Automated template management
Build better documents with dynamic templates
“Now, Sales create top-notch presentations that are perfectly in line with company standards within a fraction of the time.”
Patrick Bloem
Brand Compliance Manager, Milestone Systems
Streamline your document generation
Every version is the latest version
Before
Ensuring document templates are up-to-date for everyone is challenging and time-consuming
After
Templates are managed centrally, so changes only need to be made once and are instantly released
No more switching between apps
Before
Scattered document creation and disconnected data negatively impact team productivity
After
All tools and assets, including AI generation, are managed from within your existing workflow
Automatic metadata and doc classification
Before
Enforcing mandatory document classifications and the use of metadata is nearly impossible and requires manual oversight
After
Metadata insertion and classification happens automatically when each new document is created
Simple and efficient template automation
Centralized content management
Dynamic libraries for content and AI-prompts reduce reliance on IT.
Rules-based automation + GenAI
Use custom templates and managed AI to ensure consistency and compliance.
Workflow integrations
We work with your existing data ecosystems through OOTB integrations and RESTful APIs.
Real-time updates
Manage template updates and distribute new assets, including AI prompts, instantly.
Maximum security
Stay compliant with the highest international cloud security standards.
Enterprise GenAI
Create and improve content and define your own prompts with centrally-managed AI.
Reduce risk
Guaranteed compliance
Automatically insert the right logos, legal disclaimers, and metadata based on the user’s profile with dynamic base templates
automatic classification
Built-in metadata creation
Auto-fill metadata from SharePoint and DMS systems. Ensure accurate categorization at the point of creation.
enterprise ai
Deploy GenAI at scale
Establish a consistent tone of voice in AI-generated content. Manage personalized prompts for compliant, creative, and efficient document creation.
“Templafy allows us to pull metadata into a single repository, which helps us control and report on it. We had complete blind spots with our old system, which are all resolved now.”
Graeme Bland
Head of IT for productivity & project applications, Mott MacDonald
Additional content
Understanding the function of templates in doc automation
How top enterprises structure their business content around dynamic templates.
