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Overview

The presentation creation tools enable your Utari workers to build professional slide decks from scratch or using templates. Workers can create individual slides, manage entire presentations, validate layouts, and export to PowerPoint (PPTX) and PDF formats—all through conversational instructions.

Presentation Creation Capabilities

Create Slides

Design individual slides with custom layouts, content, and styling

Manage Presentations

List, organize, and delete entire presentations and individual slides

Use Templates

Apply pre-designed templates for quick, professional presentations

Export Formats

Export presentations to PPTX and PDF simultaneously

Validate Layouts

Ensure slides fit within standard dimensions without overflow

Custom Themes

Create unique presentations with custom color schemes and designs

Two Presentation Workflows

Custom Theme (Default)

The default approach for creating truly unique, brand-aligned presentations:
1

Research Phase

  • Research the topic and target audience
  • Identify brand colors and visual identity
  • Gather relevant visual references
2

Design Phase

  • Define custom color scheme
  • Establish design elements and patterns
  • Create visual hierarchy
3

Content Phase

  • Create content outline
  • Search for relevant images
  • Download all required images
4

Build Phase

  • Use create_slide for each slide
  • Apply custom styling consistently
  • Validate each slide
When to Use Custom Theme: This is the default workflow. Use it for:
  • Original, unique presentations
  • Brand-specific designs
  • Custom color schemes
  • When user doesn’t explicitly request a template
  • When creating distinctive visual identities

Template-Based (On Request)

Use pre-designed templates for faster creation:
1

Template Selection

  • User explicitly requests a template
  • Call list_templates to show options
  • User selects their preferred template
2

Load Template

  • Use load_template_design with presentation name
  • Template is copied to workspace
  • All design elements preserved
3

Content Update

  • Use full_file_rewrite to update text content
  • Preserve 100% of CSS styling
  • Keep HTML structure identical
  • Only modify text and data
4

Export

  • Export to PPTX and PDF
  • Download or store locally
CRITICAL: Only use templates when the user explicitly requests them with phrases like:
  • “Use a template”
  • “Show me templates”
  • “Use the minimalist template”
  • “I want to use a template”
Do NOT use templates by default or when the user wants a unique/custom design.

Creating Slides

Create Slide Tool

Create or update individual slides in custom theme presentations. Technical Specifications:
  • Dimensions: 1920×1080 pixels (16:9 aspect ratio)
  • Format: Standalone HTML file
  • Auto-validation: Width ≤1920px, Height ≤1080px
  • Box-sizing: Use border-box on padded containers
When to Use create_slide:
  • ONLY for custom theme presentations
  • After completing Phase 3 (research, outline, images downloaded)
When NOT to use create_slide:
  • Template-based presentations (use full_file_rewrite instead)
  • Before images are downloaded
  • Before design phase is complete

Slide Creation Example

User: Create a presentation about sustainable energy

Worker Process:
1. Phase 1 - Research:
   - Research sustainable energy topics
   - Identify target audience
   - Analyze visual trends in energy sector

2. Phase 2 - Design:
   - Custom color scheme: Green (#2D5016), Blue (#0066CC), White (#FFFFFF)
   - Design elements: Clean, modern, data-focused
   - Typography: Sans-serif, professional

3. Phase 3 - Content:
   - Content outline for 10 slides
   - Image search for relevant visuals
   - Download all images to workspace

4. Phase 4 - Build:
   - Create title slide with create_slide
   - Create content slides with create_slide
   - Validate each slide with validate_slide
   - Export presentation

Working with Templates

Listing Templates

1

User Requests Template

    User: "Show me available presentation templates"
    User: "I want to use a template for my presentation"
2

Call list_templates

Worker calls list_templates to display available options.
3

Present Options

Show user the available templates with descriptions:
  • Minimalist
  • Corporate
  • Creative
  • Educational
  • Tech-focused
  • (etc.)
4

User Selects

    User: "Use the Minimalist template"
    User: "I'll go with the Corporate one"

Loading and Using Templates

1

Load Template Design

    load_template_design(
      template_name="minimalist",
      presentation_name="Q4_Sales_Report"
    )
This copies the entire template to /workspace/presentations/Q4_Sales_Report/
2

Review Template Structure

Examine the template’s:
  • Color scheme
  • Typography
  • Layout patterns
  • Slide structure
  • CSS styling
3

