We’ve all used AI enough to know it can get you to a decent first draft in a few seconds. It feels like a time‑saver at first, but turning that draft into something accurate, on‑brand, and safe to send still takes hours of manual work—so the real ROI never shows up.

The problem isn’t speed, it’s trust. Generic tools aren’t connected to your brand standards, legal rules, or internal best practice, so teams fall back on the same old tasks: copy‑pasting from previous decks, hunting through systems for the right slides, and looping more stakeholders into long review cycles.

To really remove that manual work, you need AI that’s grounded in your own content, knowledge, and data. Custom Agents connect AI to your document tech stack, so presentations are built from approved templates, accurate business data, and the storylines and messaging your organization already trusts.

As Barbora puts it:

“Generic AI can absolutely help with speed, but it doesn’t remove the work if it isn’t grounded in your reality. You’re still copy‑pasting, still fixing slides, still chasing people for the right content. The real change happens when the agent already knows your templates, your data, and your story, so the first draft looks like something your best people would build.” 

Barbora Hodorová,

Senior Product Manager, Templafy

No two presentations have the same needs.

A proposal, RFP, QBR, or leadership update might all live in PowerPoint, but each has its own best-practice structure, story, and layout. Plus, specific governance requirements like brand compliance, legal and regulatory language, and approval workflows.

Custom Agents are specialized AI assistants trained on specific document types. They pull from company data to keep the repeatable parts accurate (core sections, layouts, standard clauses, required disclosures) and use AI for the parts that should be tailored (messages, examples, case studies, and story), so teams don’t have to choose between control and customization.

The result is a first draft that looks like something your best people would build. It’s consistent where it must be and personalized where it should be.

“The majority of work happens in what we call “bespoke documents”. They follow a familiar structure, but every client, every deal, every market adds its own context, which is exactly where AI, guided by the right rules and content, can make the biggest difference.” 

Barbora Hodorová,

Senior Product Manager, Templafy

To the user, creating a presentation with Custom Agents is as simple as asking for it. They open PowerPoint or their favorite AI tool, describe what they need, and get back a complete, on‑brand, accurate presentation tailored to the client or situation.

Behind the scenes, the agent pulls the right building blocks from across your organization and assembles them into a single workflow. That’s what makes outputs trustworthy: every presentation is generated against the same standards your business already uses to control quality, accuracy, and risk.

As Barbora explains:

“The more context you feed AI, the more accurate, the more relevant, and the more complete output you get. That context comes from your content, your organizational knowledge, and your business data. We use AI for what it is really good at, the inference and contextualization, but when it comes to data, we do not want AI to mess with that. We want it to come into the document exactly as it is.” 

Barbora Hodorová,

Senior Product Manager, Templafy

These are the three pillars Custom Agents pull from to build a presentation.

The agent is doing what your best people already do today: bringing the right content, knowledge, and data together in one place, just without the manual work.

• Content: templates, layouts, brand assets, visuals, and pre-approved slides. The agent assembles decks from this library, so every presentation starts structurally correct and on-brand, without designers or brand teams having to fix it later.
• Knowledge: product messaging, company information, customer notes, and internal documents. This lets the agent talk about your offering and the client’s situation in a way that reflects your voice and your best practice, not a generic internet summary.
• Data: pricing, account details, product fields, classifications, and other records from systems like Salesforce or ERP. These are pulled directly from systems of record, so the numbers and names that matter most are accurate by design.

Together, these three pillars let teams produce high‑value presentations much faster, with far less fixing later, and a much higher level of trust in what goes out the door.

“Configuring an agent” sounds bigger than it really is. Barbora’s advice is simple: start with one document that matters, then build from what already exists.

That means pulling together your best example decks, agreeing on the sections that should always be there, identifying where the right knowledge lives, and deciding which data fields must always come directly from source systems. In Barbora’s words, “all the things that make a custom agent great already exist in your organization.” 

There is usually a natural owner for that document, often someone in sales, customer success, HR, or another team that uses it regularly. They help define what good looks like and what absolutely cannot be left to chance.

“The more context you feed AI, the higher the completion, but it doesn’t mean that you have to have a higher completion from day one. You can start lower and always iterate.” 

Barbora Hodorová,

Senior Product Manager, Templafy

As exciting as Custom Agents may be, you don’t need to try to “agentize” everything at once.

As John and Barbora say, the best place to start is one high‑value presentation that teams create often and still spend too much time pulling together — typically a proposal, QBR, or renewal deck.

You already know what “good” looks like for that document, and the details really matter, so it’s an ideal place for a Custom Agent to prove its value. You’re not starting from scratch; you’re turning an existing best‑practice workflow into something more repeatable, scalable, and faster to produce.

You can still catch the full webinar recording. It’s a deeper dive into Custom Agents with a lot of practical detail we couldn’t quite squeeze into this recap.

You’ll get:

• Live demos of Custom Agents building real PowerPoints
• A clear comparison between Universal Agents and Custom Agents in Templafy
• Concrete guidance on which document workflows to “agentize” first
• A breakdown of where you need AI, and where templates or rules-based automation are still the better fit
• An extended customer Q&A session with real use cases and questions

Watch the webinar