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.

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.

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.