Update Content Only

Use full_file_rewrite to modify ONLY the text content:
  • Replace placeholder text
  • Update data and statistics
  • Change headings and bullet points
  • Swap images if needed
CRITICAL: Preserve 100% of:
  • CSS styling
  • Colors and fonts
  • HTML structure
  • Layout positioning
4

Validate and Export

Validate slides and export when complete.
Template Editing Rules:
  • ✅ Change text content
  • ✅ Update data and numbers
  • ✅ Replace images
  • ✅ Modify headings
  • ❌ Change colors
  • ❌ Alter fonts
  • ❌ Modify CSS styling
  • ❌ Change HTML structure
  • ❌ Adjust layouts

Slide Validation

Validate Slide Tool

Ensures slides fit within standard presentation dimensions.
1

Create Slide

Build your slide with content and styling.
2

Call validate_slide

    validate_slide(
      presentation_name="My_Presentation",
      slide_number=1
    )
3

Review Validation

Check if content height exceeds 1080px:
  • ✅ Valid: Content fits within dimensions
  • ❌ Invalid: Content overflow detected
4

Fix if Needed

If validation fails:
  • Reduce content amount
  • Decrease font sizes
  • Adjust padding/margins
  • Use box-sizing: border-box
  • Compress images
  • Reflow layout
5

Re-validate

Validate again after fixes until passing.
Best Practice: Validate slides immediately after creation to catch dimension issues early. It’s easier to fix one slide than to discover overflow issues across an entire presentation later.

Managing Presentations

List Presentations

View all presentations in your workspace:
User: Show me all my presentations

Worker: [Calls list_presentations]

Available presentations:
- Q4_Sales_Report (8 slides)
- Product_Launch_Deck (15 slides)
- Team_Training_2024 (12 slides)
- Marketing_Strategy (10 slides)

List Slides

View all slides within a specific presentation:
User: What slides are in my Q4 Sales Report?

Worker: [Calls list_slides for Q4_Sales_Report]

Q4 Sales Report slides:
1. Title: Q4 Sales Overview
2. Executive Summary
3. Revenue Breakdown
4. Regional Performance
5. Top Products
6. Growth Metrics
7. Challenges and Opportunities
8. Q1 Projections

Delete Slide

Remove a specific slide from a presentation:
User: Delete slide 5 from the Product Launch deck

Worker: [Calls delete_slide]
Slide 5 "Feature Comparison" has been removed from Product_Launch_Deck.

Delete Presentation

Remove an entire presentation:
User: Delete the old Training presentation

Worker: [Calls delete_presentation for Team_Training_2024]
Presentation "Team_Training_2024" and all 12 slides have been deleted.
Deleting presentations and slides is permanent. Ensure you have backups or exports before deleting.

Exporting Presentations

Export Presentation Tool

Export to both PowerPoint (PPTX) and PDF simultaneously:
1

Complete Presentation

Ensure all slides are created and validated.
2

Call Export

    export_presentation(
      presentation_name="Q4_Sales_Report",
      store_locally=True
    )
Parameters:
  • store_locally=True: Enables download button for repeated downloads
  • store_locally=False: Returns files directly
3

Parallel Processing

Both formats export simultaneously for faster completion:
  • PPTX export runs
  • PDF export runs
  • Both complete in parallel
4

Download or Store

Depending on settings:
  • Stored locally: Download button available in UI
  • Direct return: Files provided immediately
Export Benefits:
  • Get both formats at once
  • Faster parallel processing
  • PPTX for editing
  • PDF for distribution
  • Multiple download options

Presentation Best Practices

Design Principles

Consistent Styling

Use the same colors, fonts, and design elements throughout all slides

Visual Hierarchy

Establish clear hierarchy with headings, subheadings, and body text

White Space

Don’t overcrowd slides—use white space for breathing room

Readable Fonts

Use professional, readable fonts at appropriate sizes (minimum 18pt for body)

High Contrast

Ensure text is readable with sufficient color contrast

Image Quality

Use high-resolution images that support your message

Data Visualization

Present data clearly with charts and graphs instead of tables when possible

Consistent Layout

Use similar layouts for similar content types

Content Guidelines

One Idea Per Slide

Focus each slide on a single concept or message

Bullet Points

Keep bullet points concise (5-7 words max)Limit to 5-7 bullets per slide

Clear Headings

Every slide needs a clear, descriptive heading

Supporting Visuals

Use images and graphics to reinforce messages

Technical Best Practices

Box-Sizing

Always use box-sizing: border-box on containers with padding

Validate Early

Validate each slide immediately after creation

Test Exports

Export and review presentations before final delivery

Image Optimization

Optimize images for web to keep file sizes manageable

Common Presentation Types

Sales and Business

Typical Structure:
  1. Title slide with company logo
  2. Problem statement
  3. Solution overview
  4. Product/service details
  5. Benefits and ROI
  6. Case studies/testimonials
  7. Pricing/packages
  8. Next steps/CTA
Design Style: Professional, corporate, cleanColor Scheme: Brand colors, typically blues/grays for trust

