workflow automation pitch deck template

Author: Viktor

Pitch Deck Expert. Ex Advertising. Founder of Viktori. $500mill In Funding. Bald Since 2010.

The 12 Slide Automation Pitch Deck Template​

Slide 1 — Elevator Pitch (The Hook)

Slide Title:

“Manual Work is Expensive. Automation is Inevitable.”

Content:

We help businesses eliminate costly manual processes by delivering intelligent automation solutions that increase efficiency, reduce errors, and free teams to focus on higher-value work.

Supporting Visuals:

  • Tagline: “Automate What Matters.”

  • Logo / Brand

  • 1-Liner Descriptor:
    “AI-Powered Automation Platform for Enterprise Workflows”

Optional Visual Hook:

Statistic like:
“78% of companies still rely on spreadsheets for critical operations.” — McKinsey


Slide 2 — Investor Highlights (Proof Points)

Slide Title:

“Why Now. Why Us.”

MetricValue
TAM$250B+ Automation Market (Gartner)
Traction50+ Enterprise Customers in 12 Months
TechnologyPatented AI-Driven Workflow Engine
Revenue$3M ARR / 250% YoY Growth
Customers[Logo Line: Fortune 500 Clients]
FoundersEx-Google AI / UiPath / Deloitte Team

Visual:

Icons for each proof point.
Clean, minimalist, bold font.


Slide 3 — Problem & Impact (Name the Enemy)

Slide Title:

“Manual Processes Are a Hidden Tax on Every Business”

Core Problems:

  • Operations teams waste 40% of time on repetitive tasks.

  • Human errors cost businesses $3.1 trillion globally per year (IBM).

  • Growing complexity makes processes harder to manage at scale.

Visuals:

  • Before vs. After Workflow Visual

  • Friction Points:
    Spreadsheets → Email Threads → Legacy Systems → Human Bottlenecks


Slide 4 — The Opportunity Landscape (Market Context)

Slide Title:

“Automation is the Next Digital Transformation Wave”

Data Points:

  • Automation Software Market CAGR 23%+ (Grand View Research)

  • AI Adoption at Enterprise Level up 270% in 4 Years (Gartner)

  • 75% of CFOs Prioritize Process Automation for 2025 (PwC)

Visual:

  • Industry Landscape Map

  • TAM/SAM/SOM Breakdown

  • Future Trends Visual —
    “From Static Processes → Dynamic, Self-Learning Systems”


Slide 5 — Solution Overview (What We Built)

Slide Title:

“The Smart Automation Platform Built for Scale”

Value Proposition:

An end-to-end automation platform combining AI, RPA, and workflow orchestration — purpose-built for complex enterprise environments.

Features:

  • No-Code Automation Designer

  • AI-Powered Data Extraction

  • Integration with Any System (ERP, CRM, Custom APIs)

  • Real-Time Process Analytics & Monitoring

Visual:

Screenshot or Diagram of Platform
Show Before/After State or Simple Flow


Slide 6 — How It Works (Product Mechanics)

Slide Title:

“Automate in 3 Simple Steps”

Visual:

Process Diagram — Example:

  1. Discover — Map Processes & Identify Automation Opportunities (AI Assist)

  2. Design & Deploy — No-Code Builder + Pre-Built Templates

  3. Optimize & Scale — Real-Time Monitoring, AI Recommendations

Slide 7 — Customer Benefits (Sell Outcomes, Not Tech)

Slide Title:

“What Customers Achieve With Us”

Core Benefits:

BenefitImpactExample
Time SavingsAutomate repetitive tasksHR onboarding time cut by 90%
Cost ReductionEliminate manual errors$1M saved in operational costs/year
ScalabilityBuild once, scale infinitelyAutomated processes across 5 geos

Visual:

Icons per benefit
Optional ROI Calculator Snapshot:
“Avg. Customer ROI: 5x in Year 1”


Slide 8 — Go-To-Market Strategy (How We Win Customers)

Slide Title:

“Targeting the Right Customers at the Right Time”

GTM Channels:

  • Direct Enterprise Sales → Mid-to-Large Companies

  • Channel Partnerships → System Integrators, Consultants

  • Developer-Led Growth → No-Code Automation Marketplace

  • Thought Leadership → Webinars, Content, Industry Events

Visual:

GTM Flywheel or Funnel
Show Target Customer Personas (Operations, IT, CFOs)


Slide 9 — Business Model (Revenue Engine)

Slide Title:

“Recurring Revenue at Scale”

Revenue Streams:

Revenue ModelDetails
SaaS SubscriptionPer Workflow / User / Seat Pricing
Usage-BasedVolume of Processes Automated
Professional ServicesSetup, Integration, Customization

Visual:

Graph showing predictable recurring revenue (ARR growth)

Optional Note:
“Average Customer LTV: $250,000+”


Slide 10 — Traction & Validation (Proof of Execution)

Slide Title:

“Momentum That Matters”

Key Metrics:

  • $3M ARR → 250% YoY Growth

  • 50+ Enterprise Customers

  • Global Expansion: US, EU, APAC

  • Industry Recognition: Gartner Cool Vendor, Top AI Startup (Forbes)

Visual:

Timeline of Milestones or Success Logos Wall
Testimonials Snippets or Case Study Quotes


Slide 11 — Financial Projections (Future Growth)

Slide Title:

“Forecasting Sustainable Growth”

YearRevenueCustomersKey Milestones
2025$10M ARR150+Expand to APAC
2026$25M ARR400+AI Automation Engine V2
2027$50M ARR1000+IPO or Strategic Acquisition Potential

Visual:

Line Chart or Bar Graph
Key Assumptions Callout Box:
“70% Gross Margins | 120% Net Revenue Retention”


Slide 12 — Vision & Closing (Big Future + CTA)

Slide Title:

“Automating the Future of Work”

Vision Statement:

“We believe the future of work is autonomous, intelligent, and human-centric — where automation empowers people, not replaces them.”

