Connect Storydoc integrations
Tailor interactive pitch decks and business documents by connecting Storydoc with Make. Linking this AI-native platform to our workflow automation tool lets you instantly generate personalized proposal versions using live CRM data. Register for your free account today to start building your first collateral pipeline.
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Storydoc
Boost Your Document Workflow by Integrating Storydoc with Make
By integrating Storydoc with Make, you can generate personalized proposals instantly, sync database charts, and get real-time alerts. Automate your client communications and scale your marketing campaigns.
Automated Document Generation
Instantly create personalized proposals or sales decks in Storydoc whenever a new lead is added to your CRM.
Seamless Data Updates
Keep your presentations accurate by automatically syncing dynamic data and charts directly from your spreadsheets or databases.
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Instant Engagement Alerts
Get real-time notifications in Slack or Microsoft Teams the moment a prospect opens or interacts with your shared documents.
Effortless Document Delivery
Automatically email personalized Storydoc links to clients as soon as they are generated, without manual copying and pasting.
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FAQs
How do I get started with Make?
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
What is a scenario?
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
What is a module?
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
What is mapping?
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.