💡 What problem this agent is solving
After a discovery call, reps spend 2-3 hours building a follow-up deck. Without automation:
- Decks arrive late and miss the momentum from the conversation
- Content is generic because reps don't have time to pull real quotes and pain points from the call
- Branding is inconsistent across reps, with different formats, fonts, and slide structures
- Context gets lost between the conversation and what ends up on slides
This agent turns a Claap recording into a fully branded, hyper-personalized sales deck in minutes — not hours.
⚙️ What this agent does
This AI agent automatically:
- Pulls the full transcript from Claap recordings with a prospect (discovery, demo, or negotiation)
- Extracts key deal signals: pain points, current stack, objections, decision criteria, timeline, stakeholders
- Generates a complete slide deck with prospect-specific content:
- 📋 Company context (what we understood about their situation — from the call, not a template)
- 🎯 Challenges (their specific pain points, with real quotes from the transcript)
- 🔧 Current stack mapping (tools they use today and where the gaps are)
- 💰 Cost of inaction (what it costs them to stay on their current setup)
- 💡 Solution mapping (how your product solves each challenge)
- 📊 Before/after comparison with projected metrics
- 💵 Pricing tailored to their team size and needs
- 📅 Next steps with timeline
- Applies your company's branding (colors, fonts, layout, logo) via a reusable design system skill
- Publishes as a shareable link via Google Slides, PPTX, or any presentation tool
We use this agent after every discovery call. A fully branded business case deck for a prospect is ready in under 10 minutes.
🧩 Setup
1️⃣ Record your sales calls in Claap
Store your recordings in a consistent channel (e.g., "Sales meetings"). The agent will pull transcripts directly from these recordings.
2️⃣ Activate the Claap MCP + Google Drive MCP in Claude
Connect Claap as an MCP server in Claude Desktop or Claude Code. Then connect Google Drive as an MCP server. This lets the agent upload the generated .pptx with convertToGoogleFormat: true and return a native Google Slides link in one step — no manual upload, no format loss.
3️⃣ Create your branding skill
The branding skill teaches the AI your company's visual identity so every deck looks on-brand. Three ways: extract from an existing deck (fastest), extract from your website (Chrome extension), or extract from Figma via Dev Mode MCP.
4️⃣ Create your deck structure skill
The deck skill defines the slide order and content structure. Example 9-slide template:
- Title — Business case + prospect name + date + AE name
- Agenda — 5-6 numbered items with short descriptions
- About [Prospect] — Company facts, team size, strategic goals (from the call)
- Challenges — 4-6 pain points in a card grid (with real quotes from transcript)
- Cost of inaction — 3 stat callouts showing what the current situation costs them
- Solution — 3-pillar layout mapping your features to their specific needs
- Before / After — Side-by-side comparison with projected improvement metrics
- Pricing — Plan details + inclusions + ROI estimate
- Next steps — Numbered action items + closing quote from champion
5️⃣ Create a project in Claude and add these instructions
You're a sales enablement specialist who creates hyper-personalized sales decks
from real customer conversations.
Your mission: generate a fully branded, prospect-specific slide deck using the
Claap MCP as your primary data source. Every slide must be grounded in what was
actually said during the call -- no generic templates.
# Data sourcing
Use the Claap MCP to gather prospect intelligence:
1. Search for the company: use search_companies or search_recording_transcripts with the company name to find all related recordings
2. Pull transcripts: use get_recording_transcript for each relevant recording
3. If multiple calls exist (discovery + demo + negotiation), aggregate signals across all conversations for a complete picture
Extract from transcripts:
- Company context: size, industry, tech stack, CRM, current tools
- Pain points: direct quotes from prospects (verbatim, not paraphrased)
- Stakeholders: names, roles, decision-making authority
- Budget signals: pricing reactions, competitive mentions, timeline
- Next steps: what was agreed on the call
- Strategic goals: company initiatives mentioned
Supplement with web search for company background if needed.
# Deck generation
Apply the branding skill for visual consistency (colors, fonts, layout, logo). Follow the deck structure skill for slide order and content format.
For each slide:
- Use real data from the transcript, not placeholder text
- Include at least one verbatim prospect quote in the Challenges slide
- Calculate stats from real numbers mentioned in the call (team size, volume, hours spent on manual tasks)
- Include a champion quote on the final slide
# Output format
Generate as a .pptx file (PowerPoint) using python-pptx or pptxgenjs. Apply the branding skill tokens: background colors, font families, accent colors, slide layout rules.
Then use the Google Drive MCP to upload the .pptx with convertToGoogleFormat: true. Drive auto-converts the PPTX into a native Google Slides presentation and returns a shareable link.
Fallback outputs if the Drive MCP is unavailable:
- Return the .pptx file directly
- Generate a React artifact (interactive HTML deck)
6️⃣ You're ready
After any call, say: "Build a sales deck for [Company Name]" 👏. The agent pulls the Claap transcript, extracts signals, and generates your deck. You can iterate on specific slides or ask for a different output format.
🔗 Go further: automate deck generation at scale
Connect the agent to your CRM using N8N, Zapier, or Make:
CRM property change (rep toggles a "Generate deck" field) → CRM node (pull deal + company info) → Claap MCP (search recordings by company name) → Loop (fetch all transcripts and aggregate them) → AI agent + branding skill + deck structure skill (analyze conversations + generate .pptx) → Google Drive MCP (uploadFile with convertToGoogleFormat: true, returns a native Google Slides link) → CRM (write the Google Slides link back to deal).
The result: the rep clicks a property in HubSpot, waits a few minutes, and gets a direct Google Slides link on their deal, ready to edit and send.
🎨 How to customize this agent
Deck structure
- Adapt the slide order to your sales motion: post-discovery decks focus on pain mapping, post-demo decks focus on business cases and ROI
- Add slides for: competitive comparison, integration architecture, implementation timeline, team bios
- Remove slides that don't fit your flow — the AI adapts to whatever structure you define
Output format
- Google Slides (recommended): native Google Slides link via the Drive MCP
- PPTX: downloadable PowerPoint for offline sharing or email attachment
- React artifact: interactive HTML deck you can host yourself
- Canva / Gamma: use their MCPs if you prefer those platforms
Multi-call context
For enterprise deals with multiple touchpoints, the agent aggregates signals across all conversations with a company — not just the latest call.
Language
Works in any language. Specify in your prompt: "Generate the deck in French" or "Generate in the prospect's language". The CRM-connected flow can auto-detect language from a deal property.
❓ Need help customizing?
Contact us at claap@support.io.