MMarketing Against The Grain
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05 February 2026

This AI Workflow Turns Every Sales Call Into a Custom Deck

9Frameworks
11Insights

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Frameworks in this episode

Insights & moments

The myth-busts, hot takes, explainers, and tools worth keeping.

Myth Buster· 1

Myth Buster16:00

Don’t Make the Slide Outline First

The conventional AI workflow creates an outline in a language model and then hands it to a slide generator. The episode proposes starting with the underlying data source and instructions instead, allowing the presentation system to create the initial structure, imagery, and content together before human editing.

  • Choose the primary data source first
  • Give the system specific instructions about the desired output
  • Let the presentation tool create the first outline and visuals
  • Edit the generated presentation after the first pass

Pick a data source, whether it be survey, whether it be a Slack channel, whether it be a G drive file, a zap, what have…

Host · 16:30

let it do the first version of the outlining, image building and everything for you.

Host · 16:30
#workflow#data-sources#presentation-design#no-code

Hot Take· 1

Hot Take18:30

AI Animation Is Redefining What Counts as a Slide

Gamma’s integration of animation and video-generation models demonstrates that presentations no longer need to be static. Although generated visuals can contain obvious errors and still require editing, the speakers expect baseline presentation fidelity and production value to rise sharply.

  • Generate animated cards directly inside a presentation workflow
  • Use high-end image and video models for richer storytelling
  • Keep the output editable so visual errors can be corrected
  • Expect presentation quality standards to rise

now you can just generate animated slide decks off the bat.

Kristen Frackett · 18:30

what slides are in the baseline expectations are gonna change a lot.

Host · 22:00
#animation#multimodal#video-generation#presentation-design

Explainer· 1

Explainer07:00

Enrich Sales Decks With Positioning Rules and CRM History

The basic transcript-to-deck workflow can be strengthened with additional context such as approved positioning, customer-type guidance, and prior CRM interactions. An intermediate language-model step can transform the raw notes into a richer prompt before Gamma creates the presentation.

  • Add approved sales guidance to the automation prompt
  • Use ChatGPT or Claude as an intermediate processing step
  • Include CRM history from systems such as HubSpot
  • Tailor selling points to the prospect’s company characteristics

Some people do some processing in a step in between with like ChatGPT or Claude.

Kristen Frackett · 07:30

you can construct the deck to completely pattern match to sell exactly to that customer

Kieran · 09:00
#sales-enablement#crm#prompting#personalization#claude

Story· 1

Story13:00

A 1,000-Person Survey Became a 100-Page Report in 30 Minutes

Kristen describes processing a large user survey with Claude and converting the analysis into a multi-page Gamma report. The result presented audience slices, comparisons, charts, takeaways, and user quotations in a visual document produced far faster than a conventional research project.

  • Process survey responses and comparisons with an LLM
  • Create separate views for meaningful audience segments
  • Mix tables and charts with textual takeaways
  • Use visual structure to make a long report navigable

In 30 minutes, I had a hundred-page document to give to my team

Kristen Frackett · 13:30

you've got charts, diagrams mixed with text, like takeaways, user quotes pulled out, 30 minutes.

Kristen Frackett · 13:30
#user-research#surveys#reports#data-visualization#claude

Tool· 5

Tool02:00

Remix Last Year’s Deck Instead of Rebuilding It

Gamma can update an existing event or sales deck from a short prompt while preserving its underlying structure. The generated version may need refinement, but it can complete most of the repetitive updating work.

  • Start from an existing template deck
  • Specify the new event, year, location, or customer
  • Use the generated version as an editable first draft
  • Expect to perform light manual tweaking

this is 80% of the work, right? Of adjusting your deck for your summit this year.

Kristen Frackett · 03:30

it's probably gonna be like 80% of the way there. You do some light tweaking and you're ready to go.

Host · 05:00
#gamma#slide-decks#automation#templates
Tool05:30

Turn Every Sales Call Into a Custom Follow-Up Deck

A no-code workflow can pass call notes or transcripts from a meeting recorder into Gamma and generate a proposal from a standard template. Sales representatives can then review ready-made decks rather than manually creating a separate follow-up for every prospect.

