UpSlide's All-in-One PowerPoint Automation Tool
Streamline your document creation process with PowerPoint automation, from slide formatting to data retrieval and proofing.
Eliminate Inefficiencies
Enable teams to cut document creation time by 75% in PowerPoint with instant access to templates and best-practice slides.
Strengthen Brand Identity
Guarantee documents remain brand consistent and compliant across your organization, helping you win more business and client trust.
Ensure Content Accuracy
Reduce the risk of human error with automated data retrieval and updates, ensuring all client-facing deliverables are accurate.
End-to-End PowerPoint Automation to Help You Build Better Decks Faster
1. Automate Your PowerPoint Creation in a Few Clicks
Get started with a selection of PowerPoint Templates at your fingertips, pre-built to your brand requirements. Templates are managed by your internal UpSlide administrator.
Then, structure your presentation in one click with our automated Table of Contents. This will update across the deck whenever you add, delete or move sections and sub-sections.
2. Source Up-to-Date Content With Ease
Access pre-approved slides, images and text disclaimers from the shared Content Library within PowerPoint.The structure can be tailored to your team’s workflow for easy navigation.
Select and insert pre-formatted credentials (sourced from your CRM or a dedicated Excel file) from within PowerPoint with the Dynamic Tombstone Library.
Your admins can enjoy easy management of credentials and deployment of company-wide formatting updates.
3. Retrieve, Update, and Report on Data in Seconds
Link tables, charts and text from Excel to PowerPoint to guarantee your data is up-to-date with every presentation. Update linked items in one click without ever leaving PowerPoint.
Plus, access and filter your Power BI dashboards directly within PowerPoint. Link selected visuals or whole pages from Power BI to PowerPoint and update them instantly.
Automate PowerPoint reporting by duplicating an existing recurring deck and hitting Update to pull the current data through every linked table and chart.
4. Perfect Your Presentation and Prepare it to Share
Quickly identify edits across text, tables, charts, and linked Excel data via an integrated pane in PowerPoint. Prevent unwanted errors by choosing which changes to accept or reject in one click, with Track Changes.
Then automatically find and fix easily missed errors and inconsistencies such as miscalculations, narrative issues, misaligned shapes, incorrect branding and outdated content with AI-powered review tools.
Don't Take Our Word for It. Take Theirs.
We’ve cut the time spent on pitch creation by up to 75% by using UpSlide.
Before UpSlide, we would spend two hours creating an initial pitch. Now, we can create that same highly customized pitch in 30 minutes or less.
Benton Sturt,
Director,
Meridian Capital
There are always expectations for high-quality output in our work. UpSlide’s Content Library helps junior bankers find the ‘latest and greatest’ best-practice templates from within PowerPoint, to ensure this level of quality is maintained across all deliverables.
Ruari Sinclair,
Vice President,
BDA Partners
Even More PowerPoint Automation Tools to Save Your Employees Up to 33h/month
Content Library
Approved, client-ready documents and assets – ready to insert from PowerPoint, Excel, or Word.
Tombstone Library
Pre-formatted, up-to-date tombstones and case studies for completed transactions. Teams use custom filters to find relevant credentials fast.
Template Management
Automate slide formatting with branded templates that are accessible within your most-used Microsoft 365 applications.
Logo Finder
Access thousands of up-to-date logos in PowerPoint and start building better competition landscapes and pitch books faster.
Outlook Signature Manager
Guarantee your entire business delivers on-brand, standardized emails and make effortless updates.
Uncover New Efficiencies with PowerPoint Automation
FAQs
Can PowerPoint Be Automated?
How Do You Automate PowerPoint Slides?
With UpSlide, you can automate PowerPoint slides in three main ways. Pre-built branded templates handle slide layout and formatting from the outset, so every deck starts on-brand. An automated table of contents structures the presentation in one click and updates whenever you add, delete, or move a section. And one-click data updates pull the current numbers from Excel into every linked table and chart across the deck.
Together, these are the workflows that automate PowerPoint creation for teams building pitchbooks, IMs, and reports at scale.
Can You Automate PowerPoint Reports?
Yes. UpSlide’s PowerPoint report automation is built for recurring workflows. Duplicate an existing deck for a monthly review, quarterly update, or investor report, and hit Update to pull the current data through every linked table and chart. The template, formatting, and structure stay intact, and only the underlying data refreshes.
That’s how teams producing the same PowerPoint deck on a recurring basis eliminate the manual rebuild each period.
How Does UpSlide's PowerPoint Automation Solution Compare to Native PowerPoint Features?
We built UpSlide features to answer the specific needs of professionals working heavily in Microsoft 365. While Microsoft offers an array of brilliant native functionality in PowerPoint, we offer more specialist features that are tailored to the finance industry.
Does UpSlide Offer Excel Automation Tools Too?
Yes, UpSlide is an all-in-one add-in for the Microsoft 365 suite of programmes, including PowerPoint, Power BI, Word, Excel and Outlook.
Specifically, our Excel automation tools are designed to help you build financial models and reports faster thanks to intuitive features such as automated data updates, formatting, complex charts, and advanced formulas.
How Easy is UpSlide to Use?
Our user interface is designed for simplicity, seamlessly integrating into your existing workflows. Access features via a user-friendly ribbon within Microsoft 365 apps, and take advantage of customized training, in-app prompts, and tutorials to maximize your use of UpSlide from day one.
How Long Does it Take to Deploy UpSlide?
UpSlide’s implementation involves four main steps: kick-off, setup, user acceptance testing and rollout. Its length will then depend on the level of customization needed, the number of users to train, and the options you choose.
On average this process lasts less than six weeks, during which our in-house team will be on-hand to answer any questions and ensure the deployment is a success.
How Much Does UpSlide Cost?
UpSlide prices depend on the number of licenses you require, the options you want and your setup model. If you want to know how much UpSlide would you, please get in touch with us and our team will be happy to give you a personalized quotation.