Resources

Resources

From AI insights to webinars and beyond, 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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Templafy Talks: The fast, simple steps to building document agents

Webinar

Templafy Talks: The fast, simple steps to building document agents

October 28, 2025  

This final webinar in our series shows you the complete process of building a document agent from setup to success. In this session, you’ll learn how to set up your first document agent step by step, and how to test and refine for optimal results.

Register here
How AI transforms document workflows in financial services

Guide & Whitepaper

How AI transforms document workflows in financial services

Oct 17, 2025   1 min read.

This whitepaper shows how AI-powered document automation can help your firm create accurate, compliant, and on-brand documents faster than ever before. 

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From chaos to control: why the future of document creation belongs to agents

NEWS

From chaos to control: why the future of document creation belongs to agents

Oct 15, 2025  

Christian Lund, Co-founder of AI-native company Templafy, explores how Agentic AI moves beyond the hype cycle to deliver measurable value at enterprise scale by embedding governance, compliance and brand control into every workflow.

Read the article
How automation can improve insurance policy management 

Blog

How automation can improve insurance policy management 

Oct 15, 2025   8 min read.

Explore the tools that are helping automate critical insurance workflows. We’ll look at what insurance policy management is, how software and automation simplify the policy lifecycle, and why forward-thinking insurers are investing in new solutions to automate the busywork. 

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Templafy’s agent for Copilot recognized by Satya Nadella, Chairman and CEO at Microsoft

news

Templafy’s agent for Copilot recognized by Satya Nadella, Chairman and CEO at Microsoft

Oct 12, 2025  

Templafy has been named alongside ServiceNow, Snowflake, Moveworks and LexisNexis, as an organization transforming the way work gets done. Templafy’s agents work within Microsoft 365 Copilot, enabling employees to generate on-brand and compliant documents and presentations. From building better proposals, engagement letters and reports with rules-based automation and AI to smarter editing to reach a final version, Templafy can support every stage of the document generation process.

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Blog

Marketing automation strategy: Control brand risk while you scale 

Oct 8, 2025   18 min read.

How to automate marketing without sacrificing brand control, quality, or compliance. This blog covers everything you need to build a marketing automation strategy that saves time, frees up your team for more strategic and creative work, and protects your brand. 

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High stakes corporate branding: Equity gained vs. credibility lost 

Blog

High stakes corporate branding: Equity gained vs. credibility lost 

Oct 7, 2025   10 min read.

Your brand is one of the most powerful assets that your company controls. But with that power also comes great risk. We’ll look at both sides of the equation: the equity gained when corporate branding is consistent and strategic, and the credibility lost when execution breaks down.

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Templafy mentioned in the 2025 Gartner® Structure Content (Unstructured Data) for AI and Knowledge Management Initiatives Report

Press Release

Templafy mentioned in the 2025 Gartner® Structure Content (Unstructured Data) for AI and Knowledge Management Initiatives Report

Sep 29, 2025   4 min read.

Templafy, the AI-powered document generation platform, has been named in the 2025 Gartner Structure Content (Unstructured Data) for AI and Knowledge Management Initiatives report as a representative example.

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Where GenAI ROI Hides: Unlocking Value in Overlooked Workflows with Christian Lund

News

Where GenAI ROI Hides: Unlocking Value in Overlooked Workflows with Christian Lund

Sep 24, 2025  

AI can’t transform businesses if organizations aren’t prepared to embrace it. Christian Lund, Co-Founder of Templafy, joins The AI Forecast to explore thoughtful AI deployment in an organization.

Listen to the podcast
The rise of intelligent automation in insurance 

Blog

The rise of intelligent automation in insurance 

Sep 18, 2025   9 min read.

We’ll look at how intelligent automation is changing the insurance industry right now, including practical use cases like fraud detection and underwriting, and look at the big trends and emerging technologies shaping the future.   

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Banking compliance automation: 6 tools with the strongest ROI

Blog

Banking compliance automation: 6 tools with the strongest ROI

Sep 9, 2025   13 min read.

This blog breaks down the key layers of a modern compliance tech stack. We’ll also look at why leading banks use document automation to deliver audit reports and business documents that are quicker to produce, consistently compliant, and on-brand. 

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