Hey everyone! I’m looking for a way to speed up my quarterly business review (QBR) process. Right now, it takes forever to put together our PDF decks. I was wondering if anyone has experience using Airtable to automate this?
I’ve got all our data in an Airtable base, but I’m not sure how to turn that into a nice-looking PDF presentation quickly. Are there any tools or scripts that can help with this? It would be amazing if I could just press a button and have a professional QBR deck ready in minutes.
Has anyone tackled this problem before? What solutions did you find? I’d love to hear about your experiences or any tips you might have. Thanks in advance for your help!
I’ve been in your shoes, and I can definitely relate to the QBR struggle. One solution that worked wonders for me was integrating Airtable with Google Slides using Zapier. It’s a game-changer for automating presentation creation.
Here’s how it works: Set up a Zap that triggers when you update a specific field in your Airtable base. This then populates a pre-designed Google Slides template with your data. You can customize the template to match your branding and include placeholders for key metrics.
The best part? Once it’s set up, it’s practically hands-off. Your data flows from Airtable to Slides automatically, and you can easily export to PDF from there. It’s not perfect—you might need to do some minor tweaks—but it cut my QBR prep time down by about 80%.
Just a word of caution: make sure your Airtable data is clean and formatted consistently. Otherwise, you might end up with some funky-looking slides. Trust me, I learned that the hard way!
I’ve found a solution that might work well for your QBR needs. Have you considered using Airtable Automations in combination with a tool like Piktochart? Here’s how it could work:
Set up an Automation in Airtable that triggers when your data is ready for the QBR. This Automation can then send the relevant data to Piktochart via their API. Piktochart has pre-made templates for reports and presentations that you can customize to fit your brand.
The key is to set up the template once, mapping your Airtable fields to the right places in the Piktochart template. Once that’s done, each quarter your new data will automatically populate the template, creating a fresh PDF presentation.
It took me a bit of time to set up initially, but now my QBR process is almost entirely automated. The results are professional-looking and consistent every time. Just remember to double-check the final output before sending it off!
hey there, i’ve actually tackled this exact problem before! have u looked into using Airtable’s API with a tool like docx-templates? it let’s u create Word templates and fill em with ur Airtable data automatically. then just convert to PDF. saved me tons of time on QBRs. lmk if u want more details!