Microsoft PowerPoint

[NEW]: You can now use Microsoft PowerPoint files as templates in Portant—and have your generated presentations automatically saved to your OneDrive!

This helps you simplify your workflow, keep your files safely organized in your Microsoft account, and seamlessly collaborate with your team. Try it out and experience a more efficient way to automate your documents!

‍In this article you will learn how to:

1. Add a Microsoft PowerPoint Document as a Template

Add a Microsoft PowerPoint Document as a Template

Go to Portant and click Log in with Microsoft.

Enter your email and password, then click Next.

Once logged in, click + Add Workflow. If this is your first time creating an automation, you can also select Start From Scratch.

Choose a PowerPoint Document as your template.

A modal will appear where you can:

• Enter a title for your workflow

• Pick a color and icon

• Click Create to proceed

  

The next step is to add a Source to your Workflow. Click Add Source.

Select HubSpot as your source (or another available option).

Choose the HubSpot object you'd like to use—this can be a standard or custom object.

⚠️ If you haven’t connected your HubSpot account yet, you’ll be prompted to do so. Click Connect HubSpot to Portant and follow the steps.

Tip: You can verify if your Portant account is connected to both Microsoft and HubSpot at: Settings > Permissions

Once you've selected your HubSpot source, your workflow will look like this: Open the Template block.

Click Edit in OneDrive (as a preview will not be available in Portant).

Important Note: Make sure your browser's pop-up blocker is disabled.

Two windows will open:

• One with your PowerPoint template

• One with the source table

We recommend positioning them side-by-side for easier copying and pasting.

To personalize your document:

• Copy the tags from the Source Table using the Copy button

• Paste them into your PowerPoint template where needed

• Use all formatting tools available in PowerPoint to style your document as desired

Once you're happy with your template, you can go to your HubSpot object and run the automation from the App Card. To do so:

• Find the Portant App Card

• Click Generate/Actions, then select the workflow you created

🔧 Don’t see the Portant App Card? Learn how to install it here

Once the workflow is selected, a modal will appear showing the document being created.

You can find your generated outputs:

• Inside the Portant App Cards in HubSpot

• In your OneDrive account, under the connected folder

We'd Love Your Feedback 💬

We’ve recently introduced Microsoft integration in Portant, and we’re eager to hear what you think. If you have any questions, suggestions, or find anything that could be improved—please let us know!

📬 Email: [email protected]

Your input helps us build a better Portant. Thanks for being part of the journey!

Portant Team