Turn Your Workflow Automation Idea into Investor Gold— Starting with this 11 Slide Right Pitch Deck Template | Google Slides

Alright, so you’re swamped with routine tasks, chasing down approvals, and getting bogged down in repetitive processes. Sound familiar? The thing is, it doesn’t have to be that way. Imagine if the day-to-day grind could run itself—your team could actually focus on the projects that matter. But here’s the catch: most people think automation is some complex, pie-in-the-sky dream.

I’m Viktor, a pitch deck expert and creative business strategist. Over the past 13 years, I’ve helped businesses secure millions of $ in funding thanks to my approach and I’m sharing it here in this pitch deck guide.

Think of this guide as the blueprint that shows investors why your automation idea isn’t just “cool tech” but the answer to an enormous market need. I’m here to make sure your pitch isn’t just smart—it’s the solution investors didn’t know they needed.

Ready? Let’s automate this pitch.

Pushing Case Studies Like Pushing Code: Check out our case study on how we helped a SaaS platform for HR develop a pitch deck to raise funding for their next round.

11 Slide Workflow Automation | Google Slides

Slide 1: Elevator Pitch Slide

Headline: “Elevating Workflow Efficiency: The Ultimate Solution for Scaling Success”

• Identify the Problem: “Manual workflows are slow, error-prone, and resource-intensive.”
• Create Urgency: “Modern businesses need an efficient solution to streamline processes today.”
• Agitate the Pain Point: “Without automation, organizations waste significant time and resources on repetitive tasks.”
• Present the Solution: “Our platform automates tasks with seamless integrations, empowering businesses to scale effortlessly.”
• Intriguing Hook: “Think of it as Slack, but for automating all repetitive tasks across your tech stack.”

Visuals: Infographic showing manual vs. automated workflows to highlight productivity gains.

Slide 2: Investor Memo Slide

Market Opportunity and Growth Potential:

• Global Market Size: The workflow automation market is expected to reach $21.7 billion in 2024, projected to grow to $34.18 billion by 2029 at a CAGR of approximately 9.52% (Mordor Intelligence).
• Growth Drivers: Increasing demand for AI and machine learning integration, particularly in sectors like BFSI (Banking, Financial Services, and Insurance), healthcare, and manufacturing, which account for the largest shares due to complex processes (Emergen Research).
• Competitive Advantage: Unlike traditional systems, our no-code platform integrates easily with existing software, making it accessible for teams of all technical abilities.

Visuals: Market size bar graph and competitor landscape.

Slide 3: Problem Statement

Headline: “The High Cost of Manual Workflows”

• Current Pain Points: “Inefficiencies lead to wasted time and rising costs.”
• Industry Impact: Companies in high-compliance sectors like BFSI and healthcare are particularly burdened by regulatory requirements, which demand accurate, fast processing.
• Visuals: Statistics (e.g., companies lose over 20% of productive time on repetitive tasks) with a testimonial image depicting workflow frustrations.

Slide 4: Solution Overview

Headline: “Our Platform: Automating Success for Every Industry”

• Core Solution: Automates tasks across platforms with zero coding required, enabling customization for HR, finance, IT, and customer support teams.
• Key Features: Plug-and-play integrations, real-time tracking, and a user-friendly interface.
• Visuals: Step-by-step infographic illustrating workflow automation.

Slide 5: Market Opportunity

Headline: “A $34 Billion Market Ripe for Automation Innovation”

• Market Potential: The global automation market, driven by sectors like BFSI and healthcare, will reach $34.18 billion by 2029, with steady growth due to rising demand for efficiency in regulated industries.
• Pain Point: 65% of large enterprises prioritize workflow automation to streamline operations and reduce human error (Global Market Insights).
• Visuals: Market size bar graph and pie chart of key market segments.

Slide 6: Competitive Advantage

Headline: “Why We Stand Out in Automation”

• Unique Value Proposition: Our no-code, scalable solution with advanced analytics integrates into legacy systems seamlessly, differentiating us from other solutions.
• Competitor Analysis: Positioning against top competitors (IBM, Oracle, Appian) with focus on ease of use and customization.
• Visuals: Comparison table highlighting differentiators.

Slide 7: Customer Benefits

Headline: “Empowering Teams with Efficient, Automated Workflows”

• Stakeholder Benefits:
  • Executives: Real-time insights for data-driven decisions.
  • Managers: Reduced operational costs and minimized errors.
  • Employees: Faster task completion and minimized repetitive work.
• Testimonials: Feedback from pilot clients in BFSI and healthcare sectors.
• Visuals: Highlighted testimonials and infographic on benefits.

Slide 8: Traction and Case Studies

Headline: “Growing Demand and Proven Success”

• Early Metrics: 150+ customers, 200% user growth YoY, and a 98% satisfaction rate.
• Case Study: Leading insurance company achieved 40% process efficiency, and a healthcare provider reduced errors by 30%.
• Visuals: Growth trendline and notable logos.

Slide 9: Team & Partnerships

Headline: “Expert Team with Strong Strategic Partnerships”

• Team Background: Experienced professionals from leading tech companies in automation, machine learning, and AI.
• Partnerships: Collaborations with Salesforce and AWS to enhance integration capabilities.
• Visuals: Team headshots with titles and logos of partners.

Slide 10: Financial Projections & Funding Ask

Headline: “Scaling to Meet Market Demand”

Financial Projections (Hypothetical):

• Year 1: Revenue: $3 million, Expenses: $1.5 million, EBITDA: $500k
• Year 2: Revenue: $7 million, Expenses: $4 million, EBITDA: $2 million
• Year 3: Revenue: $15 million, Expenses: $8 million, EBITDA: $6 million

Funding Ask: Seeking $5 million to scale marketing, expand R&D, and increase customer acquisition by 50%.

Visuals: Financial projections graph and pie chart of fund allocation (e.g., 40% R&D, 30% marketing, 20% infrastructure, 10% operations).

Slide 11: Vision and Call to Action

Headline: “Be Part of the Future of Business Efficiency”

• Long-Term Vision: “Our platform aims to be the leading automation hub for businesses of all sizes, enabling real-time workflow management.”
• Call to Action: “Invest now to join us in driving the next wave of productivity innovation.”
• Visuals: Futuristic image symbolizing innovation in business processes.

This pitch deck template combines real market data and financial projections to support a compelling investment narrative for workflow automation, showcasing the platform’s unique value and market potential.

Last Words

Now, if you’re like most of us, the thought of selling efficiency with automation sounds more “necessary” than “exciting.” But here’s where we flip that script. Imagine taking your company from tangled processes to streamlined precision—zero wasted time, fewer errors, and a high-powered team that’s laser-focused on what they do best. It’s a game-changer for you, your team, and your bottom line.

So, are you ready to be the brand that turns every ‘busy work’ task into an automated flow of productivity? Then let’s turn this pitch deck into the one investors won’t just remember—they’ll be lining up to support. You got this!

If you want to really dive into the world of pitch decks, check out our complete collection of pitch deck templates.