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Something new is coming to Templafy 👀

AI and doc gen

GenAI you can trust

Accuracy of rule-based automation meets productivity of AI-generated content to give you greater control, confidence, and peace of mind.

Centralized control. Seamless GenAI. 




The benefits of Templafy


10 hrs

saved per employee, per week
creating proposals

25 %

reduction in the time spent creating
audit reports

7000 +

engagement letters automated monthly,
saving time and money

Conversational UX 

Document agents 

Rules-based automation 

Custom AI integrations 

Powered by your knowledge 

Works where you work 

Customizable ai 

GenAI that’s easy to scale

Start with generic agents that maintain brand and compliance standards. Transition to specialized agents powered by the right AI models and organizational knowledge for more critical documents. 

measurable impact 

Get more out of your AI investment 

Help your teams access and benefit from your existing AI models to improve adoption and, in turn, efficiency. 

secure and private 

Optimized for enterprises

Maintain control with your own AI models and RAG, getting all the benefits without compromising sensitive information.  

integrated workflows

Co-create with Copilot

Incorporate Templafy’s document agent into your Copilot for Office 365 workflows for maximum efficiency, compliance, and ease of use. 

Create better documents faster with built-in AI


How much time does your team lose to document revisions?  

Templafy’s AI integrates with Microsoft apps to instantly generate content, adjust tone, and ensure compliance—freeing your team to focus on high-value work while reducing risk. 

“Templafy’s AI Assistant brings AI where users need it, with predefined prompts to make the use of it extremely easy. Users are able to benefit from the power of AI with minimum effort. Through embedding the AI into Microsoft Word and PowerPoint, we can elevate the way our employees are working with business documents.”

Kaisa Nummela

Generate your perfect pitch in clicks, without leaving PowerPoint

Discover how Templafy’s document generation platform uses AI and rules-based automation to generate pitch decks in minutes, all from inside your favorite document apps like Microsoft Office.

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Generate compliant, consistent legal documents in seconds

Unlock the future of legal document management with Templafy’s AI-powered automation software. Deliver consistent and precise legal documents effortlessly, every time.

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Mix AI and rules-based automation 

Create fully AI-generated content with document agents or rely on templates for rules-based content—or combine both approaches to achieve the perfect balance in your documents. 

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Flawless presentations in half the time with automation and AI

Use rule-based automation and Managed AI to create accurate and professional presentations.

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Win more with Templafy’s AI-powered document generator

Build proposals, presentations, and contracts faster with rule-based automation and managed GenAI.

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Generic agents and specialized agents 

Generic agents generate documents that adhere to brand and compliance guidelines using Azure OpenAI models. Specialized agents offer more accuracy by connecting to your chosen AI model while incorporating organizational knowledge—whether from files, past communications, or your entire document management system. 

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AI-powered accounting documents: On-brand and on time

Drowning in document work? Templafy is the document generation platform that helps accounting firms create client-ready documents in seconds. Right from the tools they already use, like Microsoft Office, Outlook, and SharePoint. 

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