Flexible filters
Create a repeatable Excel workflow that can vary by account, date range, campaign, region, or audience.
Excel integration
Turn Excel data into ready-to-share reports.
Connect Excel to reusable templates so teams can create presentations, documents, dashboards, spreadsheets, PDFs, and email updates from trusted data.
Use Excel as the source, then choose the deliverable.
Slideform lets teams map Excel data into approved templates, apply filters, and refresh reports without copying visuals by hand.
Spreadsheets
Excel to report
- Connect or authorize the source.
- Map data into placeholders.
- Use the Analyst for summaries.
- Export or schedule the report.
Analyst summaries
Turn raw metrics into concise, reviewable commentary.
Template-safe output
Preserve the brand system while refreshing the numbers, charts, and tables.
Create the right format for the moment.
Choose the deliverable that fits the audience.
Presentations
Google Slides and PowerPoint decks for reviews, QBRs, and recurring updates.
Documents
Google Docs, Word, and PDF reports with narrative, tables, charts, and images.
Spreadsheets
Excel and Google Sheets outputs for exports, tables, and operational reporting.
Dashboards
Share interactive or static dashboard views alongside the final narrative.
Email updates
Send data-driven summaries and stakeholder updates from reusable templates.
Design your workflow
Connect a source, choose a template, and see how Slideform turns recurring reporting into a deck.