Our Playbooks provide a standardized structure for meetings with your customers, so you always have the right content at the beginning of each. But we also understand that you want to add a personal touch to your meetings and presentations (without messing up the original Google Slides presentation). Please be aware that this is a feature for Business Plan users only.

Allowing to "Duplicate in Google Drive" solves this challenge. This is how it works

  1. Allows access to your Google Drive (Settings > Internet accounts > Google Drive)

  2. In the playbook, upload the (parent) Google Slide

  3. Click on Manage presentation, and toggle on Duplicate in Google Drive

  4. Schedule a meeting with this playbook

  5. Allow customizing this meeting's playbook by clicking on Edit meeting, going to the Playbooks tab, and selecting save as... customize

  6. Switch to Google Drive and edit the Presentation

  7. Once your are done, select the (parent) Google Slide in the playbook side, click on Manage presentation and Reload from Google

When scheduling or starting a new meeting with a playbook with the setting Duplicate in Google Drive enabled, we will create a copy of the Google Slides presentation in your Google Drive folder. You can then customize the presentation for your prospect or customer in Google Drive without editing the master playbook. Make sure to always Reload from Google before or when starting the meeting.

Automatic filling of information with tokens

Tokens can help you to further customize your presentations. Just add them to your Google Slide and when reloading your Playbook, they will insert information automatically from your CRM System or from the answers of a booking question. Be aware of the following points:

  1. The Google Slides need to be preloaded in the Playbook already before scheduling the meeting. No worries, you can still make changes to it later, when editing the scheduled meeting. Make sure to to toggle on Duplicate in Google Drive.

  2. When editing the presentation in your Google Drive, don't forget the brackets around your slug ( {{ slug }} ). You can find an overview of the most common Tokens here.

  3. When editing the presentation during the meeting, simply go to the sidebar and click on the three dots on the according slide. Choose Edit in Google and your Google Drive will open automatically. After you finished, just click on Reload from Google in your sidebar again.

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