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Insert approved Library content with Edit Agent

Edit Agent can search the Templafy Library and insert approved slides, slide elements, and images into your presentation in PowerPoint.

  Prerequisites

  • Edit Agent must be enabled for your organization and user account.
  • You must have access to the relevant content in the Templafy Library.
  • The presentation must be open in PowerPoint.

Use case

Use this when you need approved content, such as a standard company slide, customer story, logo slide element, or on-brand image.

Why this helps

Using Library content helps users avoid recreating approved material manually. This saves time, supports brand consistency, and reduces the risk of outdated or unapproved content being used in customer-facing presentations.

How to insert Library content

  1. Open the presentation in PowerPoint.
  2. Open Edit Agent in the Templafy task pane.
  3. Ask Edit Agent to find or insert approved content.
    For example:
    • Find an approved introduction slide for our company.
    • Insert a customer journey image on this slide.
    • Add an approved agenda slide.
    • Find a slide element for a callout box.
  4. Review any suggestions shown by Edit Agent.
  5. Select the content you want to use.
  6. Review the inserted content in PowerPoint.

What Library content can Edit Agent use?

Edit Agent can use:

  • Slides.
  • Slide elements.
  • Images.

Library results depend on what your administrator has made available to you.

  Note

If Edit Agent cannot find the content you expected, you may not have access to it, or it may need clearer naming, tags, or descriptions in the Library.

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