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How to insert AI Text into a PowerPoint presentation

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

  Prerequisites

  • AI Text smart fields, Dynamics Compile, Library and Universal AI Assistant or Custom AI Assistant modules enabled.
  • Version 7.3.102 or later is required to use AI smart fields in Template Designer.
  • Admin/owner access to the Templafy tenant.

  Important

Below a breakdown of the technical limitations of AI Text into PowerPoint.

 

AI smart field support is limited to:

  • Placeholders on Slides that can contain text.
    • Placeholders on the Slide Master or a Slide Layout are not supported.
    • Other shapes are not supported.
  • Create flow. Updating AI smart fields in a presentation is not supported.
  • Viewing AI content citations in document comments, with Microsoft 365 PowerPoint Desktop or Web Application, and with the Microsoft Office PowerPoint 2021 perpetual version.
  • Using AI Assistant prompt templates that do not contain form questions (in Template Designer, the Prompt Template dropdown only shows available prompt templates that do not contain form questions).

 

The supported formatting when using Render as markdown is limited to:

  • Text formatting: BoldItalic, Underline and  Strike-through .
  • Paragraphs.
  • Line breaks.
  • List levels.
  • Non-breaking space and non-breaking hyphen.
  • Hyperlinks.

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 with a citation that the content was generated with help of AI.

  Note

  • Each AI smart field can be used with the same or a different AI Assistant prompt template.
  • The binding used in an AI smart field is not aware nor connected to the context of any other AI smart field in the presentation.

AI Text examples

Example 1

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:

rephraseprompt.png

  Tip

This article explains how you can add, edit or remove AI prompt templates.

  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:
    clicktoaddtitle.png
  10. In the template select the 'Click to add subtitle' placeholder.
  11. On the Template tab click + Add smart field, then click AI Text:
    templatetabaitext.png
  12. Fill in the following values:
    productinformation.png
    • 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:
    titleproductinformation.png

      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):

    insertplaceholder.png

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

      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 (marked red) 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 (marked green):
      powerpointcomments.png

Example 2

In this example the 'Virtual Cook' prompt template is used. This is a custom created prompt template that contains the instructions below:

virtualcookprompt.png

  1. In PowerPoint create a new template.
  2. On the View tab, click Slide Master.
  3. Right-click the Two Content Layout and click Duplicate Layout:
    duplicatelayout.png
  4. Right-click the new (duplicate) layout and click Rename Layout. Rename '1_Two Content' to 'One Content'.
  5. Delete the left 'Click to edit Master text styles' placeholder.
  6. In the right 'Click to edit Master text styles' placeholder, set the font size of the first level to '20' (optional: change the font sizes of the other levels accordingly). The result looks like this:
    onecontentlayout.png
  7. Click Close Master View.
  8. On the Home tab, click New Slide and insert One Content as new slide:
    onecontent.png
  9. Delete the first slide. The result looks like this:
    onecontentslide.png
  10. In the 'Click to add title' placeholder type 'Recipe'. The result looks like this:
    recipeclicktoaddtext.png
  11. Optional: add a background image, so the result looks like this:
    recipewithbackgroundimage.png
  12. On the Form tab, click + Add question.
  13. In the Type field select Text. In the Question title field type 'Ingredients'.
  14. Set the Textbox height to '3'.
  15. Click Add to form.
  16. In the template select the 'Click to add text' placeholder.
  17. On the Template tab click + Add smart field, then click AI Text.
  18. Fill in the following values:
    recipe.png
    • Display name: 'Recipe'.
    • Prompt template: Select 'Virtual Cook' in the dropdown.
    • Message: Write a recipe with these ingredients: {{Form.Ingredients}}. The maximum length of the text must be 30 words and include the word "chef"..
    • Render as Markdown: Enabled.
  19. Click Add to template. The result looks like this:
    placeholderecipe.png
  20. Save the template and upload it to the Admin Center.
  21. Open the template as an end-user and enter ingredients in the Recipe field, for example 'salt, flour, eggs, milk':
    composerrecipe.png
  22. When Open in PowerPoint is clicked, Templafy AI will create a recipe. The result looks like this:
    recipewithmarkdown.png

      Important

    If in step 14 the option Render as Markdown would have been disabled, then the result would look like this:
    recipewithoutmarkdown.png

    So instead of the markdown being rendered, the result shows the markdown instructions like the asterisks (**) and dashes instead of bullets. So in general, to make sure your presentation looks nice, enable Render as Markdown.

PowerPoint AI Dynamics smart fields ai assistant
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