Create Sales Pitch Deck Ai Agent Workflow Inspiration

Leverages AI to create a sales pitch deck, from outline to slide content, for engaging prospects in the decision stage.

How this Ai Agent Workflow Helps

In the decision stage, sales teams often need a compelling pitch deck for potential clients. This workflow allows marketing or sales enablement to generate a customized sales deck using AI. The deck covers client pain points, product features, case studies, ROI justification, and more.

AI helps by outlining an effective slide flow, then drafting persuasive copy for each slide. It ensures consistency in message, tone, and length. Marketers or sales reps can then refine the content, add brand visuals, and finalize the deck.

By automating the heavy lifting of writing and design suggestions, the process becomes much faster. Teams can focus on customizing the deck rather than creating it from scratch. The final product is a polished pitch deck ready to showcase the SaaS solution’s value and drive conversions.

Who this Ai Agent Workflow Is For

Go-To-Market Pros

You care about improving the entire lifecycle of buyer and customer journeys. And you want inspiration for areas where Ai may help.

Ai Builders

You want inspiration for real-world ways to help people as you're building your Ai product.

Pros Focused on the Decision Stage

You're focused on the Decision stage in your daily job and want to find ways for Ai to help you do more with less.

Ai Agent WorkflowExample as Inspiration

Does this AI agent workflow rely too much on AI and not enough on human know-how? Or the reverse? Is it missing steps or tools?

Note that this Ai workflow is presented as inspiration for what's possible. Adjust the amount, type and quality of the data inputs. Adjust how much or how little your human team mates (or you), AI and fully autonomous agents contribute.

And test it! Learn what works and what doesn't.

Don't forget! In the end, it's not just about efficiency. It's about delivering great experiences for your customers and customers-to-be.

1. Trigger
Trigger. Initiate the pitch deck creation once a target prospect and sales strategy are confirmed.
Trigger Event
2. Gather Requirements
Human Action. Collect deal-specific info (target industry, key pain points).
Research Asset
CRM Salesforce HubSpot CRM Pipedrive
3. Outline Deck Structure
LLM Call. Use AI to suggest a recommended slide flow (problem, solution, ROI, etc.).
Presentation
Presentation AI Storydoc Beautiful.ai Slidebean
4. Draft Slide Content
LLM Call. For each slide, have AI generate headlines and bullet points.
Presentation
AI Copywriting ChatGPT
5. Design Slide Visuals
Tool Call. Apply a template and use design tools/AI features for slide graphics.
Presentation
Presentation Software PowerPoint Google Slides Canva
6. Review and Customize
Human Action. Sales/marketing team edits AI content to align with the specific client.
Presentation
Content Collaboration Google Slides Microsoft Teams
7. Finalize and Export
Tool Call. Export the deck as PDF or shareable link for sales usage.
Presentation
Sales Enablement Seismic Highspot Dropbox

Ask Pathdraft Ai agent to plan your next (or first 👊) Ai agents

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1. Call (813) 906-1084 2. Chat with Pathdraft Ai agent 3. Agent emails your agent plan
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Awareness Agent
Consideration Agent
Purchase Decision Agent
Onboarding Agent
Retention Agent
Expansion Agent
Advocacy Agent