Prerequisites
Before you begin, ensure you have:
A Storydoc account with API access enabled
A Make.com account
At least one published Storydoc story with dynamic variables
Data sources ready for triggers (Google Sheets, CRM, forms, etc.)
Step 1: Create Your Storydoc API Key
Navigate to your Storydoc workspace and access the Automations section from the left sidebar. Here you'll see your automation dashboard with API usage statistics and existing API keys.
Click Create an API key to generate a new key for your Make.com integration.
In the dialog that appears:
Enter a descriptive name for your API key (e.g., "make.com")
Select the scope - choose All stories for maximum flexibility or choose a specific story.
Click Create
Once created, your API key will be displayed. Copy this key immediately and store it securely - this is the only time you'll see the full key.
Step 2: Set Up Your Make.com Scenario
Log into your Make.com account and create a new scenario. The basic structure will include a trigger (like Google Sheets) connected to Storydoc's "Create Story Version" action.
Step 3: Configure Your Trigger Module
Start by setting up your trigger. In this example, we're using Google Sheets to trigger Storydoc creation whenever a new row is added.
Click on the Google Sheets module and configure:
Step 4: Configure the Storydoc Module
Click on the Storydoc module to configure the story creation settings. You'll need to:
Add your Storydoc API connection using the key you generated earlier
Select the story template you want to use
Configure the version details
Fill in the required fields:
Story: Choose your template story from the dropdown
Version Name: Use static name or dynamic one from your trigger (e.g., "Proposal for [Name]")
Sender Email: Enter a valid email from your Storydoc workspace
Days until Expired: Set expiration period (optional)
Step 5: Map Dynamic Variables
The most powerful feature is mapping data from your trigger to Storydoc's dynamic variables. In the Dynamic Variables section:
Click Add Item for each variable you want to populate
Enter the variable name exactly as it appears in your Storydoc template
Map the corresponding data from your trigger source
For example, if your Storydoc contains variables like "first_name" and "company", map these to the corresponding columns from your spreadsheet or CRM data.
Step 6: Add Follow-up Actions (Optional)
You can extend your automation by adding another module after Storydoc creation. Common follow-up actions include:
Updating your spreadsheet with the generated Storydoc link
Writing the link back to your CRM
Sending notification emails to your team
Creating calendar events or tasks
Step 7: Test and Activate
Before activating your scenario:
Run a test to ensure all modules work correctly
Verify that the generated Storydoc contains the expected personalized content
Check that any follow-up actions execute properly
Activate your scenario to start automatic processing
Business Use Cases
Sales and Proposals
Lead qualification: Automatically create personalized sales decks when leads reach "qualified" status in your CRM (Salesforce, HubSpot, Pipedrive)
Proposal generation: Generate custom proposals immediately after discovery calls or quote requests from scheduling tools (Calendly, Acuity)
Follow-up materials: Create tailored follow-up presentations after sales meetings or demos tracked in project management tools (Monday.com, Asana)
Competitive responses: Automatically generate competitive battle cards when specific competitor mentions are detected in support tickets (Zendesk, Intercom)
Marketing Automation
Content personalization: Create industry-specific marketing materials based on form submissions (Typeform, Google Forms, Gravity Forms)
Event follow-up: Generate personalized recap decks for webinar attendees from event platforms (Zoom, GoToWebinar, Eventbrite)
Account-based marketing: Create custom presentations for target accounts when they engage with your content tracked by marketing tools (Marketo, Pardot, ActiveCampaign)
Lead nurturing: Automatically generate educational content based on lead behavior from email marketing platforms (Mailchimp, ConvertKit, Campaign Monitor)
Customer Success
Onboarding materials: Create personalized onboarding guides when new customers sign up through subscription platforms (Stripe, Chargebee, Recurly)
Quarterly business reviews: Generate custom QBR presentations with client-specific data from analytics tools (Google Analytics, Mixpanel, Amplitude)
Renewal presentations: Create renewal decks with usage data and ROI calculations from customer success platforms (Gainsight, ChurnZero, Totango)
Upsell opportunities: Generate expansion proposals when usage thresholds are met in product analytics (Segment, Hotjar, FullStory)
Operations and HR
Employee onboarding: Create role-specific welcome packages for new hires from HRIS systems (BambooHR, Workday, ADP)
Training materials: Generate personalized training content based on employee roles and departments from team management tools (Slack, Microsoft Teams, Notion)
Performance reviews: Create custom review presentations with individual performance data from HR platforms (15Five, Lattice, Culture Amp)
Project kickoffs: Generate project briefs with client-specific requirements and timelines from project tools (Trello, Jira, Basecamp)
Advanced Integration Tips
To maximize the value of your Make.com integration:
Use filters: Add filters to ensure Storydocs are only created for qualified leads or important opportunities
Error handling: Set up error handling to manage failed API calls or missing data
Data validation: Validate data before sending to Storydoc to prevent incomplete presentations
Multiple templates: Use routers to create different Storydoc templates based on lead characteristics or deal stages
The Make.com integration transforms Storydoc into a fully automated presentation engine, ensuring your team always has the right materials ready at the perfect moment in your sales and marketing processes.