Master brand consistency with Templafy and Copilot for Office 365

Since the explosion of generative AI, Microsoft’s Copilot has become an essential tool for enterprises. It’s designed to elevate productivity by automating various office tasks within the Microsoft 365 suite – like drafting emails, creating presentations, summarizing reports, and compiling data – so employees can focus on more strategic work. 

However, while Copilot excels in efficiency, it needs an additional layer of control to keep companies in the pilot seat and make sure AI-generated documents adhere to company standards and guidelines. That’s where Templafy steps in. Templafy provides a crucial management layer for Copilot, ensuring all AI-generated documents stay on-brand and compliant.

Read on to discover how Templafy and Copilot can elevate your document creation process.

Templafy and Copilot: The perfect partnership

A decade of partnership with Microsoft

Templafy has been working closely with Microsoft for nearly a decade, solving enterprise challenges together. This deep collaboration ensures that Templafy integrates seamlessly with Microsoft’s suite – ensuring a smooth user experience and an uninterrupted workflow.

Built for enterprises

Templafy is tailored specifically for large organizations, tackling brand compliance and efficiency issues head-on. By centralizing template management and automating compliance, Templafy ensures every document meets brand standards without the usual hassle.

How Templafy and Copilot work together

Templafy provides a robust document management layer that enables enterprises to harness the productivity power of Copilot's AI – without sacrificing control of brand consistency and compliance.

Templafy: Ensuring consistency and compliance

• Document compliance: Ensures all documents are compliant with brand and legal standards from the start.
• Brand management: Manages logos, templates, approved images, icons, metadata, classifications, legal disclaimers, and ready-made content.
• Personalization: Customizes document starting points based on user profiles and distributes compliant content widely.

Copilot: Enhancing productivity with AI

• Enhanced productivity: Using AI in document creation and refinement massively increases productivity of the employees.
• Better employee experience: Jump-starting creativity and efffective delegation improves employee experience.

How the Templafy and Copilot integration is transforming enterprise document workflows

Discover how Templafy and Copilot enhance document creation and management in Word, PowerPoint, and Outlook.

Centralize brand compliance

Templafy allows businesses to centrally manage company content, including logos, templates, company-approved images, icons, metadata, classifications, legal disclaimers, and ready-made content. This centralized management ensures all content is consistent, up-to-date, and compliant with branding and legal standards. By providing a single source of truth, Templafy enhances brand integrity, reduces compliance risks, and streamlines document creation workflows.

Controlled document automation

Certain documents, like pricing quotes, bids, or proposals, require strict control and standardization. Templafy's document engine enables companies to determine the level of automation based on the specific document type. This flexibility ensures that highly controlled documents maintain the necessary precision and standardization, while other documents can benefit from greater automation.

Templafy also enables organizations to roll out AI capabilities to a broader audience, while personalizing document creation based on user profiles. This ensures every document generated using Copilot is secure, compliant with regulations, and perfectly aligned with the company's branding guidelines.

Advanced document creation tools

Templafy provides additional tools for document creation, integrating Copilot’s AI capabilities to create and enhance text that aligns with the company's tone of voice and writing style. This includes connections to specific AI models and RAG (Retrieval-Augmented Generation), as well as fully ready-made content like slides and text. Productivity tools for PowerPoint further streamline the creation process, ensuring all content is consistent and efficient.

Proven ROI on copilot investment

Templafy helps companies maximize their Copilot investment by addressing use cases directly linked to business KPIs, such as creating high-value, revenue-generating documents. The integration allows these tools to be used by a wider group of employees, not just specialized teams. Companies can control the critical elements while leveraging AI where it adds the most value – increasing efficiency and effectiveness across the organization.

Ready to see how Templafy and Copilot can power up your documents?

Dive deeper into the Templafy and Copilot integration in our upcoming webinar. Discover use cases and valuable insights into maximizing your ROI.

Join the webinar