of slide maintenance.

Solution and impact

Team leads save hours every week by generating polished, data-accurate meeting decks in minutes instead of hand-building slides. Live integration with Google Sheets ensures forecast numbers are always current and error-free, while the conversational AI agent option makes deck creation as simple as describing what the meeting needs. Past decks are automatically archived and editable, giving teams a historical record and freeing leaders to spend their prep time on coaching rather than formatting.