How to Get Your PowerPoint Template Ready for Copilot: Brand Kit and Template Assessment Explained
4 min
Copilot in PowerPoint builds decks from your brand kit, but how on-brand they look depends on your template. Copilot uses your template's sample slides first and its layouts second, and when there aren't enough sample slides it falls back to the slide master, which Microsoft says may give less optimal results. In the final part of his four-part series, Anand goes through getting your company template ready for Copilot, checking it with Template assessment, and the two settings that keep Copilot on brand. What the episode covers:- Why sample slides matter most: Microsoft's advice is "If you only have time for one thing, add sample slides." Make them representative, complete slides at light, medium and heavy density, not libraries of icons or charts.- Template structure: put main content in placeholders, not text boxes. Use theme colors and fonts instead of manual formatting, and editable tables and charts instead of pictures of them. Create and save the template in PowerPoint for Windows or Mac, as .pptx or .potx. Brand kit is available in PowerPoint for Windows, Mac and the web.- Template assessment: made for brand managers. It runs automatically when you add a template to a brand kit (Templates, then Add template), and you can run it on an existing template from More options (...), then Template assessment. It checks the template file, slide master, theme, placeholders and sample slides. Each row is marked Suggestion or Pass, with Why it matters and How to improve. It never changes your file or blocks saving. Select Copy results to share the report. A Microsoft 365 Copilot (Premium) license is required.- Fixing with Copilot: in Copilot in PowerPoint, enter Microsoft's prompt ("Fix the template issues from the checker report, keeping the existing design and slide count:") and paste the copied results after it. Copilot might ask how you want to act on the report: Fix the existing slides, Fix and expand examples, or Explain the report first. Then save, upload the temp...