1. Start with business goals

AI isn’t the goal—your business outcomes are. Start by asking: What are we trying to achieve? Faster, higher-quality document creation? Reduced manual rework? Stronger brand and legal compliance across teams and regions? Then build your AI plans around those goals, not the other way around. 

2. Fix your data  

AI needs clean, structured, accessible data to deliver anything useful. If your systems are full of gaps or inconsistencies, the outputs will be low-quality and unreliable.  

Before you start, take stock of the data your AI will depend on. That means auditing CRM fields, product info, SharePoint content, and internal knowledge bases. Standardize what you can, clean up what you need to, and make sure it’s accessible to the right people and tools. 

3. Avoid fragmentation from the start

Scattered pilots might feel productive, but they often create duplicated efforts, inconsistent results, and tools that don’t talk to each other. 

Instead, define shared content and compliance standards, set up cross-team collaboration, and choose solutions that plug into your existing workflows. That way, you avoid fragmentation and build something sustainable. 

4. Invest in your people  

The best AI in the world won’t deliver if people don’t know how to use it. Writing great prompts, interpreting outputs, and applying critical thinking—that’s human work. 

Help every team understand where AI fits into their day-to-day and how to use it with confidence. 

5. Lead with governance

Governance is your AI safety net. It’s how you define ownership, set rules, and build transparency into every use case. It’s what keeps AI ethical, secure, and aligned with your business values. 

That includes: 

• Assigning ownership and accountability for AI use cases 
• Controlling access to prompts, models, and training data 
• Tracking how AI is used, by whom, and where 
• Keeping records of data sources and logic behind generated content 
• Protecting sensitive information through enterprise-grade security frameworks (e.g. SOC 2, ISO 27001) 
• Considering sustainability and compute impact (e.g. energy use, model choice, ISO 14001 alignment) 

6. Embed AI into everyday workflows

When AI is embedded into familiar workflows, it’s smoother to adopt, easier to govern, and more likely to deliver real value. 

Choose tools that: 

• Integrate directly with everyday apps like Microsoft Office and SharePoint 
• Require minimal training and are intuitive to use 
• Support everyday tasks like formatting, data retrieval, and document assembly 
• Deliver value immediately—without disrupting the way people work 

7. Choose tools that scale and adapt 

AI is constantly evolving, and your tech should be too. As new use cases emerge and regulatory requirements shift, you need tools that can flex without forcing you to start over. 

Look for: 

• Modular architecture that supports expansion 
• Enterprise-grade security and permission controls 
• Configurable features that work across global and local teams  

Eliminate fragmentation with centralized control 

Too many companies waste time managing scattered templates, content, and tools. Templafy brings it all into one place—so everyone’s working from the same source of truth. 

Fast documents, without cutting corners 

Templafy blends rule-based automation with GenAI to help teams create documents in a fraction of the time, without losing quality, accuracy, or brand consistency.  

Compliance and control, built for enterprises 

Security, brand integrity, and compliance aren’t bolted on—they’re built in. With enterprise-grade frameworks like SOC 2, SOC 3 and ISO 27001, Templafy keeps sensitive content protected and every document audit-ready. 

Let document agents do it for you—our latest AI innovation 

Templafy’s new document agents take document generation even further. They’re powered by conversational AI, so a simple chat interface guides you through the creation process. That means there’s no need for additional training or prompting expertise. 

Just ask for what you need and document agents do the heavy lifting. They pull the right content into place and apply brand and compliance rules automatically—all from inside the tools your teams already use, like Word, PowerPoint, and SharePoint. 

Think of them as smart assistants for your documents. They help teams create client-ready content that’s fast, accurate, and always on-brand. 

Seamless integration with Copilot 

If your organization uses Copilot, Templafy offers effortless integration. You can choose to: 

Option 1: 
Build your documents with Copilot—Templafy ensures brand and compliance by applying the correct template, tone of voice, and brand assets through the Microsoft Graph connector. 

Option 2: 
Build your documents with Templafy. Copilot provides the starting point from Teams, Word, or PowerPoint, and Templafy’s document agents take over to generate the document using admin-controlled templates. 

Proven at enterprise scale

There’s a reason we’re trusted by KPMG, BDO, and iComm, and four million users worldwide. 

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

“Templafy has completely changed how we create documents. Everything’s faster, easier, and always on-brand.” – BDO Canada