Zapier integration

How to use the Plus AI integration with Zapier to automate workflows for generating presentations

What is the Plus AI Zapier integration?

With the Plus AI for Zapier integration, you can use Zapier to create “Zaps” to generate presentations. Zaps are automated workflows that let you set up various actions like creating a new presentation when you update a CRM record, remixing and updating slides with live data, or even generating presentations in a pinch when you don’t have access to PowerPoint.

What Plus AI actions and triggers are available in Zapier?

Triggers:

• New Presentation: Triggers when a new presentation is created.

Actions:

• Create Presentation: Create a new presentation from a prompt or data source.

• Get Presentation: Gets a presentation by ID, allowing you to view the contents of the presentation, obtain a link for downloading it, and other interactions.

How to Connect Plus AI and Zapier

1. Sign up for Zapier. If you don’t already have an account you can sign up at https://zapier.com/sign-up.

2. Once you are signed up and signed in to Zapier, navigate to the App Connections section in the left-hand sidebar.

3. Click the “Add connection” button on the right side of the screen, type in Plus AI in the search field, select it, and press the “Add connection” button below the search field.

4. You will be asked to allow Zapier to access your Plus AI account, as well as for your Plus AI API key. To generate the key, open the Plus AI add-in in PowerPoint or Google. Open the dropdown with your email in the top left, then click API. Click on “Create API Key” to generate an API key. You can also generate an API key here.

1. Copy your API key and paste it into Zapier. Then click “Yes, Continue to Plus AI”

You should now see Plus AI listed under your App Connections. You’re ready to create some Zaps!

How to create Zaps

Zaps are your automated workflows that you can set up once Plus AI is connected to Zapier. Here is an example to show you how to set one up. We've also set up a template in Zapier to make it easy for you to replicate.

In Zapier, click Create to set up a new Zap

For this example, we'll set up a Zap that starts with a message in Slack to create a presentation, creates it, then replies to the message in Slack with an upload of the finished slide deck.

1. Click on Trigger, and use search to find the Slack app.

2. In the right hand menu, select a Trigger event: “New Mention”. Then connect your Slack account to continue.

3. In the Configure tab, set up a Highlight Word. Let's use "Make a presentation" for this. (Adding a username is optional.)

4. Test your connection. (Note that you'll need to have examples of this trigger event in your Slack account) Select one of the records then press “Continue with selected record.”

5. Now, on the main canvas, click on Action to search for Plus AI.

6. In the Action event dropdown, select Create Presentation, which will generate a new presentation when your trigger event happens.

7. In the Configure tab, set up the Presentation Prompt. You can click + and then select the text "Make a presentation ... " to use the Slack message as the prompt.

8. Test the Action to continue.

9. Next, we'll set up actions to fetch the generated presentation. First, add a "Delay by Zapier" action to wait 2 minutes.

10. Then, add a Get Presentation action. Search for Plus AI again and select Get Presentation as the action event.

11. In the Configure tab, for Presentation ID, click + to select "ID of your new presentation".

12. Finally, we'll add an Action to send a message back to Slack. Add an action event "Send Channel Message"

13. Configure your Slack message by specifying the Channel and Message Text. Make sure you include include "PPTX File URL" as part of the message.

    
14. Test your action.

15. Publish your Zap to start creating presentations directly in Slack via "Create a presentation..."

What else can I do with Plus AI in Zapier?

We’ve set up some preconfigured templates for common automations.

• Create presentations in Plus AI and send via Slack channels with new Slack mentions: This is the template we set up in our tutorial example above.

• Create Plus AI presentations when new files are added to Google Drive folders: Create a presentation via a Zap and receive an email through Gmail when the presentation is created and added to a Google Drive folder.

• Create Plus AI presentations for new or updated Google Sheets rows: For example, add a customer record to your spreadsheet to trigger a draft sales presentation.