Quick Guide: Larry's Lunch 'n Learn - Using Your Templates (01.08.25)
Introduction
Session Start: Session begins at 12:00 PM. (1:15)
Agenda Overview: Focus on using AI with personal templates, hopping between tools like Word, PowerPoint, and Excel. (1:41)
Using AI with Templates
Accessing and Applying Templates (4:01)
Microsoft Store: Access a library of templates. (4:09)
Creating Templates: Save your own documents as template files for reuse. (4:15)
Formatting in Word: Demonstration on setting headings, text format, and saving as a template. (7:12)
Exporting AI Outputs to Templates
Word Export: Export content from Awarded AI to Word, apply template formatting. (11:54)
Template Application: Steps to apply saved templates to exported documents. (12:22)
PowerPoint Slide Deck Creation
Creating and Exporting Slide Decks (20:17)
Slide Deck Outline: Generate slide titles and content using AI. (21:29)
Export Process: Export AI-generated outlines to Word, then import into PowerPoint as slides. (24:51)
New Features and Updates
Exporting to Excel (29:22)
CSV Downloads: New feature allowing direct table exports to Excel. (30:21)
Global Search Feature (33:38)
Search Functionality: Early beta feature allowing search across all content and files. (34:03)
AI Review Tool Updates (37:21)
Custom Evaluation Criteria: New settings allow for personalized compliance checks. (37:52)
Quick Edits and AI Assistants (40:16)
Prompt Library and Quick Actions: Simplified access to frequently used functions. (41:14)
Recap and Closing
Summary of Session
Template Usage: Exporting AI outputs into Word and PowerPoint templates. (44:54)
New Features: Highlighted updates including Excel exports and global search. (48:19)
Additional Information
Access to Recordings: Information on accessing session recordings and materials. (49:46)
AI Certification Program: Introduction to the new certification program and its benefits. (50:10)
Next Session Preview
Upcoming Topics: Focus on contract management use cases, including evaluating circular logic and conflicting clauses. (51:47)
Conclusion
Thank You Note: Closing remarks and appreciation for attendees. (52:46)