To watch the video, click here: https://loom.com/share/017a1ca7cabe412e8bc859d0abe97d6d

Step-by-Step Instructions

 

Step 1: Access Content Studio 0:00

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  • Open the system and navigate to the Content Studio.

  • Choose the option to create a slide.

 

Step 2: Select or Create a Group Name 0:12

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  • Select an existing group name from the system or create a new one.

  • If no group is selected, it will be classified as 'Ungrouped'.
  • Apply the group to a team if necessary.

 

Step 3: Initiate Slide Creation with AI 0:30

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  • Click on 'Create Slide with AI'.

  • Type in your prompt for the slide content.

 

Step 4: Define Your Content Prompt 1:02

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  • Provide a clear prompt for the content you want, e.g., "Create a slide that highlights the new mandatory Roth catch-up matching requirements in Secure 2.0, focused on best practices, key insights, and next steps."

 

Step 5: Choose AI Mode 1:20

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  • Select between two AI modes:

    • Normal (Creative Layout): Recommended for best balance of content and design (30-90 seconds).

    • Fast (Simple Layout): Quicker but less visually appealing.

 

Step 6: Understand the AI Processing 1:44

  • The system uses a comprehensive prompt and set of instructions tailored to the industry.

  • This ensures the AI-generated content meets specific standards.

 

Step 7: Generate the Slide 2:20

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  • Click 'Create' to start generating the slide.

  • Wait for the processing to complete (approximately 30-90 seconds).

 

Step 8: Review the Generated Slide 2:59

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  • Once processing is done, review the created slide.

  • Check the title and content layout.

 

Step 9: Make Edits if Necessary 3:52

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  • If needed, make changes to the content or layout.

  • You can update text, add tags, or modify key talking points and script.

 

Step 10: Search and Tag Content 5:09

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  • Use the search function to find specific content by keywords or tags.

  • Ensure your content is easily accessible for future reference.