Document Automation and Customization with Simple Forms and New Placeholders - Q2 Webinar Recap
Thank you to everyone who joined our Q2 Product Update Webinar! If you couldn’t make it, this blog will walk you through the most exciting new features and give you a first look at what’s coming next.
This quarter, we focused on one big goal: making it easier than ever to create customized, on-brand content.
View the complete webinar slide deck as a PDF by clicking here.
⚡Our Approach to Document and Presentation Automation
At SlideHub, we take a structured yet flexible approach to automating documents and presentations—designed to minimize manual effort, reduce errors, and enable efficient, large-scale customization.
Minimize Human Error and Boost Customization with Automation
Manual document processes often lead to outdated content, missed placeholders, and inconsistent data. Automation helps avoid these issues by keeping key details—like client names, project information, and legal sections—accurate and up to date, reducing errors and saving time.
It also makes it easier to deliver personalized documents at scale. Studies show that tailored content improves engagement and understanding. With automation, teams can work more efficiently, minimize manual mistakes, and ensure every document is accurate and client-ready.
Flexible Placeholder System
A diverse range of placeholder types available to enable quick and flexible customization:
Standard Text – Populate names, contact details, pricing, and more automatically.
Sections – Build custom documents quickly by selecting and combining ready-to-use content sections, such as legal clauses or disclaimers. This speeds up assembly and reduces manual formatting.
Images & Icons– Instantly insert company visuals in the correct format and layout.
Logos – Quickly search for and insert off-the-shelf company logos, automatically sized and positioned with minimal effort.
Date – Simplify and standardize date entry using an intuitive calendar-style date picker.
These placeholders ensure your documents and presentations remain consistent, accurate, and easy to personalize—without repetitive formatting work.
Forms That Power Automation
We streamline end-user input through guided forms. Users answer a few structured questions, and the system fills out the appropriate placeholders automatically—transforming form inputs into polished, ready-to-use documents. This reduces manual work and speeds up document and presentation creation process.
To learn how to set up forms in SlideHub, you can watch the video below for a step-by-step walkthrough.
Or, if you prefer a more personalized approach, you’re welcome to book a session with our Customer Success team. We’ll guide you through the setup process so you can manage it confidently on your own — or, if preferred, we can handle the implementation for you at an additional cost. 👉 Schedule a session here: Book with Customer Success
📣 What is New in Q2
We've launched several new features this quarter to accelerate the way you build personalized documents and presentations:
Forms for document automation logic Guide end users through a simple Q&A form that automatically populates placeholder sections to create fully customized documents. This speeds up document creation, minimizes manual effort, and ensures accuracy based on user input.
Section Placeholder Build custom documents efficiently by selecting and combining ready-to-use sections—streamlining your workflow and minimizing manual effort.
Image & Icon Placeholders Save time by selecting the right company-approved images and icons for your documents and presentations. The chosen visuals are automatically inserted in the correct position and size when you download the file, making customization quick and effortless.
Off-the-shelf Logo Placeholder Find and insert company logos—from small businesses to large organizations—automatically sized and placed before downloading the file.
AI-enabled chat Use AI-enabled search to quickly find the information you need. Simply type your question or topic, and the AI will generate a clear response using relevant slides from your library, including direct slide references. Ideal for gaining quick information, understanding topics, or creating new content based on up-to-date slide materials.
⭐ Additional Highlights from Q2
Asset ownership Admins can now assign ownership of individual assets to specific admins, enhancing accountability and collaboration. This update simplifies tracking changes, reduces confusion, and makes it easier to identify who’s responsible for each asset—streamlining workflows across teams.
Category ownership In addition to asset ownership, admins can now assign ownership at the category level to enhance content governance. By assigning owners to entire categories, you bring greater structure and accountability to asset management. This helps teams clearly understand who is responsible for what, ensuring content stays organized, up to date, and well-managed.
Two-factor authentication (2FA) Activate 2FA to add an extra layer of verification during login, helping to keep your account secure. Enhance your account protection and enjoy greater confidence in managing your sensitive information.
Scan existing slides for potential placeholder identifiers Save time and effort while scanning for potential new placeholders across your slides. The enhanced scan feature identifies content within square brackets and helps convert them into placeholders, streamlining the process and making it quicker to link placeholders to slides.
Fixed slide sets Fixed slide sets allow you to group important slides together, ensuring they always stay linked and are inserted as a complete set, no matter where used. This guarantees consistency, prevents accidental omissions, and ensures essential messaging is never lost.
🚀 Coming Soon - What to Expect in H2
Highlights of key upcoming features:
Admin Managed Data Quickly create mass slide version changes and ensure compliance through admin managed data type placeholders.
Presentation Builder with Forms Streamline the presentation-building process by letting users complete a short form that automatically selects and assembles relevant slides from variable slide groups—producing tailored documents with minimal effort.
Presentation Sharing & Tracking Client requested feature that allows for seamless file sharing with external stakeholders while providing valuable insights on views and download activity.
Multi Category Filtering Narrow down assets using multiple category filters simultaneously—improving discoverability, reducing search time, and enhancing the user experience through precise content targeting.
📅 Don’t Miss Our Next Webinar
Join us for our next Product Update Webinar on Thursday, October 2nd at 2 PM and 10 PM CEST.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
Static and dynamic content editing
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
How to customize formatting for each rich text
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
.svg)
.png)
