How to Create and Use a Playbook in Visme

You can create and use a playbook in Visme to turn a deck you already use into a reusable, on-brand version, then generate a new presentation from it for each client.

A playbook must be approved before anyone can generate presentations from it. To fill text with CRM data, you need a Salesforce account.

Create your playbook

Click Playbook in the left sidebar. The My Playbooks page opens.

Tip: No deck to upload? Every new account includes ready-made playbooks designed by Visme: Sales pitch, Business review, and Project kickoff.

Click Create New Playbook in the top-right corner. The Create a playbook window opens.

Click Choose a file and select your deck, or click Choose one to use an existing Visme project. Visme uploads it and extracts your brand.

Review the Logo, Fonts, and Colors Visme found. If something is missing, you can add it later in your Brand Kit.

Click Continue and you will see a preview of your playbook.

Click Open Playbook. Your playbook is saved to My Playbooks as a draft.

Review and edit the structure

On the My Playbooks page, click your playbook. It shows a Draft label until you approve it.

Review the slides in the Playbook Structure tab. Each one shows its role, layout name, and a short description.

Click Edit structure above the slide list.

Click the Duplicate slide icon to copy a slide, or the Trash icon to remove it. You can also use Add from team slides, Undo, and Reset changes at the top of the list.

Click Save changes in the top-right corner of the list, or Cancel to discard your edits.

Click Approve in the top-right corner. The label changes from Draft to Active, and your team can now generate presentations from it.

Choose what each text block shows (optional)

In the Playbook Structure tab, click the Lock text icon to the right of a slide. The Text slots window opens, showing the slide with each text block numbered and a matching list on the right.

Find the slot you want to keep fixed and click Locked. A Text to keep field appears below it.

Type the text exactly as it must appear, such as legal wording, pricing, or a title. Every generated presentation shows it unchanged.

To fill a slot from Salesforce instead, click Data. Every generated presentation shows that field’s value for the account or deal it’s created for. This option is available once you connect Salesforce in Part 3.

Click Save at the bottom of the window. The number of locked slots appears in the bottom-left corner.

Tip: Slots you don’t change stay set to AI, which writes new text for each client.

Connect your data (optional)

Click the Connections tab on your playbook page. You’ll see your Brand Kit and Salesforce connections.

Click Connect your Salesforce account. Once connected, your playbook automatically uses CRM data when generating presentations.

Click Add field next to Fact Fields or Context Fields to choose which Salesforce fields your playbook uses.

Tip: Use the My Brand Kit toggle at the top of the Connections tab to turn your Brand Kit on or off for this playbook.

Generate a presentation

Click Generate from Playbook in the top-right corner. Deck Generation Studio opens with the playbook selected.

Type in the Additional context field. Add notes, email threads, or meeting transcripts, or describe the presentation you need.

Click Generate Outline. Your outline appears on the right, one card per page.

Review the outline. To change it, update your context and click Regenerate Outline.

Click Generate Design. Visme designs your presentation and shows a preview.

Click Open in Editor in the top-right corner. Your presentation opens in the Visme editor, ready to edit.

How to Set Up Your Brand Kit in Visme
How to Create Presentations and Documents with Visme AI Creation Studio.