Resources

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.  

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. 

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

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

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.

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. 

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

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.