integrations
Create accurate documents quickly
Generate on-brand and compliant documents in record time – without leaving your favorite apps
Templafy & Copilot
Harness the power of AI for sales teams
“With AI we are shifting from creators to evaluators and Templafy fits perfectly into that.”
Jason Baer
SR Group Manager, Digital Strategy Group, Adobe
“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 Teams 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
Keep Copilot presentations on-brand and compliant
Get started with the right template
Templafy’s default templates ensure that Microsoft Copilot automatically picks up your brand’s colors, fonts, designs and other essential elements, helping you create presentations that look great from the start.
Compliant content made easy
Templafy seamlessly integrates the correct account and company information, metadata, and privacy tags into your presentations, so you can focus on the content without worrying about compliance.
Brand-approved visuals
Thanks to Templafy’s integration with the Microsoft Graph connector, Copilot prioritizes visuals from the Templafy Asset Library. This means all images are brand-approved, ensuring consistency and professionalism in every presentation.
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.
