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Quick start

Quick start with Cast.app

Section titled “Quick start with Cast.app”

Welcome! This guide will get you up and running with Cast.app in about 15 minutes. You’ll create your first automated presentation campaign and understand the core workflow.

What You’ll Learn

Section titled “What You’ll Learn”

By the end of this guide, you’ll have:

  • ✅ Created your account and first project
  • ✅ Generated your first presentation
  • ✅ Customized slides with your data
  • ✅ Understood the basic workflow

Choose Your Path

Section titled “Choose Your Path”

Different roles have different priorities when getting started with Cast.app. Choose the path that best matches your responsibilities:

🔧 Administrator Path

Section titled “🔧 Administrator Path”

Setting up Cast.app for your team

Time required: 30 minutes
You’ll set up: Account settings, integrations, team permissions, data sources

👉 Start Administrator Setup

🎨 Campaign Creator Path

Section titled “🎨 Campaign Creator Path”

Building and delivering presentations

Time required: 15 minutes
You’ll create: Your first presentation, customize content, launch a campaign

👉 Start Creating Campaigns

📊 Analyst/Viewer Path

Section titled “📊 Analyst/Viewer Path”

Understanding reports and insights

Time required: 10 minutes
You’ll learn: How to view campaigns, interpret analytics, access presentation data

👉 Start Viewing Analytics

Prerequisites

Section titled “Prerequisites”
  • A Cast.app account (create one here)
  • Sample data or access to your customer data
  • 15 minutes of focused time

Step 1: Create Account & Choose Template

Section titled “Step 1: Create Account & Choose Template”

What you’re doing: Setting up your workspace and selecting a starting point.

Why this matters: Templates provide pre-built slide structures that you can customize with your data, saving hours of design work.

📹 Watch: Account Setup (30 seconds)

Steps:

Section titled “Steps:”
  1. Click “Create an account” at the bottom of the login page
  2. Enter your email and choose a secure password
  3. Answer the setup questions about your use case
  4. Choose a template that matches your goal:
    • Customer Health Review - For QBRs and health check-ins
    • Onboarding Journey - For new customer success
    • Product Adoption - For feature usage and expansion

💡 Tip: You can always change templates later, so pick the closest match to get started.

Step 2: Generate Your First Presentation

Section titled “Step 2: Generate Your First Presentation”

What you’re doing: Creating a preview of your presentation with sample data.

Why this matters: This shows you what the final result looks like before you invest time in customization.

📹 Watch: Generate Preview (45 seconds)

Steps:

Section titled “Steps:”
  1. Click “Generate Preview” in the top right of the Workflow
  2. In the Generate Menu, click “Generate”
  3. Wait for processing (usually 30-60 seconds)
  4. Click “Preview” to see your presentation

🎯 What to expect: You’ll see a working presentation with placeholder data. This gives you the structure you’ll customize next.

Step 3: Customize with Your Content

Section titled “Step 3: Customize with Your Content”

Now let’s make it yours by adding slides and editing content.

Add More Slides

Section titled “Add More Slides”

What you’re doing: Expanding your presentation with additional slide types.

📹 Watch: Adding Slides (1 minute)

Popular slide types to try:

  • Metrics - Show KPIs and performance data
  • Gauges - Display health scores or progress
  • Charts - Line/bar charts for trends
  • Recommendations - Suggested next steps

Edit Slide Content

Section titled “Edit Slide Content”

What you’re doing: Customizing slides with your data and messaging.

📹 Watch: Edit Dataset (1 minute)
📹 Watch: Edit Appearance (45 seconds)

Steps:

Section titled “Steps:”
  1. Click any slide in your workflow
  2. Use the Slide button to open editing options:
    • Design - Change layout and data sources
    • Narrations - Customize the spoken content
    • Appearance - Adjust colors, fonts, backgrounds

Step 4: Preview Your Work

Section titled “Step 4: Preview Your Work”

What you’re doing: Reviewing your presentation before sharing.

📹 Watch: Preview Options (1 minute)

Preview in Designer:

Preview in New Tab:

Two preview options:

  • In Designer - Quick preview while editing
  • New Tab - Full experience as your customer would see it

🎉 Congratulations!

Section titled “🎉 Congratulations!”

You’ve successfully created your first Cast.app presentation. You now understand the core workflow: Template → Generate → Customize → Preview.

Next Steps

Section titled “Next Steps”

Now that you have the basics, here’s what to explore next:

📤 Share Your Presentation

Learn how Cast delivers presentations across multiple channels

Publish and Deliver →

📊 Connect Your Data

Replace sample data with real customer information

Learn about datasets →

🚀 Create a Campaign

Send your presentation to customers

Set up campaigns →

🎯 Add Recommendations

Include actionable next steps

Build recommendations →

Administrator Setup

Section titled “Administrator Setup”

For team leads and IT administrators setting up Cast.app

Phase 1: Account & Security (10 mins)

Section titled “Phase 1: Account & Security (10 mins)”
  1. Set up account settings - Configure company branding and security preferences
  2. Connect data sources - Link your CRM, databases, or data warehouses
  3. Configure team permissions - Set up user roles and access levels

Phase 2: Team Setup (15 mins)

Section titled “Phase 2: Team Setup (15 mins)”
  1. Invite team members - Add users and assign appropriate roles
  2. Create shared datasets - Set up data that multiple team members can use
  3. Establish templates - Create standardized presentation templates for your team

Phase 3: Launch Prep (5 mins)

Section titled “Phase 3: Launch Prep (5 mins)”
  1. Test integrations - Verify data connections are working
  2. Train key users - Share this guide with campaign creators
  3. Set up monitoring - Configure analytics and reporting preferences

Next: Hand off to your campaign creators to start building presentations.

Campaign Creator Workflow

Section titled “Campaign Creator Workflow”

For marketers, CSMs, and anyone building presentations

Quick Start (15 mins)

Section titled “Quick Start (15 mins)”
  1. Choose your template - Select from pre-built templates or start fresh
  2. Connect your data - Use existing datasets or upload new data
  3. Customize content - Edit slides, narratives, and branding
  4. Add recommendations - Include CTAs and next steps for your audience
  5. Preview & test - Review your presentation before sending

Advanced Features

Section titled “Advanced Features”
  • Personalization: Customize content for different audience segments
  • Liquid templating: Create dynamic content that adapts to data
  • Multi-channel delivery: Email, in-app, or direct sharing options

Pro tip: Start with the Customer Health Review template for your first campaign.

Analyst/Viewer Experience

Section titled “Analyst/Viewer Experience”

For executives, analysts, and presentation viewers

Understanding Your Analytics (10 mins)

Section titled “Understanding Your Analytics (10 mins)”
  1. Access campaigns - View active and past presentation campaigns
  2. Interpret metrics - Understand engagement, completion rates, and feedback
  3. Export data - Download reports for further analysis
  4. View presentations - See how your content appears to customers

Key Metrics to Track

Section titled “Key Metrics to Track”
  • Engagement rates: How long people spend viewing
  • Completion rates: Percentage who view entire presentations
  • Action rates: How many complete recommended next steps
  • Feedback scores: Customer satisfaction and feedback

Getting Reports

Section titled “Getting Reports”

Focus on: Use analytics to identify your most engaging content and optimize future campaigns.

Need Help?

Section titled “Need Help?”