Closing Line:

“Join us in building the operating system for modern enterprise productivity.”

Call to Action:

  • Contact: [CEO Name]

  • Email / Website

  • Optional QR Code for Scheduling a Call or Demo

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Plan on building the pitch deck yourself?

Option 1: Build with Gamma

Gamma is the preferred Ai presentation maker and if you’re strapped for resources, this tool will help you flesh out an ok pitch deck presentation. Here’s how it looks: 

Option 2: Do It Yourself

If you’ve done a few presentation in the past, then this is the option you should take. Follow these simple steps:

  • Pick one of the premium Envato templates by clicking on the image below,
  • Answer the slide by slide questions I listed in the section below the image
  • Follow the pitch deck guide I linked out to, next to the questions,

And build your own deck. It’s as easy as that. 

Key Questions to Ask Yourself And Write The Automation Pitch Deck Slides

Slide 1 — Elevator Pitch (The Hook)

Questions to Ask:

  • What is the #1 painful problem your target customers face?

  • How do they describe this pain in their own words?

  • What is the enemy you’re fighting against? (Inefficiency, Waste, Complexity, etc.)

  • What is your single-line value proposition?

  • What is your bold vision or mission?


Slide 2 — Investor Highlights

Questions to Ask:

  • What is the size of your market (TAM/SAM/SOM)?

  • What traction have you achieved to date? (ARR, Customers, Growth %)

  • What awards, partnerships, or press have you secured?

  • What is the unique technical advantage of your product?

  • Why is your team qualified to win?


Slide 3 — Problem & Impact

Questions to Ask:

  • What specific manual tasks or processes are wasting time/money today?

  • What measurable impact does this problem have on your customer’s bottom line?

  • What happens if the customer does nothing?

  • Are there stats, industry trends, or customer quotes to support this problem?

  • How is the pain growing over time?


Slide 4 — Opportunity Landscape

Questions to Ask:

  • How big is the automation opportunity globally and in your niche?

  • What emerging trends (tech, market, regulation) support this opportunity?

  • Who else is in the space? Are they solving the problem differently?

  • What unmet gap are you focused on?

  • Why is now the right time for this solution?


Slide 5 — Solution Overview

Questions to Ask:

  • What exactly is your solution?

  • What are the core features or components?

  • What is your “secret sauce” or competitive advantage?

  • What does the customer journey look like with your product?

  • What is the most visually clear way to show this?


Slide 6 — How It Works

Questions to Ask:

  • What are the 2-4 main steps your customer takes from onboarding to automation success?

  • What integrations or tech do you plug into?

  • How simple is your product to deploy?

  • How long does it take to see value?

  • Can you visualize the “before and after” journey?


Slide 7 — Customer Benefits

Questions to Ask:

  • What top 3 benefits do customers care about most?

  • What measurable outcomes (time saved, cost reduced) can you show?

  • Do you have any ROI data, case studies, or testimonials?

  • How does your solution impact different departments (Ops, IT, Finance)?

  • What’s your biggest customer success story?


Slide 8 — Go-To-Market Strategy

Questions to Ask:

  • Who is your ideal customer profile (ICP)?

  • What is your primary sales strategy? (Direct, Partner, Developer-Led)

  • What marketing channels have worked best?

  • Are there key partners, resellers, or ecosystems you leverage?

  • How do you scale customer acquisition?


Slide 9 — Business Model

Questions to Ask:

  • How do you price your solution? (SaaS, Usage-Based, Hybrid)

  • What does a typical customer pay annually?

  • Do you offer upsells, professional services, or expansion revenue?

  • What is your average Customer Lifetime Value (CLV)?

  • What is your Customer Acquisition Cost (CAC)?


Slide 10 — Traction & Validation

Questions to Ask:

  • What metrics prove demand? (ARR, MRR, logos)

  • Do you have marquee customers or partners?

  • Any awards, media coverage, or analyst recognition?

  • Do you have pilot programs or case study data?

  • How fast are you growing compared to peers?


Slide 11 — Financial Projections

Questions to Ask:

  • What are your 3-5 year revenue projections?

  • What assumptions drive your model? (Pricing, # Customers, Retention)

  • What gross margin do you expect?

  • When do you expect to break even or reach profitability?

  • What key milestones do you plan to hit each year?


Slide 12 — Vision & Closing

Questions to Ask:

  • What is your ultimate vision for the company or industry?

  • How does your solution impact people, businesses, or the world?

  • What will success look like in 5-10 years?

  • What’s the emotional reason investors should join you?

  • What’s your clear Call to Action? (Intro Call, Investment Ask, Demo)

automation pitch deck guide

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Alternatively, book a call and get the full pitch deck done. Hands-off.​

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Related Automation Pitch Deck Templates

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Table of Contents

Table Of Contents

The 12 slide pitch deck framework that got my clients $500m in funding.

I’ve developed 12 simple formulas that will save 40 hours of your time and show you how to craft content that makes investors invest. 

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