  • Record sales calls with a note-taking tool
  • Route completed notes through Zapier or Make
  • Generate each proposal from a reusable template
  • Review the deck before sending it to the prospect

There's no prompting. This is all automated. It's just taking in the transcript.

Kristen Frackett · 06:00

The notes from the call are getting passed, the AI is running it, building the slides.

Host · 06:30
#sales#call-recording#zapier#gamma#automation
Tool09:30

Convert Connected Research Into an Executive Briefing

Claude connectors can gather information from sources such as Gmail and HubSpot, then pass that research into Gamma as a visual briefing. The demonstrated output packaged call details, background research, and presentation-ready visuals into a format suitable for preparing a leader or podcast guest.

  • Connect the model to relevant email and CRM sources
  • Search for context about the people involved
  • Send the assembled research directly into Gamma
  • Use the deck as a high-consumption briefing format

this was this is just like context, research context from Claude.

Kristen Frackett · 11:00

It's basically like a great way to visualize deep research that Claude is really great at in a very high consumption way.

Host · 11:00
#connectors#research#briefing#gmail#hubspot
Tool14:00

Turn Slack Introductions Into a Community Persona Deck

Community introduction posts can become a source for automated persona and membership analysis. The example searched a Slack channel, counted new members, grouped their professional roles, and attempted to identify the companies represented.

  • Use community introductions as the raw data source
  • Ask the model to identify recurring personas
  • Summarize new-member counts and professional roles
  • Visualize company and membership patterns in a deck

search the Slack channel make me a deck in gamma summarizing the members who joined my community this week

Kristen Frackett · 14:30

Again this is just raw input raw input into gamma of introductions

Kristen Frackett · 15:30
#slack#community#personas#audience-research#automation
Tool24:30

Automate Researched LinkedIn Carousels From a Spreadsheet

A spreadsheet can act as the content queue for a Make or Zapier automation that researches each topic with ChatGPT and generates an on-brand carousel in Gamma. Power users can then publish the finished carousel directly to LinkedIn from Gamma.

  • Enter content topics into a spreadsheet
  • Trigger the automation through Make or Zapier
  • Research each topic with ChatGPT
  • Generate an on-brand carousel
  • Publish to LinkedIn after review

topic cycling moments of 2025, sending it into make, researching with chat GPT, generate the carousel.

Kristen Frackett · 25:00

you can actually do directly from gamma right here.

Kristen Frackett · 25:00
#linkedin#carousels#content-automation#make#chatgpt

Takeaway· 2

Takeaway12:00

Stop Sending Giant Blocks of Text

The speakers argue that many dense text outputs are easier to understand when converted into visual stories. Improvements in language and image models now make it practical to combine structured text, diagrams, charts, and imagery without assigning a full design team.

  • Look for text-heavy communication that is difficult to consume
  • Translate dense outputs into a visual format
  • Combine language-model reasoning with generated imagery
  • Choose slides when mixed media communicates better than prose

anytime you have an instinct to just send like giant blocks of text to anybody, you should just put it in a visual format now…

Kristen Frackett · 12:30

it's so much more consumable for a human being when you can have this type of visual storytelling.

Kristen Frackett · 12:00
#visual-storytelling#communication#slides#ai
Takeaway23:00

Use Personalized Decks for Outreach and Internal Buy-In

Beyond post-call follow-up, AI-generated decks can support prospecting, social marketing, and internal stakeholder management. Prospect data can become a company-specific presentation, while internal strategy and project-management data can become a clearer account of what a team is doing and why.

  • Create prospect-specific decks from available company data
  • Pair outreach text with a personalized presentation
  • Convert content into LinkedIn carousels
  • Visualize strategy and project data for internal stakeholders

you could actually do text plus an entire presentation just for that company.

Kieran · 23:30

you could just ingest your project management information and show, like, hey, here's exactly what we're doing, and this is why it's going to work.

Kieran · 24:00
#outreach#stakeholder-management#linkedin#sales#marketing