Using Smart Builder

Smart Builder is an AI-powered tool that creates content for your board book or other presentations using your organization’s style guide, source materials, and guidelines.

Get started

The Smart Builder requires the following information to generate content:

  • Company style guide or brand template

  • Source material for content

  • Guidelines with on-brand instructions

Company style guide or brand template

Designing a standards-compliant sample PowerPoint prevents unwanted fallbacks to generic styling and preserves branding. The sample PowerPoint should include the following structural areas:

Area

Recommendation

Slide size

Use 13.33 in x 7.5 in (16:9), unless your organization mandates another default

Backgrounds

Prefer solid/gradient fills

Logos/brand art

Put them on the slide master; avoid per-slide pictures

Typography

Use only fonts available in Microsoft Office

Tables

Insert native PowerPoint table objects

Charts

Convert essential charts to data tables plus explanatory bullets

Images

Avoid, unless strictly decorative and convertible to background fill

Placeholder integrity

Keep text in real placeholders or text boxes

Color palette

Define theme colors in the master and reuse them

Source material for content

The content in your source material will be used to create the output. Upload raw material that contains vital information for the presentation. For example, if you want to include a slide on your organization’s financial outlook, be sure to include your financial information.

Guidelines with on-brand instructions

Adding your own guidelines or selecting one of Diligent’s guideline examples ensures the output reflects the topic of your choice. When adding your own guidelines , verify:

  • Each slide is explicitly labeled

  • Section breaks are clearly marked

  • Content descriptions are specific, not generic

  • Formatting preferences are stated

  • Data sources are identified when relevant

  • No duplicate or redundant slides exist

  • Realistic expectations for supported features

  • Consistent structure throughout

Tip

To customize one of Diligent’s guideline examples, select the Copy Markdown icon and paste the text in a Learning Language Model (LLM) of your choice. You can ask the LLM to rewrite the guideline according to your specifications, while keeping a consistent structure.

Create documentation for a book

Use Smart Builder to generate the presentations and other documentation you use for board meetings.

  1. Select Smart Builder from the Navigation menu.

    You are taken to the Smart Builder.

  2. Select Upload file, and then select your style guide or brand template from your local computer.

    Note

    The only supported file type is Microsoft PowerPoint.

  3. Insert book content, including documents, reports, or other raw materials in the Upload source material section.

    You can select content from your local computer and drag the documents to the designated field. Alternatively, you can select the designated field to open a selection window, from which you can select materials to upload.

    Note

    Folder uploads are not supported at this time.

  4. You have the option to select pre-built guidelines or to manually enter guidelines that instruct the AI system on creating the presentation.

    Select pre-built guidelines

    The pre-built guidelines are available in the Guideline examples section. You can select one of the guideline options and the Add book guideline field is automatically populated.

    Manually enter guidelines

    Enter or copy and paste your own guidelines in the Add book guideline field.

  5. Select Generate Book on the top right corner of the page.

    Note

    The content may take a while to process. You can leave the page, and when it is ready, you will receive a confirmation email.

  6. The option to Download your book appears when processing is complete.

  7. Select Download your book to export the content.

    Depending on your browser, the exported document may appear at the top of your browser window. It will also be available in your designated download folder.

    You can select the document to open it right away or view it later in your default download location.

  8. Optional. Select Edit Smart Book to modify the source materials or guidelines, then regenerate the content.

  9. Optional. Select Create new Smart Book to start the process over and generate new content.