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How to Use Chrome Extension

Learn how to install the Storydoc Chrome extension and create personalized story versions directly from any webpage.

Written by Jack

The Storydoc Chrome extension lets you create personalized presentations without leaving your browser. Open it on a prospect's LinkedIn profile, CRM record, email thread, or company website — and it automatically reads the page to pre-fill your story variables. No copy-pasting required.

Step 1: Install the Chrome Extension

To get started, navigate to the Integrations page in your Storydoc account using the left-hand sidebar. Then click the Collaboration tab at the top of the page.

The Storydoc Integrations page showing the Collaboration tab

Find the Google Chrome card and click + Connect. This will take you directly to the Storydoc listing in the Chrome Web Store.

The Collaboration tab showing the Google Chrome Connect button

On the Chrome Web Store page, click Add to Chrome to install the extension. Chrome may show a "Proceed with caution" prompt — click Continue to install to proceed. Once installed, you'll see a confirmation that Storydoc has been added to Chrome.

Chrome Web Store confirmation that Storydoc has been added to Chrome

Step 2: Pin the Extension to Your Toolbar

After installation, the Storydoc icon will appear in your browser's extension menu. Click the puzzle piece icon (Extensions) in the top-right corner of Chrome to find it. To keep it always visible, click the pin icon next to Storydoc.

The Chrome Extensions panel showing Storydoc with a pin option

Once pinned, the Storydoc icon will appear next to your address bar at all times, ready to use on any page.

Step 3: Open the Extension on a Prospect's Page

Navigate to any page you want to personalize from — this can be a LinkedIn profile, a company website, a CRM record (HubSpot, Salesforce, Pipedrive), an email in Gmail or Outlook, or a prospecting tool like Apollo or ZoomInfo. Click the Storydoc icon in your toolbar to open the side panel.

The extension will automatically read the current page and identify the prospect or company. You'll see their name, title, company, and other details pulled directly from the page — ready to use in your story.

The Storydoc side panel open on a webpage, showing scraped company data and options to Create a new story or Create a version

Step 4: Create a Personalized Version

In the side panel, click Create a version. You'll be taken to the story picker, where you can browse and select any of your existing Storydoc presentations to use as the base.

The New personalized version screen showing a list of stories to choose from

Once you select a story, the Storydoc Agent automatically fills in your variables — such as company name, sender name, first name, and last name — using the data it scraped from the page. You'll see a message confirming how many variables were filled.

Add a version title (or accept the suggested one), then review all the pre-filled fields under Auto-enriched data. Edit any field that needs adjusting, or add values for any missing variables.

The version creation panel showing auto-filled variables including company name, sender name, and first name

When everything looks good, click Create version. Storydoc will generate your personalized presentation in seconds.

The Storydoc side panel showing the

Step 5: Share Your Personalized Story

Once the version is ready, you'll have several options to share it directly from the side panel:

  • Copy version link — share a direct link to this version

  • Copy email preview — copy an email-ready link with a preview

  • Share via social media platforms (WhatsApp, Instagram, and more)

  • Edit in Storydoc — open the version in the full editor to make further changes

  • Done — close and create more versions

The completed version panel showing sharing options including Copy link, Copy email preview, Edit in Storydoc, and Done

Using the Extension on LinkedIn

The extension works especially well on LinkedIn. Navigate to a prospect's LinkedIn profile and open the Storydoc side panel. It will automatically pull the person's name, job title, company, and location from the profile page.

The Storydoc side panel open on a LinkedIn profile, showing auto-scraped data including name, company, and first name

From there, follow the same steps — click Create a version, pick a story, review the auto-filled variables, and create your personalized version. The whole process takes just a few seconds per prospect.

Where the Extension Works

The Storydoc Chrome extension is designed to work across the tools sales and marketing teams use every day:

  • CRM tools: HubSpot, Salesforce, Pipedrive

  • Prospecting tools: Apollo, ZoomInfo, Outreach.io, Salesloft

  • Email clients: Gmail and Outlook

  • Social networks: LinkedIn profiles and company pages

  • Any company website

If you've connected HubSpot, Salesforce, or Fathom to your Storydoc account, the extension can also pull real CRM record data into your versions — so your presentations reflect your actual pipeline.

A Note on Privacy

The extension only reads the tab you're actively viewing, and only when you open the side panel to build a version. It does not run in the background, track your browsing history, or access other tabs. Page details are sent to Storydoc solely to fill your presentation variables.

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