Step 2: Connect HubSpot and Gate Deal Retrieval

Check for a CRM deal and fetch details from HubSpot to support slide removal decisions.

1. Configure Utility: Check Deal Presence to verify the deal exists with the condition left value {{ $('Inbound Call Webhook').item.json.body.event.recording.deal.id }}.
2. Open Retrieve Deal Details and set Resource to deal and Operation to get.
3. Set Deal ID to {{ $('Inbound Call Webhook').item.json.body.event.recording.crmInfo.deal.id }}.
4. Credential Required: Connect your hubspotAppToken credentials in Retrieve Deal Details.

Step 3: Set Up Call Parsing and Template Selection

Extract call details and select the slide deck template based on labels.

1. In Derive Call Details, map fields using these expressions:
   client = {{ $json.body.event.recording.companies[0].name }}
   domain = {{ $json.body.event.recording.meeting.participants.find(p => p.email && p.email !== $json.body.event.recording.recorder.email)?.email.split("@")[1] }}
   dealId = {{ $json.body.event.recording.crmInfo.crmDealId === undefined ? "" : $json.body.event.recording.crmInfo.crmDealId}}
   language = {{ $json.body.event.recording.transcripts[0].langIso2 === "fr" ? "french" : "english" }}
   insights = {{ $json.body.event.recording.insightTemplates[0].insights[0].sections.map(section => `${section.title}:\n${section.description}`).join('\n\n') }}
2. Configure Choose Deck Template with label checks using:
   {{ $('Inbound Call Webhook').item.json.body.event.recording.labels.includes('Discovery') }} and {{ $('Inbound Call Webhook').item.json.body.event.recording.labels.includes('Proposal') }}.
3. In Assign Deck Identifier, set presentationId to your template deck ID: [YOUR_ID].

Step 4: Set Up AI Content Generation

Generate slide-ready content with OpenAI, then format the challenge list for slide insertion.

1. In Compose Slide Content, select the model gpt-4o-mini and keep JSON Output enabled.
2. Use the prompt provided in Compose Slide Content and ensure it references {{ $('Derive Call Details').item.json.language }} and {{ $('Derive Call Details').item.json.insights }}.
3. Credential Required: Connect your openAiApi credentials in Compose Slide Content.
4. In Format Challenge List, keep the code as:
   return { challengesFormatted: $input.first().json.message.content.challenges.join('\n') };

Step 5: Configure Slide Deck Actions and Updates

Clone the deck, share it, update placeholders, and optionally remove a currency slide.

1. In Clone Slide Deck, set URL to https://www.googleapis.com/drive/v3/files/{{ $('Assign Deck Identifier').item.json.presentationId }}/copy and JSON Body to { "name": "Claap x {{ $('Derive Call Details').item.json.client }} - Demo" }.
2. Credential Required: Connect your googleDriveOAuth2Api credentials in Clone Slide Deck and Grant Editor Access.
3. In Share Deck Publicly, set URL to https://www.googleapis.com/drive/v3/files/{{ $json.id }}/permissions?supportsAllDrives=true with the JSON body allowing anyone to read.
4. In Grant Editor Access, update emailAddress to your email in { "role": "writer", "type": "user", "emailAddress": "[YOUR_EMAIL]" }.
5. In Apply Slide Updates, keep the batchUpdate body to replace $client, $date, $ambition, and $challenges with these values:
   {{ $('Derive Call Details').item.json.client }}
{{ new Date().toLocaleDateString('fr-FR') }}
{{ $('Compose Slide Content').item.json.message.content.ambition }}
{{ $('Format Challenge List').item.json.challengesFormatted }}
6. Credential Required: Connect your googleSlidesOAuth2Api credentials in Apply Slide Updates.
7. In Pick Slide For Removal, set slide_to_delete to {{ (!$json.properties.deal_currency_code.value || $json.properties.deal_currency_code.value === 'EUR') ? '[YOUR_ID]' : '[YOUR_ID]' }} and ensure the IDs match slide object IDs.

Step 6: Configure Notifications and Workflow End

Send a Slack message with the final presentation link.

1. In Notify Slack User, keep Message Type as block and the block JSON using the presentation URL: https://docs.google.com/presentation/d/{{ $json.presentationId }}/edit#slide=id.g33acd02fb35_0_0.
2. Set the user target in Notify Slack User to your intended Slack username (e.g., @user).
3. Credential Required: Connect your slackApi credentials in Notify Slack User.

Step 7: Test and Activate Your Workflow

Validate end-to-end behavior and switch the workflow to production mode.

1. Click Execute Workflow and send a sample payload to Inbound Call Webhook.
2. Confirm that Clone Slide Deck creates a new deck, Apply Slide Updates replaces placeholders, and Remove Currency Slide runs when the condition is met.
3. Verify the Slack message in Notify Slack User contains the correct client name and presentation link.
4. When successful, toggle the workflow to Active to enable live processing.