Create PitchDecks in PowerPoint.

GPTfy provides native Salesforce data access within Microsoft PowerPoint through our secured Microsoft Copilot agent, available from Microsoft AppSource. Prompt Builder pulls the right fields from Opportunities, Accounts, and Forecasts, while Prompt Builder shapes each slide's narrative. Generate presentations, create data visualizations, and build executive reports directly in PowerPoint without manual data entry or design work.

Yes, our integration is secured because it's a Microsoft-approved Copilot agent with direct certification from Microsoft AppSource. Your data stays within the Microsoft-Salesforce ecosystem with production-ready security, Named Credentials authentication, and complete audit trails.

Implementation typically takes hours, not weeks. Organization administrators can deploy our Microsoft Copilot agent directly from AppSource through guided setup with your existing Microsoft authentication.

GPTfy's Prompt Builder pulls live Opportunity, Account, and Forecast data directly from Salesforce into PowerPoint through the Copilot agent. Instead of screenshotting dashboards, the AI generates formatted slides with up-to-the-minute numbers, pipeline charts, and deal summaries. If the pipeline changes between creation and your meeting, you can regenerate slides in seconds to reflect current data.

GPTfy's Security Layer enforces field-level masking and Named Credentials authentication on every data request from PowerPoint. Sensitive fields like deal margins or customer PII are masked before reaching the AI model, and complete audit trails are captured in AI_Response__c records. Unlike CSV exports that lose all access controls, data accessed through the Copilot agent remains governed by your Salesforce security policies.

GPTfy's Prompt Builder supports multiple presentation templates configured by team or use case. Sales teams can have QBR deck templates pulling pipeline data, while service teams use customer health report templates pulling Case and CSAT metrics. Profile-based visibility controls ensure each team sees only their relevant templates, and Prompt Builder is configured per template to pull the exact Salesforce fields needed for each slide type.