How to use Document Agent

This article explains how to use Templafy's Document Agent. Document Agent uses AI to build presentations from scratch. To do this in a way that is on-brand for your organization, the Document Agent will follow the guidance defined by your administrators.

Creating a presentation

1. Upon opening PowerPoint, click on Find Template.
2. Within the composer window, select Create:
   
3. Use the chat interface to describe the presentation you would like to create.
4. Select the desired mode for the presentation generation time. 
   • Quick can be used for the most efficient, general tasks and quick drafts.
   • Balanced is the default and can be used for well structured general presentation.
   • Thorough will build the most detailed and complete presentation, but will take a longer time to generate.
5. If relevant information is contained in a Word, Excel, PowerPoint or PDF file (max. 5 MB), use the + icon to upload for the agent.
6. Provide additional context and updates to the agent until you are satisfied with the proposed outline.
7. Review the proposed outline and make any slide or section edits as needed.
8. When you are ready, select Create presentation.
9. The agent creates the slides and when it is finished, it opens the presentation. 

Editing a presentation

1. In PowerPoint, click on the Content Library task pane if it is not already open.
2. Select the Create slide icon from the menu:
   
3. Use the chat interface to describe the slide you would like to create.
4. If relevant information is contained in a Word, Excel, PowerPoint or PDF file (max. 5 MB), use the + icon to upload for the agent.
5. Provide additional context and updates to the agent until you are satisfied with the proposed layout and content brief. Click Build slide.
6. The agent creates the slide and when it is finished, it inserts the slide into the presentation.

Using suggestions

When you use the chat interface to describe the slide you would like to create (step 3), the agent searches in Templafy Library for slides that match the description. The suggestions are shown at the top of the screen:

• Click on the expand button to show the suggestion.
• Use the arrows to switch between suggestions.
• When you want to insert a suggested slide, click on + Add to presentation.

Prompting best practices

Templafy's Document Agent creates presentations and slides in your company branding and tone of voice. Crafting an effective prompt can make a huge difference in the quality and relevance of the output. Best practices are:

• Be descriptive and provide any relevant information you'd like to include:
  • State the purpose of the presentation and mention the audience, e.g. "Explain the benefits of cloud migration to executives".
  • Include key points. Provide themes or points you want covered, e.g. "Include cost savings". 
  • Add context. If it is for a meeting, mention the objective, e.g. decision-making, training.
  • Tell the agent to include certain types of slides, like tables, bio slides, and agendas if you'd like them included in the final presentation.
• Upload supporting information in a Word, Excel, PowerPoint or PDF file (max. 5 MB), if applicable.