GDPR COMPLIANCE AUTOMATION FOR ENTERPRISES
Keep AI-powered documents GDPR compliant at scale
Templafy automates GDPR compliance from inside Microsoft 365, ensuring every AI-generated document is not just fast, but also accurate and compliant from the very first draft.
Why leading enterprises trust Templafy for secure, compliant, AI-powered documents
When reputation is everything, global enterprises trust Templafy to meet the highest standards in data protection, compliance, and cloud security. Here’s how Templafy keeps documents and data protected at scale.
Read more about Templafy’s security-first approach to document generation.
Why do enterprises need GDPR compliance automation?
When personal data flows through thousands of business documents every day, even small oversights can expose organizations to serious regulatory and reputational risk.
Manual compliance processes create constant vulnerability. They slow teams down, increase human error, and make it nearly impossible to stay ahead of changing regulations.
The problem with manual GDPR compliance
- Human error: Outdated templates, missing disclaimers, or incorrect personal data can lead to non-compliance.
- Inconsistent policy application: Different teams apply privacy standards differently across regions and document types.
- Slow updates: New regulations take weeks to cascade through templates and processes, leaving gaps in compliance.
- Resource-heavy reviews: Legal and compliance teams spend hundreds of hours on manual checks and approvals.
- Limited audit visibility: Tracking compliance manually makes it difficult to prove regulatory readiness.
- Scaling issues: As document volumes grow, manual systems can’t keep pace with complexity or demand.
Keep every AI-generated document compliant and accurate
Templafy combines the creative power of AI with enterprise-grade compliance controls, so all AI-generated documents follow compliance requirements automatically.
Compliance features
- Centralized template management: Maintain a single source of truth for all approved templates and content to ensure accuracy and consistency across every document.
- Role-based access control (RBAC): Manage who can access specific templates or assets based on department, role, or location to maintain security and compliance.
- Automated compliance insertion: Automatically apply required disclaimers, legal clauses, and regulatory language to every document at creation.
- Built-in audit trails and version control: Log every edit and update to create a complete document history for transparency and regulatory review.
- Real-time template updates: Push content or policy updates instantly across the entire organization to keep all documents current.
- Data integrations: Connect securely to systems like ERP, CRM, and compliance platforms to ensure documents use accurate, approved information.
- Content governance controls: Ensure only approved, compliant, and up-to-date content can be accessed and used within Microsoft 365 applications.
- Document validation: Detect off-brand or non-compliant elements automatically and guide users with correction suggestions in real time.
How Templafy solves GDPR risks across departments
| Team | GDPR risk | How Templafy solves it |
|---|---|---|
| Sales | Proposals and client documents can expose sensitive data if personal information is added or shared incorrectly. | Sales teams use Templafy to generate proposals from approved templates that pull the right client data automatically from connected CRM systems, ensuring accurate information and compliant privacy languages every time. |
| HR | Employee contracts and records can expose personal data if they’re poorly classified or stored. | Templafy helps HR teams create documents from centrally approved templates with automated metadata tagging and secure, governed document workflows across Microsoft 365. |
| Finance | Financial documents may contain personal or sensitive data without proper audit trails or version control. | Finance teams rely on Templafy’s automated metadata and template governance to maintain consistent formatting, accurate data, and keep documents audit-ready. |
| Legal | Contracts containing personal data are difficult to manage and track across multiple jurisdictions. | With standardized templates and pre-approved legal clauses in Templafy, legal teams can draft and manage compliant contracts more efficiently while maintaining a clear version history. |
| Marketing | Customer materials may miss consent language or use outdated privacy statements. | Templafy helps marketing teams keep all content aligned with brand and regulatory requirements by managing approved templates and up-to-date privacy text centrally. |
Enterprise-wide benefits for compliance, brand, and efficiency
GDPR compliance is just the beginning. Here’s how Templafy drives measurable impact across the business.
Reduce risk and stay compliant
Templafy embeds policy controls, legal language, and governance rules into every document, so teams stay aligned with internal and external standards.
Deliver quality at scale
Centralized templates and automated validation ensure all communications are accurate, professional, and compliant, no matter the department or region.
Strengthen your brand
Every document applies approved visuals, messaging, and data automatically. That consistency protects your reputation while improving efficiency.
