How to Create a Slide Deck Template

Automated Method:

1. Start the New Project Wizard

Navigate to Projects > New Project to launch the guided setup.

• Project Type: Select "Presentation."
• Project Basics: Enter a name and description for your new reporting project.

2. Upload Your Existing Deck

In the Select Template step, upload your PowerPoint (.pptx) or Google Slides file.

3. Use Auto-Templatization

Since your previous report likely contains static data rather than placeholders, the wizard will detect the lack of pragmas and offer to auto-templatize the file.

1. Select Content Types: Choose which elements you want the AI to convert into placeholders. Options include:
   • Charts & Images
   • Metrics & Numbers
   • Dates
   • Names & Entities
   • Logos
2. AI Processing: The AI will analyze each slide and identify content to replace.
3. Review Replacements: You will see a summary of the changes (e.g., "Chart → {{chart:sales}}" or "2024 →{{fn:year}}").
4. Confirm: Click "Use This Template" to accept the AI-generated version.

Manual Method:

If you prefer to maintain manual control, you can skip the auto-templatization and manually add Pragmas (e.g., {{kpi:metric_name}} or {{chart:chart_name}}) directly into the PowerPoint or Google Slides file before uploading it to the project.

Tips for creating placeholders:

• Charts: Create a shape on the slide to hold the chart, then double-click inside the shape and type in the placeholder, like {{chart: name}}.
  
  
  
  
• Images: Create a shape on the slide to hold the image. Note you can use any shape, not just a rectangle and auto-crop the image to the shape. Double-click inside the shape and type in the placeholder, like {{image: name}}

• Data tables: Just like charts and images, create a shape on the slide to hold the table, then double-click inside the shape and type in the placeholder, like {{data: table_name}}
  
  

• Text, numbers, KPIs: Create a text placeholder with the font, size, and color that you want in the output.