Congrats on getting started with Storydoc! To make sure you’re set up for success, here’s a simple checklist to help you create your first story, add your branding, and discover features that can grow your business.
Create your first Storydoc
Add your first slide from our template library or generate one with AI.
Set up your profile with your photo and personal link.
Apply your brand by uploading your logo, choosing your colors, and adding your fonts.
Customize your Engagement Bar with call-to-action buttons like “Book a Demo” or “Download PDF.”
Share and personalize
Share your story with a link or embed it on your site.
Export your deck as PDF if you need a static version.
Personalize at scale with dynamic variables and CSV upload.
Grow your business
Add your calendar so readers can book meetings directly.
Track analytics to see who viewed your story, how long they stayed, and what caught their attention.
Invite your team if you’re ready to collaborate.