Marketing and Creative

Typical Structure:
  1. Campaign overview
  2. Target audience analysis
  3. Key message and positioning
  4. Creative concepts
  5. Channel strategy
  6. Timeline and milestones
  7. Budget breakdown
  8. Success metrics
Design Style: Creative, visual, engagingColor Scheme: Vibrant, attention-grabbing

Educational and Training

Typical Structure:
  1. Welcome and objectives
  2. Agenda
  3. Topic introduction
  4. Core concepts (multiple slides)
  5. Examples and case studies
  6. Practice exercises
  7. Q&A
  8. Summary and resources
Design Style: Clear, educational, accessibleColor Scheme: Friendly, non-threatening colors

Technical and Product

Typical Structure:
  1. Title and product reveal
  2. Market opportunity
  3. Product overview
  4. Key features
  5. Technical specifications
  6. Competitive advantage
  7. Go-to-market strategy
  8. Launch timeline
Design Style: Modern, tech-forward, sleekColor Scheme: Contemporary, often with gradients

Combining with Other Tools

Presentations become more powerful when combined with other Utari capabilities:

+ Web Search

Research topics, gather statistics, and find current information for presentation content

+ Image Editor

Generate custom graphics, charts, and visual elements for slides

+ Knowledge Base

Pull from brand guidelines and templates to ensure consistency

+ Files and Folder

Organize presentations in structured folders by project or client

Example Combined Workflow

1

Research Phase

    Use web search to research: "latest AI industry trends 2024"
    Find statistics, examples, and current data
2

Visual Assets

    Generate custom graphics using image editor:
    - Hero image for title slide
    - Icons for feature slides
    - Data visualization backgrounds
3

Brand Alignment

    Reference brand guidelines from knowledge base:
    - Company color palette
    - Typography standards
    - Logo usage rules
4

Create Presentation

    Build presentation with custom theme using researched content, generated images, and brand guidelines
5

Organize and Export

    Save in "Presentations/Q4_2024/" folder
    Export to PPTX and PDF
    Store locally for downloads

Troubleshooting

Solutions:
  • Reduce content amount per slide
  • Split into multiple slides
  • Decrease font sizes
  • Reduce padding and margins
  • Use box-sizing: border-box on containers
  • Compress or resize images
  • Adjust line-height for tighter spacing
  • Remove unnecessary whitespace
Remember:
  • Use full_file_rewrite for templates
  • Only modify text content
  • Preserve ALL CSS styling
  • Don’t change HTML structure
  • Keep colors and fonts identical
  • Maintain layout positioning
  • Review template before editing
Check:
  • All slides are validated
  • No missing images or resources
  • Presentation name is valid
  • All slides completed successfully
  • Try exporting again
  • Check for special characters in file names
Verify:
  • Images downloaded to workspace
  • Correct file paths in HTML
  • Image formats supported (JPG, PNG, GIF, WebP)
  • File names don’t contain spaces or special characters
  • Images are properly referenced
Ensure:
  • Using same color scheme variables
  • Consistent typography settings
  • Similar layout structure
  • Reusing CSS classes
  • Following established design system
  • Validating against style guide
Try:
  • Call list_presentations to see all decks
  • Check spelling of presentation name
  • Verify presentation wasn’t accidentally deleted
  • Look in /workspace/presentations/ directory
  • Check if using correct workspace

Summary

You’ve successfully learned how to:
Understand the two presentation workflows (custom theme vs. template)
Create custom presentations with unique designs
Use templates effectively when explicitly requested
Create and validate individual slides
Manage presentations and slides (list, delete, organize)
Export presentations to PPTX and PDF formats
Apply design best practices for professional presentations
Combine presentation tools with other Utari capabilities
The presentation creation tools transform your Utari workers into professional slide deck designers, capable of creating polished, branded presentations from research through final export—all through conversational instructions.

Next Steps