About the IntelligenceBank AI Marketing Compliance Add-On for Google Slides

The IntelligenceBank AI Marketing Compliance Add-on for Google Slides brings your organisation's compliance, legal, and brand checks into Google Slides. Open the sidebar on the deck you're working on, run an on-demand review across every slide, address the risks the panel surfaces, and - when you're ready - send the presentation to the selected Database, and if applicable, Record, in IntelligenceBank.

The Add-on is best suited for organisations that:

• Work heavily in Google Slides and want to run risk reviews directly within this environment.
• Want to address as many risks as possible before submitting content to IntelligenceBank for formal sign-off or approval.
• Need to collaborate with stakeholders who are Google Workspace users but perhaps not IntelligenceBank users.
• Prefer or require their collaboration workflow happen within Google Workspace rather than in IntelligenceBank.

What the Add-on Does

• On-demand risk detection - check the entire deck against your organisation's rule sets without leaving Google Slides.
• Risks grouped by slide - results are organised by slide, with click-to-jump navigation to the slide a risk appears on.
• Inline feedback - insert any detected risk as a native Google Slides comment on the slide it relates to, so collaborators see it in the presentation even if they don't use the Add-on. When a comment is attached to text, Google highlights that text while the comment is selected.
• Annotated PDF - download a PDF that shows the reviewed slides with the risks highlighted.
• Direct submission - once you're happy with the deck, send it to IntelligenceBank to create a record on the platform.
• Consistent rules - the same compliance, legal, and brand checks your team uses elsewhere in IntelligenceBank.

Requirements

• A Google account with edit access to the presentation, using Google Slides in a desktop web browser (the Add-on runs in the Slides editor sidebar).
• An active IntelligenceBank account with the Marketing Compliance feature enabled.
• An internet connection - signing in, running reviews, and sending presentations to IntelligenceBank are all online operations.
• Google authorization to the open file. Because reviews run on a PDF export of your deck, Google asks you to grant access to the current file only (not your whole Drive), using Google's file picker. The file picker opens in a dialog window over your presentation.

Installing the Add-on

Install the Add-on from the Google Workspace Marketplace. If your administrator has already deployed it to your organisation, skip to How To Use - it will already be available under the Extensions menu.

1. Open the IntelligenceBank AI Marketing Compliance listing on the Google Workspace Marketplace.
2. Click Install and follow the prompts to grant the Add-on the access it needs.
3. Open any Google Slides presentation. The Add-on appears under Extensions > IntelligenceBank AI Marketing Compliance.

Deploying the Add-on (Administrators)

Google Workspace administrators can install the Add-on for the whole organisation or for specific groups so users don't have to install it individually:

1. Sign in to the Google Admin console as an administrator.
2. Go to Apps > Google Workspace Marketplace apps and find the IntelligenceBank AI Marketing Compliance listing (or add it from the Marketplace).
3. Choose to install for everyone or for selected organisational units and groups, then review and accept the requested access.
4. The Add-on then appears for those users under Extensions in Google Slides.

Authorizing the Add-on

The first time you open the Add-on in a presentation, Google asks you to authorize it before it can run. This is Google's standard one-time step for any Workspace add-on - you won't be asked again on that account unless you remove the access.

1. When you see Authorization required - A script attached to this document needs your permission to run, click OK.
2. Choose the Google account you want to use.
3. On the permissions screen, tick Select all, then click Continue to finish.

Each permission maps to something the Add-on needs to do its job:

• See, edit, create, and delete only the specific Google Drive files you use with this app - lets the Add-on read and export the presentation you're reviewing, and add comments to it. It applies to that file only, not your whole Google Drive.
• View and manage the Google Slides presentations and documents this application is installed in - lets the Add-on work with the file you have open.
• Connect to an external service - lets the Add-on talk to your IntelligenceBank platform to run reviews and send content.
• Display and run third-party web content in prompts and sidebars - lets the Add-on show its interface in the Google Slides sidebar.

You can review or remove this access at any time from your Google Account at myaccount.google.com/permissions.

How To Use

1Open the Add-on	In Google Slides, go to Extensions > IntelligenceBank AI Marketing Compliance > Open. The Add-on opens in a sidebar on the right, starting at a Welcome screen. The first time you open it, Google asks you to authorize the Add-on - see Authorizing the Add-on above.
2Sign In	Enter your IntelligenceBank platform URL in the Platform URL field and click Login to IntelligenceBank. A browser tab opens so you can complete authentication on your IntelligenceBank platform - SSO is supported if your platform has it configured. Once the browser tab confirms you're signed in, return to the sidebar and click Continue. If the browser tab didn't open, use copy the link on the confirmation screen to open the auth URL manually. After your first successful login, the Add-on remembers your platform URL and tenant branding so subsequent sign-ins are faster. Once you're signed in, the Add-on opens to the Create Review tab with your deck already selected - there's no separate file to upload or choose.
3Configure Your Review	In the Risk Review Configuration section, choose your Database and set any required category filters, or select an existing Record to load its values. The Start Risk Review button stays disabled until every required filter is set. Category filters follow the conditional logic configured on your IntelligenceBank platform form: depending on your selections, a filter can appear or hide, become required or optional, and a filter's available values can narrow to match the value chosen in a parent filter (cascading filters).
4Run the Review	Click Start Risk Review. If you haven't already, Google asks you to grant access to the current file so the Add-on can export it. Google's file picker opens in a dialog window with your open deck pre-selected, so it's a single click. A processing screen then shows progress while the Add-on exports the deck as a PDF and runs the configured rules across every slide. When the review completes, the panel switches to the Latest Review screen.
5View Results	The Latest Review screen presents identified risks in two sections: Detected Risks for everything still active and a separate Dismissed section for risks you've put aside. Risks are grouped into a section for each slide (Slide 1, Slide 2, and so on) so you can scan by location. Each card shows the rule that triggered, a description, the matched text, and any recommendation. Click a risk to navigate to its slide so you can see it in context. Insert detected Risk as Comment - the comment button on a risk adds it as a native Google Slides comment on its slide (see Comments in Google Slides below). Dismiss - move the risk to the Dismissed section. Dismissed risks can be brought back if you change your mind. Insert all detected Risks as Comments - the comment button in a slide's header inserts every risk on that slide. The same button at the top of the Detected Risks section inserts every detected risk in the deck in one click. Download PDF - download an annotated PDF of the deck with the risks highlighted. Useful for sharing review output with people who don't use Google Slides or the Add-on.

