What's Next For Accounting? - Issue #66

๐Ÿ—“๏ธ This Week

๐Ÿ’ŽThis Week's Sponsor

๐Ÿค– Automate My Thing

Auto-Generate Slides for Tax & Financial Delivery

Let's generate a few fancy looking slides to include with delivery of tax returns or financial statements. This is especially handy when delivering over video:

I shared the full build guide in this thread. In short:

  1. Create a slide deck - Google Sheets or PowerPoint, the process is the same for both - design a couple slides and use double curly brackets for any variables, like client names or amounts

  2. Create a form - members of your team can complete the form, and these details are then inserted into the slide deck. I used Airtable since it's free and super easy. Here's an affiliate link if you're trying it out for the first time

  3. Create the automation - Create a new zap that (1) triggers when someone completes the airtable form, (2) creates a slide deck from a template, plugging the values from the form into the curly bracket variables, and (3) emails a link to the slide deck to whoever completed the form

That's it! If you end us taking this for a spin, I'd love to see your slides. A few resources:

๐Ÿ˜From The Community

My community Realize is a private space for people to swap ideas & collaborate. At $180/mo itโ€™s also the way I finance everything else I do, pay a full-time creative director, and a part-time developer in an effort to make the accounting industry a slightly better place ๐Ÿ’— The community is currently about 270 members strong.