How to automate repetitive sales tasks in Gamma to save team hours

If you’re in sales, you know the drill: chasing leads, updating decks, copying data from one place to another, and then realizing you’re doing the same thing every. single. week. This guide is for sales teams (and anyone stuck doing sales admin work) who are tired of busywork and want to get back to actually selling. We’ll dig into practical ways to automate repetitive tasks using Gamma, so your team can finally spend more time talking to people, not wrestling with slides and spreadsheets.

Let’s get to it.


Why bother automating sales tasks?

Look, there’s no glory in copy-pasting lead info for hours. Automation isn’t about replacing people; it’s about letting humans do what they’re good at (building relationships) and letting software deal with the grunt work. Gamma’s designed to help with this, but—truth time—it won’t magically fix broken processes or bad sales habits. It will save you hours if you set it up right.

Common time-wasters Gamma can help with: - Creating and updating pitch decks or proposals for each client - Personalizing outreach with up-to-date data - Tracking follow-ups and task reminders - Syncing notes and updates into your CRM - Chasing down the “latest” version of a document

If any of these pain points sound familiar, you’re in the right place.


Step 1: Get the basics set up in Gamma

Before you can automate anything, Gamma needs to be set up for your team’s workflow. Don’t skip this—bad setup leads to more chaos, not less.

Here’s what you need to do:

  1. Set up your workspace:
  2. Invite your team members.
  3. Decide on folders or workspaces for different sales stages (prospects, proposals, closed deals, etc.).
  4. Set permissions so folks only see what they need. Less confusion, fewer mistakes.

  5. Import your existing docs:

  6. Upload your current slide decks, templates, and checklists. Gamma can handle PowerPoint and PDF files, but double-check formatting—auto-conversion isn’t always perfect.
  7. Clean up file names and versions now, while you’ve got the chance.

  8. Connect your other tools:

  9. Gamma integrates with CRMs, Slack, Google Drive, and some email platforms.
  10. Be ruthless: only connect what you actually use. More integrations can mean more noise.

Pro Tip: Don’t try to automate everything at once. Pick one or two repetitive tasks to start with—otherwise, you’ll end up with a mess that’s harder to untangle than your old process.


Step 2: Automate sales deck and proposal creation

Sales teams burn tons of time updating decks for every client. Gamma can help you templatize and personalize proposals without starting from scratch.

How to do it:

  1. Create master templates:
  2. Build out your standard pitch deck or proposal as a Gamma template.
  3. Use placeholders for names, companies, numbers, and product details. Example: {{Client Name}}, {{Industry}}, {{Pricing}}.

  4. Set up variable fields:

  5. Gamma can prompt you to fill in blanks when creating a new doc from your template. This is way faster (and less error-prone) than hunting through slides.
  6. If you connect your CRM, Gamma can auto-pull client info—just double-check mappings so you don’t end up pitching “Acme Corporation” to “Beta Widgets.”

  7. Automate slide updates:

  8. For recurring data (like pricing tables, case studies, or product stats), link slides to a “source of truth” doc or spreadsheet.
  9. When the source updates, Gamma can push changes to all connected decks. No more outdated numbers.

What works:
Templates save hours, especially when onboarding new reps. Auto-fill fields are reliable—so long as your CRM data isn’t a disaster.

What doesn’t:
Heavy customization still takes human effort. If every proposal is wildly different, automation helps less. And if your data in the CRM is junk, you’ll just be automating mistakes.


Step 3: Automate follow-ups and reminders

Following up is crucial, but easy to forget. Gamma’s automation can keep you on track without endless calendar invites and sticky notes.

How to do it:

  1. Set reminder workflows:
  2. When you create a new proposal or client doc, set a follow-up reminder right in Gamma.
  3. You can trigger reminders based on document views (e.g., “Remind me 2 days after the client opens this”) or scheduled dates.

  4. Auto-log activities:

  5. If connected to your CRM, Gamma can log when you sent a deck, when it was viewed, and when you followed up.
  6. This is gold for keeping your pipeline clean and knowing who’s gone cold.

  7. Use automated notifications:

  8. Set up Slack or email notifications for key events—like when a prospect opens your deck or when a proposal is about to expire.
  9. Just don’t go overboard. Too many pings = everyone tunes out.

What works:
Automated reminders and logging help you keep promises and avoid dropped balls—especially when juggling lots of deals.

What doesn’t:
Notifications can get noisy fast. Be careful not to flood your team’s inbox or Slack with pointless alerts.


Step 4: Sync notes and updates with your CRM

Nobody wants to enter the same data twice. Gamma can sync meeting notes, status updates, and document activity directly into your CRM (if you’ve connected them).

How to do it:

  1. Take meeting notes in Gamma:
  2. Use Gamma’s note-taking feature during calls. Tag action items and next steps right in the doc.

  3. Map fields to your CRM:

  4. Make sure Gamma knows where to send each type of info (e.g., meeting notes to “Activity,” follow-ups to “Tasks”).
  5. Test this with a dummy record before rolling it out team-wide.

  6. Set up auto-sync rules:

  7. Decide what gets synced automatically (e.g., every note, only closed deals, etc.). Don’t be afraid to keep some things manual if it avoids clutter.

What works:
Auto-sync saves time and cuts down on missing info. Good field mapping means less confusion and cleaner records.

What doesn’t:
CRMs are notorious for bad data. If your fields are a mess or your team uses weird workarounds, syncing will just multiply the chaos.


Step 5: Review, refine, and (occasionally) hit pause

Automation isn’t “set it and forget it.” Things change—products, teams, sales tactics. Make time to review what’s working and what’s just making noise.

How to do it:

  • Check automation logs: See what’s running, what’s failing, and where things get stuck.
  • Ask your team: Are automations actually saving time, or just moving the busywork around?
  • Tweak settings: Turn off what’s not useful. Double down on what saves real time.
  • Stay skeptical: Don’t automate a broken process. Fix the workflow first, then automate.

Pro Tip: Quarterly reviews are enough for most teams. If you’re constantly putting out fires, that’s a sign something’s off.


What to skip (for now)

Not every automation is worth your time. Here’s what to ignore until you’ve nailed the basics:

  • Hyper-complex multi-step automations: The more moving parts, the more likely something will break. Start simple.
  • Automating “relationship” emails: Personal messages still work best when they sound human. Use automation for reminders, not for every touchpoint.
  • Integrations you don’t actually use: If your team hates a tool, don’t bother connecting it.

Keep it simple, tweak as you go

You don’t need to overhaul your whole sales process overnight. Pick the repetitive tasks that suck up the most time, automate those in Gamma, and see what actually helps. If something’s more hassle than it’s worth, pause it and move on. The goal isn’t to have the fanciest setup—it’s to give your team more hours back for real sales work.

Keep it simple. Automate what matters. And don’t be afraid to change things up when your process (or your team) evolves.