Comments in Google Slides

The Add-on inserts each detected risk as a native Google Slides comment. Reviews run on a PDF export of your deck, so the Add-on anchors each comment as precisely as it can, in this order:

1. To the flagged words, when it finds them in a text box or table cell on the slide.
2. Otherwise, to the element at the risk's position on the slide, for example an image that contains the flagged text.
3. Otherwise, to the slide itself.

• Each comment includes the rule title, description, recommendation, and the original sentence in quotes.
• When a comment is attached to text, Google highlights that text while the comment is selected. Comments don't change your slides' formatting.
• Inserted comments are part of the presentation. They stay after you save, share, or close the Add-on, and you can reply to, edit, or resolve them like any other Google Slides comment.
• The Add-on tracks which risks you've already inserted in the current review. An inserted risk's button shows Comment inserted, and the buttons on each slide and at the top of the Detected Risks section insert only the risks that remain.

To share review output with people who don't use Google Slides or the Add-on, use Download PDF to download an annotated PDF of the deck with the risks highlighted.

Send to IntelligenceBank

Sending to IntelligenceBank is an explicit, separate action - running a review does not automatically upload the deck to IntelligenceBank. Click Send to IntelligenceBank in the result actions footer once you're satisfied with the review and need to upload your content to an IntelligenceBank record for official sign-off or approval. The Add-on exports the presentation as a PDF and uploads it to your platform along with the review metadata. When you send a presentation to create a new record, the Add-on pre-fills that record's Title field with your presentation's name, so the new record opens already titled - this applies when the record's Title field is a Text field.

Settings

The menu in the sidebar header gives you Settings, Clear Results (visible once a review is loaded), Help & Support, and Logout. The Settings page lets you tailor what the Add-on shows. Changes save automatically and persist between sessions.

• Onboarding Help Banners - show or hide the help banners that walk you through the risk review process.
• Compact View - reduce font sizes and component spacing for a tighter UI, useful in the narrow sidebar.
• Send to IntelligenceBank - show or hide the button that sends reviewed content back to your platform. Hide it if your workflow doesn't require sending the deck.
• Download Review as PDF - show or hide the option to download the annotated PDF of the reviewed deck.

Data and Security

• Encrypted in transit - all communication with IntelligenceBank uses TLS.
• Your authentication - sign-in is delegated to your IntelligenceBank platform, including SSO if your organisation has it configured. The Add-on does not store your credentials.
• Access to the open file only - the Add-on requests access to just the presentation you're reviewing, granted through Google's file picker. It does not ask for access to your whole Google Drive.
• Same platform controls - presentations sent to IntelligenceBank inherit the permissions, retention policies, and access controls already configured on your platform.

Frequently Asked Questions

What happens if I edit the presentation after the review?

Comments are placed using the review's results, which reflect the presentation as it was when you reviewed it. If you've edited it since, including adding, removing or reordering slides, a comment can attach to the wrong text, element or slide. Run the review again, then insert the comments.

How do I share risk feedback on a slide?

Use Insert detected Risk as Comment on a risk to add it as a Google Slides comment, or Insert all detected Risks as Comments in a slide's header to add a comment for every risk on that slide. For an offline or external audience, use Download PDF to share an annotated PDF of the deck with the risks highlighted.

Why isn't a comment anchored to the flagged text?

Reviews run on a PDF export of the deck, so the flagged words aren't always text the Add-on can find on the slide. Text inside an image is a common example. When the Add-on can't find the words in a text box or table cell, it anchors the comment to the element at the risk's position, or to the slide itself. The comment still carries the full risk details.

What's the maximum file size?

Google limits the PDF export of a presentation to 10 MB. The Add-on reviews and sends your deck as that PDF export, so a deck whose export is larger than 10 MB can't be reviewed or sent to IntelligenceBank from the Add-on, and the Add-on shows a message saying so. Within that limit, the IntelligenceBank file size limits listed here also apply.

Can I use this on the Google Slides mobile app?

No. The Add-on runs in the Google Slides editor sidebar, which is available in a desktop web browser. The Google Slides mobile apps don't support editor add-ons.

Can multiple people review the same presentation?

Yes. Each reviewer's detected and dismissed lists are scoped to their own session, but comments inserted from the Add-on are part of the presentation and visible to anyone with access to it.

Do I need to be online?

Yes - signing in, running reviews, and sending presentations to IntelligenceBank all require an internet connection.

The Add-on isn't loading. What should I check?

1. Confirm you have an internet connection.
2. Close the sidebar and re-open it from Extensions > IntelligenceBank AI Marketing Compliance > Open.
3. Reload the presentation tab in your browser.
4. If the issue persists, submit a ticket.

Get Started

Install from Google Workspace Marketplace