AI document automation takes the manual work out of creating business documents. Instead of starting from scratch, intelligent tools generate content, fill templates with the right data, apply brand standards, and streamline approvals, automatically. 

Here’s how teams are using AI-powered automation like Templafy to create faster, more accurate, and compliant documents at scale.

1. Sales: Deliver high‑quality sales documents faster 

Sales teams run on tight deadlines and high stakes. Whether responding to an RFP, creating a pitch deck, or sending a follow-up summary, the ability to produce client-ready content quickly can directly impact deal outcomes. 

AI document automation speeds up the process by eliminating manual steps like copy-pasting content, hunting for brand assets, or formatting presentations. It helps sales teams produce professional, compliant materials in a fraction of the time. 

Common enterprise use cases: 

• Create tailored proposals using dynamic templates 
• Build branded pitch decks based on product, region, or industry 
• Draft follow-up emails and executive summaries 
• Automatically insert up-to-date legal language into contracts 
• Personalize customer-facing content while enforcing brand rules 
• Route documents through automated approval flows 

“Templafy has helped us reduce our proposal creation from 4 hours down to 20 minutes and delivered a 14% increase in win rates. Before, our team built everything manually. Now they spend that time in front of clients instead of behind a screen.” 
— Justin O’Meara, Unified Communications Consultant, IComm 

IComm results with Templafy:

• Reduced proposal creation time from 4 hours to 20 minutes 
• Increased proposal win rates from 66% to over 75% 

Read the full case study

2. Marketing and brand: Scale content creation while staying on-brand

When content is created across multiple regions and roles, brand consistency takes a hit. Marketing teams are responsible for making sure that every document, whether internal or external, reflects the brand accurately and professionally. 

AI document automation works by embedding  brand guidelines, approved messaging, and visual assets into every document workflow. That way, teams across the business can self-serve content while staying within brand guardrails.  

Common enterprise use cases: 

• Automate marketing documents, like pitch decks, market research, competitive battlecards, and monthly status repots 
• Enforce brand guidelines, tone of voice, and legal disclaimers 
• Distribute global and local content variations with consistency 
• Maintain a single source of truth for logos, images, and messaging  

“Without Templafy, there’s no way we could have rolled out our new brand to over 8,000 employees. Now everyone—from consultants to marketers—is using the right templates and assets without needing training or constant reminders. It’s helped us unify our brand quickly and effectively.” 
— Sarah Middleton, Marketing Director, Brand Integration, ERM  

ERM results with Templafy:

• Successfully rolled out a full rebrand to 8,000+ employees 
• Enabled global brand consistency without extra oversight 
• Reduced marketing support requests for brand assets and templates  

Read the full case study

3. IT & InfoSec: Reduce manual work and maintain control 

IT and security teams are responsible for managing document infrastructure—everything from template access to compliance enforcement. Without automation, these processes are slow, manual, and difficult to scale. 

AI document automation reduces the operational burden by allowing IT to centrally manage templates, permissions, and compliance rules. It gives end users more autonomy while ensuring content stays secure, consistent, and up to standard.  

Common enterprise use cases: 

• Centralize template access and update distribution 
• Automate user permissions based on roles and regions 
• Enforce brand, legal, and data policies in document workflows 
• Minimize support requests for formatting and template fixes 
• Ensure compliance through audit trails and controlled access   

“Templafy’s AI Assistant brings automation directly into the tools our people use daily—like Word and PowerPoint. It’s removed the pressure on IT to support one-off requests, while giving us peace of mind that content is compliant and up to date.” 
— Kaisa Nummela, Portfolio Owner, Digital Channels, Tietoevry 

Tietoevry results with Templafy:

• Created over 100,000 documents in 6 months 
• Saved over 4,000 hours in document creation per month 
• Reduced IT involvement in daily content support  

Read the full case study

4. Finance & accounting: Speed up critical documents while ensuring accuracy 

Finance teams generate high-stakes documents that need to be precise, consistent, and timely, whether it’s an audit report, tax form, or financial statement. Manual processes leave room for errors and take up time that could be better spent on strategic tasks. 

