# Google Slides

Creating a Portant automation with a Google Slide template is a quick and efficient way to streamline your document generation. As Portant has full integration with Google Workspace, you can style your document exactly the way you want using all the available formatting tools — directly within Portant!

**In this guide, you’ll learn how to:**

## Set Up Your Portant Workflow with a Google Slide Template

Log in to your Portant account at [app.portant.co](http://app.portant.co) and click **+Add Workflow**.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXf5mFg5tmCvMiBn89ppsC0gPrSaMTq80ZhtND2ONkSPioG8zPByNSkna8LqRq3TlfWFVdqIppDjSlHGOnFJbU-QrjWmOWbdutumG3QwxchS4aj-BXozDw-8YYFydxfIE_TVqYtx1Q?key=WE-2M-F_n5rZ362-_FM9iQ" alt=""><figcaption></figcaption></figure>

Add a **Google Slide** template.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfDdfgdR1pc2a3s7cBvgZfHJIqP4I6-TdZcOtBPwTwR6j0--lOFF17FQLpLP8HctnxznWIBbeFFi93Mk5D5IoPOIoj3eq17LbD81CU1Z5ZHOU9LYhVlJU_pO4hPlDgKmV_3sS3ymA?key=WE-2M-F_n5rZ362-_FM9iQ" alt=""><figcaption></figcaption></figure>

Select **an existing template** from your **Google Drive** (left-hand panel), or click **+ New Google Slides File** to create a new blank template.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcXQtklw-L11d8nXZ7mOKBQDqoUPrqDFczWV1muQYtvicfVEyg2AEHOkoqFae023VK0F_JkQa6Gub5OrbaFzSaNHjlrGBMJAHofuV53me3x9HAwFcRVaGG_9cIp9mx2c9TvS8Yi8Q?key=WE-2M-F_n5rZ362-_FM9iQ" alt=""><figcaption></figcaption></figure>

Once you select your template, Portant will prompt you to:

* Add a **title** for your workflow
* Choose a **color**
* Pick an **icon**
* Click **Create**

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdF_1p9-0pnwCAssWRrckX5f407ZdeppqVGsbvozCknBaRDAdIQNo4Dgw0Wzpd66G79_VBDXejvxXcVWD3UA_hLKJE4cgrF1f00Rze-Yx9l9sj5kWaFJ_KMwD9H10Nch3EJh5QQxg?key=WE-2M-F_n5rZ362-_FM9iQ" alt=""><figcaption></figcaption></figure>

The Next step is to add a source to your workflow. Click **+Add Source**.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXc2sJ-K6r9lerFjjZkikjM3DfuP2QN-RKaXiKh4_jWRHPT3dO8n1lstHwYnryOd1hA4DfQNu8Jc8zZYL_ZKS6aY30k_bt9TyjTpCegbyRU0CsfzmiGY3h8nxQs5yIaBd3rvbrJ_5w?key=WE-2M-F_n5rZ362-_FM9iQ" alt=""><figcaption></figcaption></figure>

Then, select your preferred source (e.g. HubSpot, Google Sheets, Google Forms, etc.).

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdmdZTsOGRN0SwiYNs3xMLMJwocpc9zD1u_fYIhn0zwHey7t1q8jlwP-ovod7OWWm8z1tdMyCkmdnwzREynCSAkn5zwa97Wgc1qZoYVnwI5JdomhRM4K1cQl9zKYjZIIA7kuYkeig?key=WE-2M-F_n5rZ362-_FM9iQ" alt=""><figcaption></figcaption></figure>

Once you've added your source to the automation, it will look like this:

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXe1qol9cDtQ-W4kh1kJ9_O7Q8T1anKtX-ebApQ4TapknRFkuCfHbxlOCj1_kTKI5R5bVGGOxFMsIPXTt7sS7WHy6wYcde60ofRrouJ_DITlNsG0fKK5T9Nho2mlUoAGVOhpv-D-?key=WE-2M-F_n5rZ362-_FM9iQ" alt=""><figcaption></figcaption></figure>

Open the template in your workflow to customize it. Click the **Copy** button on the right-hand side of your screen, then **paste the tag** wherever you’d like it to appear in the document.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfGO-2rnRs5qh145IwU5P_EpixXwEDmfwhb9PhubS8-s7-soUAlnbPj3fnoHRwtmMRYZI2FQofHi-PdVId4lVxMjq_5HLszi8ZLdg5FXdaLIcXDiBGXfhFGq-tJczQNjSBFw5RLTw?key=WE-2M-F_n5rZ362-_FM9iQ" alt=""><figcaption></figcaption></figure>

Once you're happy with your document template, you’re all set to run the automation! 🥳

**If you selected HubSpot as the source:**&#x20;

You can run the automation directly within HubSpot. Simply go to your HubSpot object, click **Generate/Actions**, and **select the Portant automation** you'd like to run.

➡️ Learn more about our HubSpot integration:\
[HubSpot Integration Guide](https://docs.portant.co/portant-docs/sources/hubspot)

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdwc-PrFPtF8iX7ANO7BWga9n2cYmXGc7qCWptnc-pdasbTIgkfyHTOjRYf7v55GsEZwWlStxMT6lhz10TNqWtI_c7r-JSqQ5yoScMladmtIsT3Ga7-C6AvkL1LnITIyL0-_gSvhw?key=WE-2M-F_n5rZ362-_FM9iQ" alt=""><figcaption></figcaption></figure>

**If you’re using other sources (e.g., Google Sheets, Google Forms):**\
Run the automation directly from Portant by clicking the **Automate** button in the top right corner, then click **Start**.

➡️ Learn more about using these sources:

* [Google Sheets as a Source](https://docs.portant.co/portant-docs/sources/google-sheets)
* [Google Forms as a Source](https://docs.portant.co/portant-docs/sources/google-forms)

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXemfeEX-AoeOq8aT244oeH8UvcLyUCEoIdhu0icbJon-vK6GLSjAjVYdAsbIG7IfG43MYZLfzPmvUeUqWjQqalqduq0c1Ip8fjlPiBwB-Wk2hDUEn0IkDJYSQM-7Msv6-TuFdsX?key=WE-2M-F_n5rZ362-_FM9iQ" alt=""><figcaption></figcaption></figure>

> **Note:** You can enhance your workflow by adding extra stages like:
>
> * **Email Block** – to send documents via email
> * **Review Block** – for document approval
> * **Signature Request** – to request eSignatures

Click the plus **(+)** icon after the template block to add these elements.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcB6Z-ggh9o-u573A1Y0kBscpOpPFZqfxcbuso3ttCk7agTAgaaxfJ-HzT5LRJQU1GkmfYr8St0ZRFPOlZEc9tJTpig744gkEmLh54NymSydWCTQr4w75WVwczMSDEnRBvwZIcVoQ?key=WE-2M-F_n5rZ362-_FM9iQ" alt=""><figcaption></figcaption></figure>

➡️ Learn more about these features:

* [Send a Doc via Email](https://docs.portant.co/portant-docs/emails/share-a-doc-via-email)
* [Review Block and Approve Documents](https://docs.portant.co/portant-docs/automation/review-and-approve-documents)
* [eSignature Requests](https://docs.portant.co/portant-docs/use-cases/esignatures-requests)
* [eSignatures with HubSpot](https://docs.portant.co/portant-docs/sources/hubspot/portant-esignatures-+-hubspot)

## Feedback and feature suggestions

We created Portant in 2021 and the feedback we have received since then has been very helpful and greatly appreciated. If you have any feedback please feel free to send us an email at **<contact@portant.co>**.

Thanks,&#x20;

**Portant Team**