Streamline governance
With role-based access and centralized management, compliance teams maintain visibility and control without slowing down operations.
Save time with automation
Templafy removes repetitive tasks and manual checks. Customers report 92% faster proposal creation.
Stay audit-ready
Version history, document lineage, and compliance tracking make it easy to demonstrate regulatory adherence whenever it’s needed.
With Templafy
AI that’s built for enterprises
In regulated environments, AI isn’t just about speed—it’s about delivering results that meet enterprise standards for accuracy, compliance, and security.
Templafy’s AI features are designed for organizations where every document carries regulatory and reputational risk.
Create compliant documents with document agents
Generate complete documents from a simple prompt
Type what you need, and document agents do the rest. They build reports, contracts, or presentations in Microsoft 365 using approved templates, data, and legal language.
Built-in compliance from the start
Every document starts with the right content, data, and disclaimers. No unauthorized language, no missing disclaimers, no compliance gaps.
Secure system integration
Document agents connect to approved systems, keeping data accurate and protected at every step.
Perfect your content with Templafy’s AI Assistant
Refine content while maintaining compliance
Improve, summarize, or expand text directly in Word, PowerPoint, and Excel— all while keeping your brand voice, accuracy, and compliance intact.
Enterprise model control
Choose from multiple AI providers within Templafy’s governed framework to maintain complete control over data processing and compliance standards.
Create reusable compliance prompts
Build prompt libraries for legal, compliance, or privacy teams so every AI-generated document meets organizational standards.
How 3 enterprises achieve better document outcomes at scale
“Templafy has far exceeded our expectations, enabling us to drive brand consistency and communications efforts with ease.”
Micah Davis, Chief Marketing Officer, Live Oak Bank
“Employees can now quickly compile high-quality communication materials that adhere to the latest brand guidelines, resulting in better and faster presentations.”
Chloé Lehembre, Public Relations Manager, Cofidis Retail
“Since implementation, we’ve had a 100% adoption rate and it’s used daily across our workforce.”
Petra Cisneros, Mergers & Acquisitions Associate, Aquin
Additional resources
How AI transforms document workflows in financial services
Discover how AI transforms financial document workflows by boosting compliance, speed, and accuracy.
Enterprise compliance automation
Learn how organizations implement compliance standards across international operations.
Ready to automate compliance at scale?
There’s a reason why 4 million users across 800 enterprises trust Templafy to keep every document compliant, accurate, and on-brand.
Templafy eliminates manual compliance steps from workflows and builds it into how work gets done, automatically.
The best way to see document-level compliance automation in action is to book a demo with one of our experts.
Frequently asked questions
What makes Templafy’s compliance automation different from other tools?
Templafy automates compliance within the documents where data is actually used. Required statements, legal language, and classifications are applied automatically as teams create contracts, reports, and communications.
How does Templafy handle AI-generated content for compliance?
Templafy’s AI features run within enterprise governance frameworks. Every output follows your organization’s policies, using only approved content and secure data sources.
Can Templafy automate compliance across multiple regulations simultaneously?
Yes. The platform applies appropriate requirements based on document type, user location, and business unit automatically.
How quickly can we implement compliance automation with Templafy?
Enterprise teams typically see immediate compliance improvements within weeks. Since Templafy works within existing Microsoft 365 environments, technical setup is minimal. Complete automation with custom templates typically takes 4-8 weeks.
What security certifications does Templafy maintain?
Templafy maintains SOC 2, SOC 3, ISO 27001:2022, and other compliance certifications. All infrastructure runs on Microsoft Azure with data residency controls and security measures that support regulatory requirements.
Does Templafy require training for our teams?
No additional training is required beyond basic Microsoft 365 proficiency. Templafy embeds compliance directly into Word, PowerPoint, and Outlook, making compliance automatic while teams work normally.
How does document metadata and classification work with Templafy?
Templafy automatically applies correct data classifications and metadata to every document at creation, ensuring proper categorization and handling according to compliance requirements without manual intervention.
What audit capabilities does Templafy provide for compliance teams?
Role-based access controls, encryption, and audit logs ensure only the right people can access or edit financial documents. Every change is tracked, making it simple to stay compliant and secure during audits.