B2B Team & User Flow Inspiration

Create Sales Pitch Deck

Leverages AI to create a sales pitch deck, from outline to slide content, for engaging prospects in the decision stage.
Use this workflow as
Copy this flow for your agent, document, team chat or other tool.

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 Agentic Workflow Is For

For Product Marketers and GTM Teams

Customer experiences

Get ideas for agent-powered experiences that help prospects, users, customers, and partners discover, evaluate, and get value from your product.

Team workflows

Find new ways to improve the internal workflows your team uses to launch, position, sell, support, and grow those experiences across marketing, sales, growth, and success.

For Product Builders

Customer experiences

See examples of agent experiences you can build for prospects, users, customers, and partners.

Team workflows

Discover team workflows you can turn into internal agents, automations, and tools that save time and reduce manual work.

For Teams Focused on the Decision Stage

Customer experiences

Find ideas for better experiences during the Decision stage of the buyer or customer journey.

Team workflows

Explore internal workflows that help your team support that stage more effectively.

Make it Yours

Use this example as a starting point, not a fixed recipe.

Copy the flow above as a prompt, markdown, skill, or mermaid diagrom. Adjust the steps, tools, agent and human involvement to fit your real workflow. Then test where users actually get value or drop off.

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

Craft buyer journeys for your prospects who are changing how they buy and get work done.

Craft a buying experience with one call to AI.
1. Call (813) 906-1084
2. Talk with Pathdraft AI 3. Get your plan by email
User Journey
Team Workflow
Prospect Experience
Customer Workflow
Agent Skill
Prompt Flow
Workflow Plan
User Journey
Team Workflow
Prospect Experience
Customer Workflow
Agent Skill
Prompt Flow
Workflow Plan