Storydoc: The Smart Tool for Quickly Creating and Editing Interactive Presentations

Storydoc is an online platform that helps users quickly create interactive presentations. It streamlines the design process through artificial intelligence technology, allowing users to create engaging slides without specialized skills.Storydoc offers a wide range of templates for a variety of scenarios such as marketing, sales, investing, recruiting, and reporting. It features automatic design adjustments, mobile display support, and the ability to integrate with tools such as CRMs to track audience interaction data in real time. storydoc is trusted by organizations such as Meta, Pepsi, and others to help users increase customer conversions and shorten transaction times. The platform is simple to use and suitable for professionals looking to improve business results through visual storytelling.

Function List

• AI-generated slides: Enter your requirements and AI automatically generates professional slides to save design time.
• Versatile templates: Provide preset templates for marketing, sales, investment, recruitment and other scenarios to meet different needs.
• Mobile Adaptation: All presentations are automatically adapted to cell phones, tablets and other devices to ensure consistent visuals.
• Real-time data analysis: Track audience clicks, dwell time, and other data to optimize follow-up communications.
• CRM Integration: Supports connectivity with leading CRM tools to improve sales and marketing efficiency.
• Personalization: Automatically generate personalized presentations to enhance the customer experience.
• Teamwork: Support for real-time collaboration, setting permissions, tracking file history, and optimizing team efficiency.

Using Help

How to get started with Storydoc

1. register an account: Access https://www.storydoc.com/To register, click the "Get Started" button and enter your email and password. You can also use Google or SSO to login.
2. Select a template: Log in and go to the dashboard to browse templates suitable for marketing, sales, investment or recruitment. Each template has a preview, making it easy to choose the right style.
3. AI-generated slides: Click on "Generate with AI", enter your requirements (e.g. "Create sales proposal" or "Design annual report") and AI will generate a first draft based on the description. The AI will generate a first draft based on the description. Users can adjust the title, content and images.
4. Editing and Optimization: Adjust slide layouts using the drag-and-drop editor. Add text, images, charts, or video, and AI automatically optimizes the design to ensure a consistent look and feel. Click "Preview" to see the results on mobile.
5. Integration Tools: Connect to a CRM (such as Salesforce), calendar, or social tool in Settings. Go to the "Integrations" page and follow the instructions to enter the API key to complete the connection.
6. Sharing and trackingOnce the presentation is generated, click "Share" to get the link or download the PDF, and then go to the "Analytics" page to view real-time data, such as viewers' clicking behavior and dwell time.
7. Teamwork: Invite team members in the "Collaborate" option and set editing or viewing rights. The platform records all changes for easy versioning.

Detailed Function Operation

• AI-generated slides: The AI functionality is at the heart of Storydoc. Users enter a simple description (e.g., "Create an investment roadshow for startups") and the system generates a slideshow with headlines, charts, and content in a matter of seconds. Users can manually adjust fonts, colors, or add brand logos, and the AI suggests relevant images based on the content, which are stored in a built-in gallery.
• Template selection and customization: Templates are categorized into marketing, sales, and reporting. For example, marketing templates are suitable for product promotion and contain dynamic charts and buttons; sales templates emphasize customer cases and calls to action. Users can replace the default image, text or color scheme in the templates through the "Customize" option.
• Mobile Optimization: All slideshows are automatically adapted to different devices. Users can switch "Desktop" or "Mobile" mode in the editor to check the display effect. It is recommended to keep the content of each page simple and avoid too much text.
• real time analysis: After sharing a slideshow, Storydoc provides detailed data such as which pages viewed, dwell time and buttons clicked by viewers. Users can set up reminders to follow up with potential clients. For example, the system will notify that "the client stayed on the proposal page for more than 2 minutes".
• CRM IntegrationOnce connected to Salesforce or HubSpot, presentation data can be synchronized directly to the CRM to record lead information. Users need to generate an API key in the CRM platform and paste it into Storydoc's "Integrations" settings.
• Personalization and CollaborationPersonalization: Upload a list of customers through the "Personalization" function and the system will automatically generate a personalized version (e.g. change the customer's name or the company's logo). Team collaboration supports multiple editors at the same time, similar to Google Docs, and history can be traced back to any version.

caveat

• Make sure your network is stable to avoid interruptions when editing or sharing.
• Use high-definition images (recommended resolution 1920×1080) to enhance the visual effect.
• Regularly review Analytics data to optimize presentation content.
• Free accounts have limited functionality, and premium features such as CRM integration require a paid plan subscription.

application scenario

1. Marketing Promotion
   Create branded collateral to engage potential customers. Marketing teams can use Storydoc to create interactive product introductions with embedded videos and dynamic graphics to drive customer interest.
2. Sales Proposals
   Salespeople use Storydoc to design professional proposals, present customer case studies and data, and increase close rates. Personalization features make each proposal more relevant to the client's needs.
3. Investment Roadshow
   Startups present their business plans and attract investors with an investment roadshow template. Dynamic charts and clear story lines effectively communicate the value of your business.
4. Recruitment Showcase
   The HR team creates recruiting presentations that highlight company culture and job opportunities to attract top talent.
5. data report
   Present complex data, such as annual financial reports or market analysis, in interactive reports. Dynamic charts make data more visual and easier for readers to understand.

QA

1. Does Storydoc require design experience?
   No. Storydoc's AI and templates streamline the design process and get the average user up to speed quickly.
2. What formats can be exported?
   Supports exporting to PDF or sharing online links. The online version supports interactive features and the PDF is suitable for printing.
3. What are the limitations of a free account?
   Free accounts have access to basic templates and AI generation, but advanced features such as CRM integration and real-time analytics require a paid subscription. For more information, please visit https://www.storydoc.com/The
4. How do I secure my presentation?
   Storydoc supports GDPR compliance and secure SSO login to protect user data.
5. What languages are supported?
   Currently the English interface is mainly supported, but the presentation content can be edited in any language.