Account Decks Built From Salesforce. Instantly.

GPTfy operates as an agent attached directly to the Microsoft Copilot chat interface. When you ask GPTfy to retrieve account information, it fetches live data from your Salesforce org — account history, revenue numbers, top products, and pipeline updates — and passes it to Copilot so the presentation can be generated without any manual data gathering.

Based on the Salesforce data GPTfy provides, Copilot builds a structured deck covering revenue trends, top products, and upcoming opportunities. Each slide is formatted and customer-focused, ready to open in PowerPoint and present without additional editing or copy-pasting.

The entire workflow — attaching GPTfy in Copilot, fetching the account data, and generating the presentation — takes seconds rather than hours. Service leaders who previously spent hours gathering Salesforce data and manually formatting slides can now have a presentation-ready deck before a customer meeting with a single prompt.

Yes. Because the output is a standard PowerPoint file, you can open it and make any edits, apply your brand template, add additional context, or adjust slide order. The AI-generated deck serves as a complete starting point, not a locked document, so your team retains full control over the final presentation.

Service leaders, account managers, and customer success teams that regularly run account reviews or customer strategy sessions gain the most value. Any role that needs to translate Salesforce data into executive-ready slides — and currently does so through manual copy-paste — can eliminate that overhead with this workflow.

GPTfy is available on the Salesforce AppExchange and connects to Microsoft Copilot through standard agent configuration. No changes to your Salesforce org schema or Microsoft 365 tenant policies are required to activate this workflow, keeping deployment straightforward for IT teams.