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Automated Marketing Calendar Deck Builder

Turn raw event data into executive PPTX in seconds

Publisher

Optimizely

Industry Type

Financial Services

Product Details

This workflow agent automates turning raw marketing event spreadsheets into stakeholder-ready fiscal presentations. It runs a deterministic three-step pipeline that keeps data accurate and removes manual formatting.

First, it cleans and date-windows the event data, tagging each event’s line of business (LOB), cross-LOB status, and third-party landing page URLs. Next, it groups events by month, LOB, and in-person or online type, merging catch-all categories into one view. Finally, it generates a branded .pptx deck from the customer’s template, with dedicated slides per month and LOB, grids capped at 4 columns of about 7 events each, and overflow slides so text never crowds or spills. The only required input is a marketing events CSV file, with optional date filters or natural-language timeframes. The output is a PowerPoint presentation with clickable event titles, built for marketing operations, corporate communications, and enterprise marketing teams that present multi-channel calendars to leadership.

Key Use Cases

Automated Executive Deck Generation

Transforms messy marketing event spreadsheets into formatted, executive-ready PowerPoint decks with dedicated line-of-business slides and clickable links.

Marketing Operations Schedule Governance

Cleans, filters, and standardizes multi-channel event data into standardized monthly grids with automatic overflow handling to eliminate manual slide formatting.

Explore detailed deployment path

Requires Gemini. Access integration prerequisites, specialized agent configuration guides, and implementation documentation.