Templafy

What is Templafy?

Templafy is an agentic document generation platform that creates business documents using approved templates, enterprise knowledge, and live data. It serves organizations needing governed content at scale by embedding directly into Microsoft Office, Google Workspace, Salesforce, and AI assistants via MCP connectors.

What are the features of Templafy?

• Document Agents

  Combine generative AI with patented rules-based automation to produce proposals, presentations, reports, contracts, and other documents grounded in company templates and business rules.
• MCP connectors (Templafy MCP)

  Link AI platforms including ChatGPT, Claude, Microsoft Copilot, Gemini, and Perplexity to approved content and business data for output as editable Microsoft Office files.
• Data integration

  Pull up-to-date client and company information from CRM and ERP systems to populate generated documents.
• Embedded workspace access

  Operate within Microsoft PowerPoint, Word, Outlook, Google Workspace, and Salesforce so users generate and finalize documents without leaving those tools.
• Automated template management

  Distribute approved brand assets and templates across teams through a centralized orchestration layer.
• Document Generation API

  Provide programmatic access for enterprise-scale document creation workflows.

What are the use cases of Templafy?

• Sales proposal creation

  Adobe sales teams use the platform to reduce time spent on repetitive document work, according to the vendor's stated case study.
• Audit report generation

  Templafy supports accounting and professional services firms producing engagement letters and audit reports using governed templates.
• On-brand presentation assembly

  Users prompt an AI assistant like Claude or ChatGPT for content, then apply company templates and assets to produce finalized presentations.

Templafy Contact Email:

info@templafy.com