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How to Create Your First Storydoc: From Template or with AI

Create your first interactive presentation using a ready-made template or our AI Wizard. No design or coding skills required.

Jack avatar
Written by Jack
Updated over a month ago

Step 1: Choose a Starting Point

Use a Template
Browse our library of ready-made templates. Each template comes with a full slide framework tailored for specific business needs, including timelines, charts, case studies, and product overviews. Templates are designed for clarity, visual appeal, and ease of customization.

Use the AI Wizard
If you prefer an automated approach, launch the AI Wizard. Provide a short description of your content or upload your existing material, and the assistant will generate a complete presentation for you. The AI will apply layout suggestions, design styling, and even suggest content that you can refine as needed.


Step 2: Edit and Customize Your Content

Use the editor to modify your Storydoc in real time.

  • Add or remove slides using the “+ Add Slide” button.

  • Click on any text, image, or component to edit it directly.

  • Rearrange slides by dragging and dropping them in the order you prefer.

The editor is designed to be visual and intuitive. All changes are saved automatically.


Step 3: Use Built-in Components

Enhance your presentation with Storydoc's library of pre-set components. These include:

  • Text blocks

  • Charts and data visualizations

  • Image galleries

  • Embedded video players

  • Collapsible sections and tabs

Each component is optimized for clarity and engagement.


Step 4: Personalize for Specific Audiences

You can duplicate any Storydoc and customize it for a specific client, prospect, or stakeholder. For example:

  • Add the recipient’s name or logo

  • Include a custom message or intro

  • Generate a unique link for each version
    This allows you to tailor your messaging and track individual engagement.


Step 5: Share Instantly

Once your Storydoc is ready:

  • Click “Share” to make it live

  • Copy the shareable link and send it via email, chat, or messanger

  • Make changes at any time. The link stays the same and updates automatically

  • If needed, you can export a static PDF version

Storydoc pages are hosted in the cloud and optimized for both desktop and mobile viewing.

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