How to Automate 100+ 'Meet the Team' PDF Slides Using Power BI
- Oscar Martinez
- Mar 28
- 4 min read
Updated: Mar 29
Automation of the "Meet the Team" PDF slides with Power BI
I was recently invited to a session at the APMP, where I shared how using Power BI, SharePoint, and Power Automate can transform the process of creating "Meet the team" PDF slides. Integrating these tools can help you create a professional, error-free "Meet the team" slide deck with minimal effort.
Why does a "Meet the Team" slide deck matter?
A "Meet the Team" slide deck is essential to any presentation where building trust and showcasing capability matter. Whether you're responding to a Request for Proposal (RFP), pitching to potential investors, or introducing your company to new partners, clearly presenting your team helps establish credibility and confidence.
Power BI version
PDF Version
A well-crafted "Meet the Team" slide highlights not just individual expertise but also your team's collective strength and diversity. It helps your audience connect faces to roles and responsibilities, making the collaboration more personal and approachable. Clear and consistent team presentations demonstrate professionalism, strengthen your organization's reputation, and help reassure clients or partners about who they’ll work with. Accurate representation of your team's skills and experiences ultimately contributes to building stronger, lasting business relationships.
The Challenge: Manual Compilation is Inefficient
Most teams manually create the team decks, pulling data from multiple sources—Excel, SharePoint, OneDrive, or email threads and individually creating every profile and page in applications like PowerPoint. This approach leads to:
Inefficiencies – Collecting and formatting data for each proposal is time-consuming.
Frequent revisions – Profiles need updates as team roles change or new RFP requirements emerge.
Formatting inconsistencies – Copying and pasting information across slides often results in misaligned designs and errors.
As the number of RFPs, teams and members grows, keeping everything standardized becomes even more challenging.
The Automated Solution: Power BI, SharePoint & Power Automate
1. Keep All Employee Data in One Place with SharePoint
Instead of digging through spreadsheets and email threads, store all essential details—like names, titles, experience, bios, and profile pictures—in a well-organized SharePoint document library. This keeps everything in one central location, reducing errors and making updates easy.
If you want to automate the creation of a SharePoint document library, I recommend PnP Power Shell; this blog post will help you get started with PnP PowerShell for SharePoint for Power BI Users.
Here is a PowerShell sample to create a SharePoint document library for a "Meet the team" slide decks.
2. Use Power BI to Create and Update "Meet the Team" slide decks
3. Let Power Automate Handle the deck creation
4. You can still use PowerPoint when required
Additional Considerations
Licensing & Costs: Before implementing automation, check licensing requirements:
Power BI Pro / Premium / Fabric – Required for export-to-file features.
Power Automate Premium – Needed for PDF/PPT automation.
🛠️ Required Skill Sets: Setting up automation requires familiarity with:
Power BI, SharePoint & Power Automate
HTML & CSS (for formatting)
Proposal design best practices – Collaborate with brand specialists to maintain a professional look.
Scalability & Customization
Once automated, your system can scale effortlessly, whether you're managing five or fifty team profiles. You can extend automation to other proposal sections, such as project timelines and case studies.
The Real-World Benefits of Automation
Save Time – Reduce hours of manual work with automated exports.
Ensure Consistency – A single data source eliminates formatting mistakes.
Improve Collaboration – Teams can update profiles in SharePoint in real time.
Scale Effortlessly – Handle growing RFP demands without extra effort.
How to Get Started
Define Data Needs – Work with HR and project teams to decide what information to centralize in SharePoint.
Run a Small Pilot – Test automation on a single, small RFP where you can still do things manually; refine your approach as needed.
Scale & Document – Expand automation across more proposals and document best practices.
Final Thoughts
Putting together "Meet the Team" slide decks manually can be time-consuming and repetitive. Automating the process saves time and ensures consistency and professionalism across all submissions. With the right tools, your team can shift focus to more strategic work—like refining your proposal's messaging and building stronger client relationships.
If you still have a manual creation process for team slide decks, now's a good time to look into Power BI for automation. Making a time and effort investment can go a long way—saving you time, reducing hassle, and keeping everything organized without the extra effort.
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