Create and export presentations with Cassidy Slides

Cassidy Slides is Cassidy’s purpose-built system for creating polished, on-brand presentations with an Agent. The Agent can create custom layouts from your source material and refine any part of the presentation through conversation. Create and present the finished deck directly in Cassidy, or export it as an editable PowerPoint or PDF when you are ready. Creating a reusable design? Create and manage slide templates →

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Find slide templates

Slide templates are available from any Agent chat:

• Open Tools and select Slide Templates to browse the full library.
• Type / in the message box to choose one of your recently used templates. Select Manage beside Slide Templates to open the full library.

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When to use Cassidy Slides

Use Cassidy Slides when you want an Agent to create a new presentation or make substantial changes to a deck through conversation.

• Create a new presentation for a sales meeting, Quarterly Business Review, proposal, training, research summary, or internal update.
• Turn source material into a deck by attaching documents, spreadsheets, images, or other supporting files.
• Match an existing deck by attaching a PowerPoint whose design and layouts the Agent should follow.
• Refine the presentation collaboratively by asking for changes to its content, structure, and visual design.
• Present or export the result as PowerPoint, a Google Slides-compatible PowerPoint file, or PDF.

For quick native edits to an existing PowerPoint file, use the Microsoft Office extension. For a repeatable Workflow that fills fixed placeholders with structured data, use Create PowerPoint from template.

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Create a presentation

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Refine the presentation

Continue the conversation to revise the deck. Be specific about what should change and what should stay the same. Cassidy Slides is powered by an Agent, so you can describe the result you want in plain language instead of finding every setting yourself. The Agent may not always recognize that a design choice looks wrong to you. Tell it what you see, which slide or element is affected, and what you want instead. Useful follow-up requests include:

• “Shorten slide 2 and make the recommendation the main headline.”
• “Replace the chart on slide 5 with a three-column comparison.”
• “Move the implementation plan before the pricing section.”
• “Use a more restrained visual style, but keep the current layout.”
• “Add speaker notes that explain the assumptions behind each forecast.”
• “The text on slide 8 overlaps the chart. Rework the layout so both are easy to read.”

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Reference a specific slide element

When you want to change one part of a slide, click the text, image, chart, or shape in the deck preview. Click Add to chat, then describe the change. The reference identifies the exact slide element for the Agent. You can write a focused request such as:

Make this headline more direct and keep it on one line.

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Present from Cassidy

Open the Present menu in the deck toolbar and choose the view that fits your setup:

• Present in this tab opens a clean presentation in the current browser tab.
• Present fullscreen uses the full screen for the deck.
• Open in new tab opens the presentation separately.
• Presenter view opens controls for the presenter, including elapsed time, the current slide, the next slide, and speaker notes.

Use the arrow keys to navigate. Press Escape to leave presentation mode in the current tab or fullscreen view.

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Export the presentation

Click Export in the deck toolbar and choose a format. Presentations keep their slide size and orientation, including portrait decks, in Cassidy and in every export. You can also ask the Agent to export the presentation directly. For example:

Export this as an editable PowerPoint using universal fonts and include the speaker notes.

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PowerPoint

Choose the PowerPoint option that matches how the file will be used:

• Custom fonts creates an editable .pptx using compatible font files from the selected slide template or fonts available through Google Fonts, when their format and license permit embedding. To supply your own brand fonts, include them when you create a custom slide template.
• Universal fonts creates an editable .pptx using broadly available fonts. Use this when recipients may not have your brand fonts.
• Screenshot slides prioritizes visual consistency by turning each slide into an image. Recipients can present the deck, but they cannot edit individual slide elements.

Editable PowerPoint exports include native slide layouts you can reuse when adding slides in PowerPoint. The Agent generally creates these layouts even when you start from scratch. When your presentation is based on a Microsoft Powerpoint file, the export includes that template’s complete layout library from the version you used, including layouts not used in the finished deck. When it is based on an uploaded PowerPoint, the export includes its recovered layout library in the same way. Replaceable content exports as native, editable PowerPoint objects, including:

• Text boxes and text inside shapes
• Tables, including merged cells
• Bulleted and numbered lists
• Hyperlinks
• Dynamic slide numbers
• Speaker notes, when included

Cassidy may convert complex visual effects into images when PowerPoint cannot represent them reliably.

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Google Slides

The Google Slides options download a .pptx designed to import cleanly into Google Slides. Cassidy does not create a native Google Slides presentation or upload the file to Google Drive. After downloading:

1. Open Google Slides.
2. Upload or import the .pptx file.
3. Review fonts and layout before sharing the presentation.

Choose Editable to preserve editable elements with Google Slides-compatible fonts. Choose Screenshot slides when matching the Cassidy preview matters more than editing each element.

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PDF

Choose PDF to create a fixed document with one page per slide. PDF is useful for sharing a final, non-editable version.

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Include speaker notes

Turn on Include speaker notes in the export menu when you want notes included in PowerPoint or Google Slides-compatible exports. Speaker notes do not apply to PDF exports.

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Review the downloaded file

When the export is ready, the download starts automatically. The export dialog keeps a manual download link and the quality feedback controls together. Click Needs work and describe any layout, font, image, or compatibility issue so Cassidy can improve future exports. If the downloaded file does not look right, return to the conversation and tell the Agent what is wrong. Include the slide number, describe the expected result, and attach a screenshot or the exported file when useful. The Agent can often adjust the presentation and create a new export, but it needs your feedback when the problem is not visible from the request alone.

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Improve presentation quality

• Provide trusted source material. Attach the documents or data the deck should rely on instead of asking the Agent to infer important facts.
• Name the audience and decision. A board update, sales pitch, and training deck should not use the same structure.
• Separate content review from visual review. Confirm the facts and narrative before requesting detailed design changes.
• Give focused feedback. One clear revision request is easier to apply than several conflicting visual directions.
• Test the final destination. Review an exported file in Microsoft PowerPoint or Google Slides before presenting it externally.
• Use a more capable model. Slide design and PowerPoint conversion may require a lot of reasoning. For the best results, choose one of the most capable models available to your Agent.

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Troubleshooting

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Next steps