Microsoft PowerPoint
Use any Microsoft PowerPoint deck as a template, drop in tags from your data, and Portant saves the generated presentations straight back to your OneDrive.
Add a Microsoft PowerPoint deck as a template
Go to Portant and click Log in with Microsoft.
Enter your email and password, then click Next.
Once you're in, click + Add workflow. If this is your first workflow, you can also pick Start from scratch.
Choose a PowerPoint deck as your template.
A modal opens where you can:
- Enter a title for your workflow
- Pick a colour and icon
- Click Create to continue
Add a source
Add a source to your workflow. Click Add source.
Select HubSpot as your source (or another available option).
Choose the HubSpot object you want to use. This can be a standard or custom object.
Note: If you haven't connected your HubSpot account yet, you'll be prompted to do so. Click Connect HubSpot to Portant and follow the steps.
Tip: You can confirm your Portant account is connected to both Microsoft and HubSpot at Settings > Permissions.
Once you've selected your HubSpot source, your workflow looks like this. Open the Template block.
Edit your PowerPoint template
Click Edit in OneDrive. A live preview is not available inside Portant for PowerPoint files.
Important: Make sure your browser's pop-up blocker is off.
Two windows will open:
- One with your PowerPoint template
- One with the source table
We recommend putting them side by side so you can copy and paste between them.
To personalise the deck:
- Copy a tag from the source table using the Copy button
- Paste it into your PowerPoint template wherever you want the value
- Use PowerPoint's formatting tools to style it however you like
For more on what tags can do, see the tags overview.
Run the workflow
Once you're happy with the template, go to your HubSpot object and run the workflow from the App card:
- Find the Portant App card
- Click Generate / Actions, then select the workflow you created
Don't see the Portant App card? See how to install it.
Once the workflow is selected, a modal appears showing the deck being created.
You can find your generated decks:
- Inside the Portant App cards in HubSpot
- In your OneDrive account, under the connected folder