Creating presentations with WRITER Agent

Who can use this feature

All users are able to create presentations with WRITER Agent

What's included in this article?

How to upload a custom theme

WRITER Agent learns your visual brand and applies it to presentations. Just upload a slide template, and sit back as WRITER Agent creates slides that use your fonts, colors, and layouts.

Once you select Presentation from the WRITER Agent input field you can select from existing presentation themes or upload your own. 

Tip: For best results upload no more than 15-20 slides in .pptx, or .potx format with a max size 50MB

While building a playbook, select the presentation option from the Deliverables section on the right. 

Once your playbook is set for a presentation, select Theme settings and from the popup you can apply a theme for your playbook to use next time you run the workflow. Select Use a specific theme, select a theme, and save your changes to apply the theme. Learn more about playbooks here.

Once you’ve uploaded a theme you can manage it by selecting the three dot menu on the theme’s card. From there you are able to:

  • Preview the theme to see how the slides will display within WRITER Agent
  • Edit the theme’s name
  • Set the theme as the default to use anytime you generate presentations in WRITER
  • Delete the theme. If you’d like to replace your uploaded theme, use this option to delete the current version first and then upload your new version.

How to generate a presentation

You can create presentation deliverables downloadable as .pptx or PDF files. To specify that you want to create a presentation, select the Presentation option from the + menu or just say it in your prompt.

To see where WRITER pulled information for your presentation (or other deliverables) you can access the sources panel on the right side. You can access the sources used for the entire presentation by selecting the Sources button in the top right. You can also access the sources used on a specific slide by selecting the Sources button within the slide. When you download a deliverable, you’ll have the option of including or excluding citations and if you’d prefer sources not be included as inline citations in the deliverable itself, simply ask the agent to remove them.

To update the presentation you can chat back and forth with WRITER Agent and it will regenerate the slides based on your feedback. 

You can also edit a single slide without having to regenerate the entire presentation by selecting the pencil icon within the slide. This will then allow you to type the updates you'd like the agent to make and the agent will update just that slide. When creating presentations through a playbook, you can upload a presentation theme, learn more here.

đź’ˇ Pro-Tip: Focus on the ideas and content while Writer Agent handles the visual consistency, turning your thoughts into professional slides that look like they came from your design team.

Best practices

Good: "Create a 5-slide presentation on our Q3 marketing results using the 'Corporate Brand' theme. Include a title slide, an executive summary, key metrics, campaign highlights, and next steps."

Not as effective: "Make a presentation about marketing."

Review checklist:

  • Ensure your uploaded template includes all necessary slide layouts (e.g., title slide, content slide, image slide).
  • Verify that the extracted colors and fonts match your brand guidelines.
  • Provide clear and detailed prompts for the content you want on each slide.

FAQs

Can I edit individual slides after the presentation is generated?

Yes! You can edit a single slide without having to regenerate the entire presentation by selecting the pencil icon within the slide. This will allow you to type the updates you'd like the agent to make, and the agent will update just that slide.

What file formats are supported for uploading templates?

Currently, you can upload .pptx and .potx files to create custom themes.

Can I use multiple custom themes?

Yes, you can upload different templates to create multiple custom themes for various brands or departments.

How come my presentation preview and download are different?

If your presentation preview is not displaying correctly within WRITER Agent it is likely due to custom fonts not being displayed correctly. Once you download the presentation to a computer where you have the custom font loaded the presentation will display correctly.

Can I include specific images or logos in the generated presentation?

Yes, you can include specific URLs of logos or images you’d like included in the presentation within your prompt.

Who can access the custom themes I create?

Custom themes are only available to the person who uploads them at this time.

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