integrations
Create accurate documents quickly
Generate on-brand and compliant documents in record time – without leaving your favorite apps
Start with Copilot and Teams
Search for a specific template or use Copilot to identify the best on-brand document template to start document creation.
Build your document
Create fully or partially automated documents. Continue document creation with approved content and Templafy’s productivity & AI tools.
Share and send
Save the document back to Microsoft Teams where the document creation started or send it to the next destination.
“At Microsoft, our mission is to empower everyone to achieve more. AI is transforming productivity globally, and we’re excited to partner with Templafy, whose document generation platform leverages Copilot to drive unprecedented achievements with AI.”
Erik Kerkhofs
Microsoft Western Europe ISV Lead
Simplify your document workflow in Copilot and Teams
Seamless Copilot integration
From compliant company document templates to proposals, use Copilot within Trams to find the best company-approved template and fully automated documents that meets your requirements
Efficient and compliant document generation
Access everything you need without leaving your documents – from marketing assets to time-saving productivity tools
Enterprise-grade security
AI inputs and outputs remain private, leveraging AI’s benefits without compromising sensitive information
Security-first as standard
The highest international standards
Deliver enterprise-grade security that meets and exceeds industry standards across every part of the Templafy platform.
“Our security-first approach means that everything we build rests on the foundation of a secure cloud infrastructure that works to protect the data it contains.”
Ellen Benaim
Chief Information Security Officer, Templafy
DOCUMENT PRODUCTIVITY
Build better documents with Copilot for Microsoft 365
Microsoft Copilot for Office 365 and Templafy’s integration represent a powerful duo for document automation, enhancing efficiency, reducing errors, and speeding up processing times. By leveraging these tools, businesses can achieve unprecedented productivity and accuracy in document handling.
See integration in action
Interested in how global enterprises have transformed their way of working with client-facing documents? Book a demo to get started.
