Videos

Product explainers

Inside Templafy's document agent platform

See how Templafy’s AI agents work together behind the scenes, from choosing the right template to adding accurate, relevant content. In seconds, they turn a simple chat request into a polished, company‑compliant document.

Product explainers

Enable AI agents to create business-ready documents

Organizations are creating many AI agents to automate their business processes but there is a gap in terms of the documents generated by these agents. Templafy’s Document Generation API can integrate with any AI agent in your organization and generate documents which are fully developed and do not need any more time from your teams.

Product explainers

Enable Copilot agents to create business-ready documents with Templafy

This demo showcases how organizations creating agents with Copilot Studio can use the Document Generation API as a simple connector. These agents can be accessed from various M365 applications and used to increase productivity of different teams.

Product explainers

Automate document creation with Templafy in Copilot

See how Templafy brings automated document generation directly into Microsoft Copilot, pulling templates, data, and content from your systems to create compliant, on-brand documents through a simple chat.

Case stories

How Ipsos transformed brand consistency and efficiency with Templafy

Jessica Gates, CMO for North America at Ipsos, explains how Templafy helps their teams save up to 30% of their time while creating consistent, high-quality client deliverables.

Webinar & Events

Document agents live demo at Templafy Connect

Watch a live demonstration showing how document agents create on-brand, compliant presentations in minutes, plus answers to common questions about AI-powered document generation.

Product explainers

How Templafy brings brand control to Copilot

Discover how Templafy adds the quality, compliance, and branding guardrails that Copilot needs to create fast, accurate, and on-brand documents at scale.

Webinar & Events

ABB's journey with Templafy's AI Assistant

Discover how ABB successfully integrated Templafy’s AI Assistant to boost productivity, ensure brand compliance, and simplify document creation for over 70,000 users worldwide. Learn about the global rollout, user engagement, and the role of AI in driving adoption and improving daily work processes.

Webinar & Events

Inside Templafy Connect London

See the highlights from our recent Templafy Connect event in London, where attendees explored document agents in action. Hear what they had to say about the experience and get a look behind the scenes.

Product explainers

Introducing document agents by Templafy

Templafy’s document agents brings in the productivity and creativity AI to everyday workflows of your team while enforcing branding and compliance centrally.

Case stories

The adoption of Templafy's AI Assistant w. ERM

Explore how GenAI can boost your content creation process. From adapting and refining messaging to navigating challenges, this session will offer insights into making AI work for your team.

Product explainers

Create client‑ready documents with confidence

Watch how accounting and consulting firms can automatically review documents for errors and compliance to deliver client-ready work that protects their reputation.

Product explainers

Smart contract automation for consultants

See how consulting firms can automate the creation of proposals and contracts, so consultants can focus on delivering client value instead of repetitive document work.

Product explainers

Centralize your brand content for instant access

Discover how Templafy brings templates, logos, and brand assets from SharePoint, DAM, and other platforms into one unified library inside the tools your teams already use.

Product explainers

Maximize billable hours with automated proposals

Find out how Templafy automates proposal creation so accounting and consulting firms can spend less time on documents and more time winning projects.

Product explainers

Copilot brand compliance – Microsoft Build 2025 demo

Product explainers

Copilot partner demo Templafy – Microsoft Build 2025

Templafy’s integration with Microsoft 365 Copilot brings together the best of AI and rules-based automation.

Product explainers

Document agents for Salesforce

This video showcases the unattended document generation capabilities of Templafy. Once the sales stage updates in Salesforce, Templafy document agents automatically create engagement letter and kick-off deck.

Product explainers

Templafy agent in Copilot for PowerPoint

Rick Johnson is an sales executive who uses Templafy agents in Microsoft 365 Copilot to create all sales documents. Here he uses the Templafy agent in Copilot for PowerPoint to create a proposal on an account he is pursuing – Skyford Samuels. Templafy agent uses a mix of rules-based automation and AI to create the proposal for him. He finally edits the proposal with the market insights agent in the edit flow.

Webinar & Events

Brand risk and reputation w. Jefferies

Patrick Ohlin from Jefferies explores how brand consistency and document automation are key to maintaining and protecting your company’s reputation.

Webinar & Events

The AI vision of Templafy w. Sam Hockley

Discover how Templafy’s AI tools saves hours of manual work and see how top companies use it to improve efficiency, protect brand reputation, and streamline processes.

Product explainers

Automate document creation for accuracy and speed

Templafy automates document creation, ensuring every file is accurate, compliant, and on-brand—saving time and reducing risk.

Product explainers

Automate proposal creation without sacrificing brand control

Templafy automates proposal creation by pulling in accurate data from your CRM and AI models, saving time and reducing errors.

Product explainers

Automate compliance and consistency with Templafy’s AI tools

Templafy’s AI tools ensures every document follows company guidelines while helping your team create content faster. Generate text, adjust tone, and refine documents without leaving your Microsoft apps.

Product explainers

Make on-brand content the easiest choice for your team

Templafy’s content library integrates with Microsoft Office, protecting brand integrity and ensuring everyone can access compliant templates with a single click.

Product explainers

AI-powered document generation

Zoe uses various AI features of Templafy to create a proposal in PowerPoint.

