PPTX Find and Replace

Overview

Concrete use cases:

• Sales & presales — Proposal generation When a sales opportunity reaches a certain stage, the process auto-generates a branded proposal deck populated with the client name, solution scope, pricing, and consultant name. Removes manual effort per opportunity and ensures brand consistency.
• Financial services — Client reporting A scheduled process generates monthly or quarterly portfolio reports as PowerPoint files, one per client, using account data pulled from records. Distributed automatically without manual intervention.
• Regulatory & compliance — Evidence packs After a compliance check or audit process completes, the plugin generates a PowerPoint summary pack with the case reference, findings, dates, and outcome tokens replaced from the case record. Provides a consistent, reproducible output for every case.
• Contract & procurement — Award notifications When a procurement process reaches approval, a contract award slide deck is generated with supplier name, contract value, reference number, and effective date populated from the process variables.
• HR & onboarding — Offer documents An HR process generates an onboarding presentation per new hire, personalised with their name, role, start date, manager, and team. Eliminates a manual step that previously required HR to edit a template for every joiner.
• Field services — Job completion reports After a field service job is closed in Appian, a summary report deck is generated with engineer name, site, job reference, completion date, and findings. The report is immediately available to the customer or back-office team without waiting for someone to prepare it.

Key Features & Functionality

• pptxFindReplace
  • Performs find-and-replace using parallel arrays of tokens and replacement values. Best for a fixed, known set of tokens defined at design time.
• pptxFindReplaceJson
  • Performs find-and-replace using a JSON object as the token map. Use this variant when the replacements are built dynamically at run-time, for example from a CDT serialised with a!toJson().
• Smart Service PPTX Find and Replace
  • Performs find-and-replace using a JSON object as the token map. Use this variant when the replacements are built dynamically at run-time, for example from a CDT serialised with a!toJson().