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Automated · deck template

Account-tailored pitch decks personalized per prospect

A account-tailored pitch decks personalized per prospect template for Sales & Revenue, built automated. Starting from a target account is enriched in clay or apollo, Preso designs every on-brand slide in the deck and delivers it through crm (salesforce / hubspot) and the tools you already use - ready to present or export.

AutomatedBuild mode: Generated automatically on triggers

Trigger

A target account is enriched in Clay or Apollo

Sales & Revenue

Design engine

Preso

Preso

prompt → on-brand deck

Brand kit

colors · fonts · voice

Who runs it

Build mode

Generated automatically on triggers

SDRs & AEs

team

RevOps

team

Founders

team

Integrations

Synced via API & MCP

salesforce
segment
zapier
webhook

Exports to

CRM (Salesforce / HubSpot)

Clay / Apollo

Preso

How the flow works

Trigger: A target account is enriched in Clay or Apollo

  1. 1

    Preso turns the account into a personalized, on-brand pitch deck

  2. 2

    Merge fields pull in company and persona context - it reads tailored

  3. 3

    A leave-behind one-pager is designed in the same pass

  4. 4

    Generated from your CRM via the API, on-brand across reps

Who runs it

  • SDRs & AEs
  • RevOps
  • Founders

Integrations

salesforce
segment
zapier
webhook

Synced from your stack; designs stay on-brand by default.

Build mode & destinations

Generated automatically on triggers

CRM (Salesforce / HubSpot)

Clay / Apollo

Preso

What keeps it on-brand & on-track

  • Personalized at scale without copy-paste or broken templates
  • Every rep stays on the same brand and story
  • Generated programmatically via the presentation API

Automated

Triggered by events or a schedule from your stack - a new month, a closed deal, fresh metrics - Preso generates and updates every deck automatically, with the structure and branding you control.