Webinar & Events

Automated Workflows w. Mott Macdonald

Discover how automation can streamline your workflows, enhance accuracy, and boost efficiency—freeing up your team to focus on what really matters.

Webinar & Events

Templafy's AI Assistant w. ERM

Explore how GenAI can boost your content creation process. From adapting and refining messaging to navigating challenges, this session will offer insights into making AI work for your team.

Webinar & Events

The AI vision of Templafy w. Oskar Konstantyner

A live demonstration of Templafy’s AI tools by our VP of Product, Oskar Konstantyner.

Product explainers

Brand and compliance for Copilot-generated presentations

See how Templafy enhances Copilot by ensuring business-critical documents are on-brand, and compliant—saving time while improving quality.

Case stories

How ERM strengthens brand reputation with Templafy

Sarah Middleton, Bethan Jones, and Camila Ilama from ERM share their insights on what work was like before and after Templafy.

Case stories

Building safer, smarter projects with the help of AI

We spoke with Stefan Truthän, former CEO of hhpberlin, about how the company embraced AI to transform their workflows—and the remarkable impact it’s had on both quality and efficiency.

Product explainers

Generating customized and branded documents faster from Salesforce

Learn how to build proposals and other client-facing documents with Templafy\\\’s AI and automation tools.

Case stories

How Tietoevry manages AI prompts with Templafy

With Templafy’s AI Assistant, Tietoevry is able to democratize access to safe and compliant AI tools.

Case stories

How Adobe cut time spent on pitch decks by 72%

Hear from Jason Baer, Sr. Group Manager at Adobe, as he explains how Templafy’s proposal-generation tools help Adobe sales reps save an entire month of time each year.

Webinar & Events

The impact of on-brand content in the financial sector – and how to create it

Our webinar explores ways to align and enable entire workforces to create high-performing business content that’s always on-brand.

Webinar & Events

The battle for headspace | The future of automation at work

Co-founder Christian Lund leads a panel discussion on the importance of document automation within knowledge work.

Webinar & Events

Templafy Talks AI 2

During the webinar, we’ll show you the progress we have made with our text assistant (beta) and present Templafy’s AI vision.

Webinar & Events

The role of AI in document generation

Panel discussion on the future of document automation and AI—and how Templafy is providing the much-needed guardrails.

Webinar & Events

Enterprise AI for leaders | Microsoft x Templafy

Panel discussion on the immediate and potential impacts of GenAI on everyday working life.

About Templafy

Templafy: Before and after

Protect your brand reputation with Templafy.

Case stories

Maintaining sky-high brand standards at Pearlfisher

For a strategic branding agency, maintaining consistent communication is key. See how Templafy ensures everyone stays on track.

Case stories

Ramboll Customer Story

Webinar & Events

Democratizing access to AI with Tietoevry

How Tietoevry used Templafy’s GenAI tools to improve content production while minimizing risk.

Webinar & Events

Building smarter, embedded AI use cases | Microsoft x Templafy

How Microsoft and Templafy have joined forces to find new opportunities to embed GenAI across workflows.

Webinar & Events

Establishing brand consistency after global acquisitions with ERM

How ERM transitioned acquired brands into their portfolio to boost their overall brand reputation and impact.

Webinar & Events

The key to semi-automated workflows with BDO

Moving from renegade templates and a free-for-all structure to streamlined document workflows.

Webinar & Events

Mitigating the legal risks of new tech

Hear from Julian Bowers, Partner at Perkins Cole LLP, on the role of good policies and tools to ensure compliance is managed effectively.

Webinar & Events

Looking ahead: The role of AI in 2035

Hear from Rob McGillen, CIO at CBIZ, how AI will become invisible—and what that means for the future of work.

Product explainers

Brand-compliant GenAI with Templafy x Copilot

How Templafy and Copilot work together to create compliance workflows and use cases for AI in generating documents.

Product explainers

Using Copilot to automate document generation

How Templafy works with Microsoft 365 to turn Copilot into a tool for automation and AI-powered document creation.

Product explainers

Quickly generate new client decks in PowerPoint with Templafy

Learn how to quickly build RFPs, proposals, and other client presentations with Templafy’s PowerPoint tools.

Webinar & Events

Eliminating manual document work | Templafy Connect, London, 2024

How Templafy uses automation and GenAI to streamline document workflows and increase productivity.

Webinar & Events

Finding practical use cases for GenAI with hhpberlin

Exploring the role of AI within a global engineering group—and how to introduce it to a team to help improve workflows.

Webinar & Events

Introducing automated workflows with BDO

How the professional services group introduced Templafy to its workforce for maximum impact.

Webinar & Events

Brand risk and reputation management with Grosvenor

How the real estate group developed a cohesive brand identity to help reduce risk and boost their reputation.

Product explainers

Build new, context-aware email signatures

Learn how to build signatures for new emails, replies, and internal emails, with automatic checks for compliance.

Product explainers

Generate quotes automatically in Salesforce with Templafy

Learn how Templafy can help you pull data directly from Salesforce and automatically generate a new quote.

Product explainers

Improve the quality of the content in your Templafy library

Learn how to flag outdated content and request new assets from within your Templafy library.

About Templafy

Get to know Templafy and how it eliminates manual document work

Use managed AI and rules-based automation to quickly build compliant business documents.