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Explore our content to stay informed about the future of work. Find the latest news, opinions, and
articles covering what’s happening in tech and at Templafy


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How AI agents are transforming document work: An interview with Templafy’s CPO 

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How AI agents are transforming document work: An interview with Templafy’s CPO 

Aug 6, 2025   8 min read.

Behind every great presentation or proposal is usually a team of experts. In this interview, we sat down with Oskar Konstantyner, our Chief Product Officer, to talk about what agents actually do, what inspired this new approach, and how they’re helping organizations scale their expertise to everyone who creates documents. 

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What is proposal automation? A complete intro for sales teams 

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What is proposal automation? A complete intro for sales teams 

Sep 2, 2025   10 min read.

How to win more deals by choosing the right automation software. We’ll cover what proposal automation is and how it can benefit your teams, as well as explore some of the most common use cases to help choose the right solution for your enterprise.  

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Protect your brand and budget with digital asset management (DAM)

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Protect your brand and budget with digital asset management (DAM)

Sep 2, 2025   14 min read.

Companies are increasingly adopting digital asset management solutions that ensure assets are organized and accessible to employees across the organization. Learn what a DAM system is, why it’s important for managing a company, and how it can be implemented into your organization.

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Mortgage document automation, explained 

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Mortgage document automation, explained 

Aug 15, 2025   10 min read.

We’ll explore how automation works across the lending lifecycle and how AI-powered tools like Templafy help lenders move faster, reduce errors, and stay fully compliant. Whether you’re modernizing legacy systems or establishing new workflows, automation is the key for a smarter, more scalable way to work.  

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Win more deals in less time with document automation for sales 

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Win more deals in less time with document automation for sales 

Aug 15, 2025   13 min read.

How to speed up sales documents without losing control of brand, quality, or compliance. If you’re ready to cut admin, speed up workflows, and close more deals, here’s what to look for in a sales document automation platform. 

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How top accounting firms are saving time with document automation

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How top accounting firms are saving time with document automation

Aug 15, 2025   13 min read.

Stop wasting time on document creation. Learn how to reduce errors and improve compliance.

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Document automation for law firms and legal teams 

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Document automation for law firms and legal teams 

Aug 15, 2025   12 min read.

How top lawyers are working faster, reducing risk, and staying compliant with smarter workflows.

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What is professional services automation (PSA)? Tools, use cases, and benefits

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What is professional services automation (PSA)? Tools, use cases, and benefits

Aug 15, 2025   9 min read.

Professional services automation (PSA) brings the entire client delivery lifecycle into one place. It helps your teams produce better quality work, faster, leaving more time for the work that drives your business forward. Read on to discover how to choose the right PSA tool for your organization.

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HR document automation: Tools, use cases, and how to get started

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HR document automation: Tools, use cases, and how to get started

Aug 5, 2025   9 min read.

Explore how HR teams use document automation to simplify onboarding, maintain compliance, and reduce admin load with modern workflows.

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Control document chaos at scale with document metadata

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Control document chaos at scale with document metadata

Aug 5, 2025   8 min read.

In this blog, we’ll explain what document metadata is, why it’s so important for modern businesses, and how to make the most of it.

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Business enablement explained: Strategies, tools, and KPIs

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Business enablement explained: Strategies, tools, and KPIs

Aug 1, 2025   11 min read.

Business enablement is about creating connected, tech-powered workflows that give your teams the tools and resources they need to do their best work. Discover how to implement a business enablement strategy that delivers tangible ROI, starting with the most crucial task in your organization: document automation.

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