Agentic AI is the top “strategic tech” trend of 2025*. Here’s why.

*(Gartner)

Agentic AI (AI that thinks and acts autonomously) might sound futuristic, but it’s already here. And with a wave of big tech companies introducing agentic AI features in late 2024 (like Microsoft’s Copilot Agents, OpenAI’s Operator, and Google’s Gemini 2.0), there’s a good chance your teams—and competitors—are already using it. 

By 2027, Deloitte predicts that 50% of all companies who use GenAI will have launched agentic AI pilots. And Insight Partners forecast a near future where “everyone will have an AI assistant, from consumers to knowledge workers.” These assistants will take various forms, like smart AI helpers built into existing tools, as well as standalone apps designed to handle specific tasks using AI.  

There’s no doubt these tools will completely revolutionize workflows, boost productivity, and get things done that humans might miss. But here’s the catch: we’ll have to train them to do so effectively and safely, first.  

Without the right boundaries in place, companies face a slew of potential risks—from compliance breaches to inaccuracy and inconsistency—that could create more problems than they solve. 

There’s a lot of contradicting and confusing information circling around agentic AI. That’s why we’ve gathered everything you need to know about this new tech to get started: what’s on the market, the top 5 use cases for maximum ROI, and how you can mitigate the risks. 

What is agentic AI?

In simple terms, agentic AI is an advanced AI system that can handle complex workflows from start to finish with very little human input. 

Unlike traditional AI systems, like chatbots or GenAI, which require people to provide prompts or guidance, agentic AI works on its own. It leverages tools like large language models (LLMs) to evaluate the best course of action for solving a problem. It then decides when to use additional resources, such as the internet, company databases, or other enterprise tools, to complete tasks. 

This entire process happens independently, without requiring constant human supervision. 

How agentic AI works

What makes agentic AI so unique is its ability to learn and adapt. It doesn’t just automate—it thinks, learns, and improves. If needed, humans can step in at any stage to guide or review, so the process stays reliable and flexible. 

The key stages of how agentic AI operates are outlined in a framework originally presented by Everest Group. Below, we expand on these stages to explore how AI moves from input to outcome.  

An agentic AI workflow, simplified:

5. Output and outcome 

Finally, the AI delivers the result, whether it’s a completed task, a detailed report, or a solved issue. 

From manual to autonomous: How automation evolved

Agentic AI might seem like a huge leap for automation, but businesses have been inching toward it for decades. 

In the early days, automation tools were built to follow strict rules. They handled tasks like administration, data processing, and workflow management—jobs that required consistency and accuracy.  

These tools are still essential today for tasks like regulatory compliance. But modern AI has advanced far beyond simple rule-following.  

The following timeline illustrates how automation tools have evolved from manual tasks to agentic AI.  

How we got here

Top 5 agentic AI use cases for enterprises

GenAI tools have become as natural to our workday as checking email. And now, agentic AI is set to transform how we work entirely. 

The safest and most effective way to unlock the value of agentic AI in these early stages is to start simple. The focus should be on teaching these tools to handle repetitive, low-value tasks that often take up valuable time. By automating these processes, teams can shift their attention to more strategic work. 

Here are five agentic AI use cases ready for enterprise adoption today. 

Templafy’s agentic AI solutions

Agentic AI has the power to transform workflows—but only when implemented carefully. Without the right guardrails, automation can introduce risk instead of efficiency. 

As Jean-Marc Chanoine, Templafy’s SVP of Global Business Development, puts it: 

“Reducing complexity drives value. Agentic AI will take automation even further, but only if we train it carefully.” 

Templafy helps businesses integrate agentic AI into document workflows with confidence, ensuring outputs remain compliant, consistent, and on-brand. With Templafy, teams can automate repetitive tasks while staying in control of quality and accuracy. 

Here’s how it works: 

• Attended agents – AI assists in document creation by pulling the right data from CRMs, applying approved templates, and generating ready-to-send documents like sales proposals and reports with minimal effort. 
• Unattended agents – Document creation happens automatically based on triggers, like a sales opportunity advancing in Salesforce. AI generates and sends a compliant quote without manual input. 
• Templafy as part of another agent – Templafy integrates with tools like Copilot Studio to ensure every AI-generated document meets branding, formatting, and compliance standards. It’s the backbone of brand control, keeping automated content polished and professional. 

By embedding AI into workflows with the right safeguards, Templafy ensures that businesses don’t just automate faster—they automate smarter. 

Ready to see what Templafy’s AI Assistant can do for you?

Templafy arms your employees with everything they need to create on-brand documents, right inside their daily tools like Microsoft Office and Google Workspace. With instant access to approved templates, brand assets, and AI tools, your teams can stay focused and work smarter.  

Find out how Templafy’s AI solutions can revolutionize your document workflows.