AI document automation improves accuracy, speeds up repetitive work, and ensures compliance. By embedding business logic into templates and connecting to the right data sources, AI-powered tools can streamline document creation while reducing risk. 

Common enterprise use cases: 

• Generate audit reports and engagement letters using standardized templates 
• Auto-fill financial documents using integrated data sources 
• Create consistent internal reports, forecasts, and statements 
• Automate recurring client communications with up-to-date content 
• Apply compliance logic across documents to meet legal requirements   

“We generated more than 120,000 documents through Templafy last year and saved around $1.65 million. We don’t need to worry about inconsistent formatting or out‑of‑date content—everything’s automated and managed centrally.” 
— Brion Hendry, Partner and Assurance Innovation Leader, BDO Canada 

BDO Canada results with Templafy:

• Generated over 120,000 documents in one year 
• Achieved $1.65 million in cost savings 
• Reduced 24 engagement letter templates down to 4 

Read the full case study

5. Professional services: Deliver polished documents at scale 

For consultants, lawyers, and insurers, documents aren’t just internal tools they’re key deliverables.  Engagement letters, proposals, contracts, and client reports all need to be accurate, tailored, and on-brand. 

AI document automation enables professional services teams to assemble documents faster, without sacrificing quality. It removes the bottlenecks that slow down delivery and ensures that everything meets brand, legal, and compliance requirements. 

Common enterprise use cases: 

• Generate proposals and pitch decks from modular, pre-approved content 
• Assemble contracts and engagement letters based on client data 
• Automate client deliverables like reports, evaluations, and case summaries 
• Control use of clauses, disclaimers, and structure across service lines 
• Allow teams to self-serve while maintaining quality and compliance standards    

“Templafy ensures our professionals always have access to the right document, at the right time. Instead of reformatting reports or searching for the latest template, they’re focusing on delivering value to clients.” 
— Petra Cisneros, Mergers & Acquisitions Associate, Aquin 

Aquin results with Templafy:

• Gave consultants quick access to the latest templates and data 
• Enabled faster, more consistent reporting 
• Helped professionals focus on client value, not formatting 

Read the full case study

There’s no shortage of AI tools promising speed. But speed without control just getting you more mistakes, faster. 

And that’s exactly what many businesses are facing: 

• 42% say AI tools produce low-quality results 
• 38% struggle with adoption and usability    

For businesses that rely on reputation, speed alone isn’t enough. Every document needs to be compliant, on-brand, and built to convert. 

Templafy is the AI-powered document generation platform trusted by enterprise teams to create high-stakes content fast—without sacrificing accuracy, consistency, or brand control. 

Best of all, it works right inside Word, PowerPoint, SharePoint, and Outlook, so there’s no new tools to learn or adopt.  

Here’s how it works: 

• Centralized control 
  No more scattered templates or off-brand slides. Templafy connects every employee to a single source of truth, so proposals, pitch decks, and follow-ups stay consistent and compliant. 
• Speed without shortcuts 
  By combining rule-based automation with GenAI, Templafy helps teams produce polished, professional documents in minutes, without sacrificing accuracy or brand consistency. 
• Built-in compliance 
  With SOC 2, SOC 3, and ISO 27001 certifications, every document is audit-ready. Reps can personalize content without risking legal, regulatory, or brand missteps. 
• AI-powered document agents 
  Templafy’s document agents create fully branded, accurate, and compliant documents, all from inside Microsoft 365. Just describe what you need in a chat interface, and document agents handle the rest: selecting the right template, applying brand rules, and formatting automatically.

The impact: 

• 92% faster proposal cycles 
• 30% fewer document errors 
• 3–4 hours saved per employee, per week 

Read our customer case studies