Set up Google Slides export

Google Slides export lets your sales team generate a presentation-ready, branded slide deck directly from a Value Factory calculation. As an administrator, you connect a Google Drive account, configure an output folder, and create a Google Slides report template for each value model that should support this export type. Once set up, sellers generate decks with one click from the report view, and the output saves automatically to the folder you configured.

See how it looks

Key features

• Connects Value Factory to a Google Drive account and output folder for storing generated decks
• Supports custom Google Slides templates with dynamic tokens to pull in calculation values
• Generated decks are named automatically: environment, template name, username, date, and time
• Template can be refreshed in Value Factory if the source deck is updated in Google Drive

You need this to succeed

Do this step by step

• Connect Google Drive
• Create a Google Slides report template
• Refresh the template after a deck update

Connect Google Drive

This step connects Value Factory to a Google Drive account and sets the output folder where all generated slide decks will be saved.

1. In Value Factory, navigate to Integrations and select Google Drive.
2. Click to connect your Google Drive account. Complete the Google authorization flow.
3. When prompted, choose the Google Drive output folder where generated decks will be stored. Choose a folder your team can access.
4. Confirm the connection is shown as active.

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Create a Google Slides report template

Create a Google Slides report template on each value model that should support slide export. Each template is linked to a specific Google Slides deck from your connected Drive.

1. In Value Factory, navigate to the value model you want to configure.
2. Go to report templates and click Create a report template.
3. Enter a name for the template, select Google Slides as the template type, and click Create.
4. Inside the template, click to choose a deck from your connected Google Drive. Select the deck you want to use as the base template.
5. Value Factory scans the deck and displays the dynamic tokens it detects. Review these to confirm the correct values will be pulled in when a seller generates a deck.
6. Save the template. It is now available to sellers as an export option when they view a report for a calculation on this value model.

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Refresh the template after a deck update

If you update the source Google Slides deck in Google Drive after creating the template, refresh the template in Value Factory to pick up the changes.

1. Navigate to the value model and open the Google Slides report template.
2. Click Refresh to re-scan the deck and update the token mapping.
3. Confirm the token list reflects the updated deck content.

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