How to insert AI Text into a template

This article explains how to insert AI text into a PowerPoint presentation or Word document. AI smart fields introduces Generative AI (plain and formatted text) as source for placeholders.

Included functionalities

The following functionalities are included:

• The AI text smart field generates text content based upon a prompt template and connected model and knowledge.
• Formatting of text generated by the AI prompt template using markdown.
• For each of the AI generated placeholders an Office Comment is added in PowerPoint and a Document Comment is added in Word with a citation that the content was generated with help of AI.

Inserting AI text in PowerPoint

In this example, the 'Rephrase' prompt template is used. In PowerPoint the user types a text and the output is a rephrased text. In the Admin Center the 'Rephrase' prompt template contains the instructions below:

1. In PowerPoint create a new template.
2. On the Form tab, click + Add question.
3. In the Type field select Text. In the Question title field type 'Title'.
4. Click Add to form.
5. In the Type field select Text. In the Question title field type 'Product info'.
6. Set the Textbox height to '5'.
7. Click Add to form.
8. On the Template tab, expand Form responses and click 'Title'.
9. In the template select the 'Click to add title' placeholder, then click Add to template:
   
10. In the template select the 'Click to add subtitle' placeholder.
11. On the Template tab click + Add smart field, then click AI Text:
    
12. Fill in the following values:
    
    • Display name: 'Product information'.
    • Prompt template: Select 'Rephrase' in the dropdown.
    • Message: {{Form.Product_info}}.

13. Click Add to template. The result looks like this:
    

    Tip To add more placeholders, open the Slide Master view and select a layout. Then on the Slide Master tab, click Insert Placeholder and select a Content or Text placeholder (for using AI Text):

14. Save the template and upload it to the Admin Center.
15. Open the template as an end-user and enter a title and product information:
    

16. When Open in PowerPoint is clicked, Templafy AI will rephrase the text. The result looks like this:
    

    Important Keep in mind that the next time you create a new presentation the result can be different text! Next to the thumbnail a comment icon is shown. When selected, the Comments task pane is opened. This is to inform the end-user that the content on this slide was generated by Templafy AI:

Inserting AI text in Word

In this example, the 'Engagement Builder' prompt template is used. In Word, the user can select options from the configured form fields, and a scope of services text will be generated. In the admin center, the 'Engagement Builder' prompt template contains the following instructions.

1. In Word, create a new template.
2. On the Form tab, click + Add question.
3. In the Type field select Text. In the Question title field type 'Service Type'. 
4. Click Add to form.
5. Repeat steps 2-4 for another Text field with the Question title, 'Company name'.
6. On the Template tab, select the option AI Text.
7. Fill in the following values:
   
   • Display name: 'Scope'.
   • Prompt template: Select 'Engagement Builder' from the dropdown.
   • Message: Add the instructions for this prompt template that include the context from the form fields - 
     A detailed description without starting header or title of the {{Form.Service_Type}} services to be provided 
  - Specific limitations on the scope, if applicable (e.g., services not included unless explicitly requested).
  - Explanation of the applicable standards (e.g., International Standards on Auditing for audit engagements).
For context, Identification of the parties involved (us <company name> and {{Form.Company_name}}).
   • Ensure Render as Markdown is checked.
8. Click Add to template.
9. Save and update the template to the Admin Center.
10. The output will look like this with the AI generated text highlighted with the comment "This content was generated by Templafy AI."