Templafy integrates with Microsoft 365 Copilot to bring control to the AI era of document generation

PRESS RELEASE

Templafy integrates with Microsoft 365 Copilot to bring control to the AI era of document generation

NEW YORK, 7th january

Templafy, the document generation platform, today announces it is furthering its relationship with Microsoft by extending its integration with the company’s AI  agent for work, Microsoft 365 Copilot. As presented at Microsoft Ignite, this integration empowers enterprises to produce enterprise-grade, on-brand, and compliant content quickly—providing not just automation, but control.

Microsoft is one of the most commonly used software companies worldwide and a leader in bringing GenAI to enterprise digital workspaces, marked by the launch of Microsoft 365 Copilot last year. Since then, Templafy has worked closely with Microsoft to build and deliver enterprise AI technology solutions, ensuring that document creation is consistent, accurate, and compliant for users.

Each business document drives value for organizations and is key to accelerating revenue and solidifying reputation. Through Templafy and Microsoft 365 Copilot, companies can manage outputs at scale—enhancing efficiency, reducing errors, and accelerating processing times.

Kickstarting a new era of document generation

Templafy is staking its claim as a leader in the future of document generation. This collaboration combines Templafy’s powerful, centrally-managed document generation into end-user Microsoft 365 Copilot workflows. Companies can achieve compliance with company brand policies in documents created by Microsoft 365 Copilot, as Templafy automatically applies approved layouts and ensures the right content is in place from the start. Since its launch, Microsoft 365 Copilot has delivered numerous time-saving capabilities for users, from summarizing information to drafting emails. Now, with Templafy’s continuously evolving integration, organizations can boost both productivity and creativity while ensuring essential document generation rules are applied.

With our extended Microsoft 365 Copilot integration and workflow in PowerPoint users can:

  • Start presentation creation with company approved compliant and branded templates surfaced from centrally managed Templafy libraries filtered based on a user’s profile.
  • Use images pulled in by Copilot directly within PowerPoint workflow.

This is not everything which our teams have been working on. We also have integrations allowing companies to:

  • Find the right starting point for creating semi-or fully-automated business-critical documents through Microsoft 365 Copilot, with Templafy selecting the best template to match the use case.
  • Introduce document automation within Copilot agents, as Templafy populates branded, compliant templates with the enterprise knowledge from any application, including M365 Copilot.

Protecting innovation in document generation

AI has the power to eliminate tedious manual tasks, but it also comes with risks when non-compliant AI tools are used. These can lead to reputational damage, legal breaches, high costs, and even loss of business.

To address this, the Templafy integration provides a seamless, centrally-controlled platform that ensures every document meets the highest standards of quality, accuracy, consistency, and compliance—key pillars of effective document generation. 

Templafy enables organizations to maximize the value of their documents while adhering to company-specific compliance and brand guidelines. This collaboration helps speed up the AI learning curve for employees and organizations alike—ensuring innovative tools and capabilities are accessible while maintaining enterprise-level control.

Jean-Marc Chanoine, SVP of Business Development for Templafy comments:

“As well as AI innovation, organizations need control. This is how workers can experience the benefits AI has to offer, without exposing themselves to the risk. Microsoft 365 Copilot is a forerunner in the use of AI in the modern enterprise digital workplace, and it is only natural for Templafy to continue its deep integration into the Microsoft ecosystem with connectivity into Microsoft 365 Copilot in PowerPoint and Teams. Our unique capability of applying rules on top of document generation in a seamless and centrally controlled way compliments Copilot, and we are excited about the possibilities this opens up for end-users of the world’s most used workplace tools.” 

Jean-Marc Chanoine

About Templafy

Templafy is the document generation platform that uses automation and AI to enable enterprises to boost revenue and safeguard reputation through documents. Seamlessly integrated into any kind of document, it ensures all customer-facing content is compelling, driving conversions while letting brands shine. 
 
Templafy protects the integrity of enterprises through brand, InfoSec, legal, and AI governance, guaranteeing full compliance with company policies and guidelines. It elevates documents from tedious back-office tasks to strategic assets that drive enterprise success, redefining the paradigm of document creation, management, and impact.

Founded in Denmark in 2014, Templafy is a global organization with offices across Europe and the US. Templafy supports over 4m users and works with enterprise customers around the world like KPMG, PwC, Adobe, IKEA, and BDO to eliminate manual document work from their organizations.

For more information, press only: templafy@archetype.co