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[Admin & Rep Guide] Create a Slide

Spekit Slides lets you build a real deck in the app. You choose Slides instead of Doc in the editor, and you get a 16:9 slide frame with a thumbnail pane beside it. The deck is still a Spek underneath, so your Topics, permissions, search, sharing, and analytics all work the same way. Slides is in Beta, so you will see a BETA label next to the toggle.

ℹ️ Before you start: a deck cannot be turned back into a Doc. Once you save a Spek as Slides, it stays Slides. Decide the format before you put a lot of work into the content.

 

1. Check what you can create

Where you can build a deck depends on your role.

RoleWhere you can build
Account Admin, Team Admin, ExpertTeam content, Deal Rooms, and personal templates
Viewer (Rep)Deal Rooms and personal templates

If you are a Viewer, start from the Deal Room instead of the Hub. See [Rep Guide] Add a deck to a Deal Room.

 

2. Start a new deck

You have 2 ways to begin. Both start from + New in the Spekit Hub (Web App). Use the steps for the one you need.

Start from scratch

Use this when you are building something new that no template covers.

  1. Select + New, then Spek.
  2. In the editor, find the Doc and Slides toggle at the top of the page.
  3. Select Slides. You will see the BETA label beside it.
  4. The editor switches to a 16:9 slide frame with the film strip on the left.

[GIF: switching the toggle from Doc to Slides]

Start from a content template

Use this when a template already exists for the deck you need, like a first call deck or a QBR.

  1. Select + New, then Spek.
  2. In the Create Spek window, browse the Team, Spekit, or Created by you tabs.
  3. Find the template you want. Deck templates are named with "Slides |" at the front.
  4. Select it to see a preview on the right.
  5. Select Customize now to open the template as your own copy.

[GIF: picking a Slides template and selecting Customize now]

ℹ️ Customize now or Insert template: Customize now opens the template in the editor as your own copy, so your edits never touch the original. Insert template drops the template content into what you are already working on.

💡 Pro Tip: slide templates are named with "Slides |" at the front, like "Slides | First Call Deck (Template)". There is no filter by content type in the template picker yet, so the name prefix is how you spot them. Follow the same naming when you build one.

 

3. Work with slides in the film strip

The film strip runs down the left side of the editor. It shows a live thumbnail of every slide, numbered in order. What you do there changes the deck.

ActionHow
Add a slideSelect + Add under the film strip
Reorder slidesDrag a thumbnail up or down in the film strip
Delete a slideSelect the slide, then remove it from the film strip
Duplicate a slideOpen the 3 dots menu on the slide and select Duplicate

A lock icon on a thumbnail means that slide is reused from your team library. It is read-only in this deck, and it keeps updating when the source updates. See [Admin & Rep Guide] Reuse slides from your library.

💡 Pro Tip: content scales to the screen it is shown on. You do not need to design for a specific laptop size. Build it once and check it in Preview.

💡 Pro Tip: when you ask the AI Content Builder for slides, add "Slide === Section" to your prompt. The AI does not always read the word slide correctly yet, and this helps it build what you asked for. See [Admin & Rep Guide] How to use the AI Content Builder.

 

4. Set up your deck in Settings

Settings is the gear icon at the top right of the editor. These settings control who sees the deck and where it shows up. A Topic is required before you can publish.

SettingWhat it does
TypeContent for a normal deck, Template to make it reusable as a starting point for others
Add to TopicsRequired. Topics control who can access the deck and which domains it appears on
External sharingOff by default. Turn it on to share the deck with a trackable link or add it to a Deal Room
Assign an ExpertThe person who owns the content. They are notified when assigned
Add to Learning PathsAdds the deck as an item in an existing Learning Path
Assign to Salesforce ObjectsControls which Salesforce pages the deck appears on for Reps
Must see contentMarks the deck so it appears in a user's Overview and Insights

The Custom Fields tab beside Settings is where you fill in any custom fields your team uses.

ℹ️ Note: External sharing must be on before a deck can go into a Deal Room. If a deck is missing when you search inside a room, check this setting first.

 

5. Save as a draft or publish

Select Save at the top right. The menu shows a short summary of your settings, so you can confirm the Topic before anything goes live.

OptionWhat happens
Save as draftThe deck is saved but not visible to your users. You can keep editing it
PublishThe deck goes live to everyone with access to the Topic
NotifySelect the Notify checkbox before you publish to open the Notify users window

In the Notify users window you pick the Teams to notify, write a message, and choose how it reaches them: In-app notification, Email, or Create Spotlight. Then select Publish and notify users.

💡 Pro Tip: save as a draft while you are still pulling the deck together, and publish once. A single publish with a clear message beats 3 notifications for the same deck.

 

6. Preview and Present

These are the same full-screen view. The name changes with the state of the content.

StateButtonWhere you find it
Still editing, or saved as a draftPreviewTop right of the editor
PublishedPresentTop toolbar when you open the deck

Preview opens on the slide you were working on. Use it to confirm spacing and formatting before you publish. Viewers can page through the deck in place, or open full screen. Buyers get the same 2 options in a Deal Room.

 

7. Use cases

These are the jobs this feature is built for.

SituationHow you use Slides
A customer meeting next weekStart from a team template, customize the few slides that are deal specific, and present straight from Spekit
A deck that goes stale every quarterBuild it with reused library slides, so pricing and positioning update at the source
A one-off internal readoutStart from scratch, save as a draft, and share only after your manager reviews it

 

8. Best practices

These 4 habits keep decks consistent and easy to maintain.

Best practiceWhy it matters
Pick Doc or Slides before you buildThe choice is one way. Converting later means rebuilding
Add the Topic earlyA Topic is required to publish, and it controls who can see the deck
Reuse library slides instead of copyingReused slides stay current. A copy goes stale the day you make it
Preview before you publishFormatting that looks right in the editor can break in full screen
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