Advanced Document Creation
Automate critical documents with AI agents
Raise the bar for documents. Combine rules-based automation with AI for high-quality, compliant business docs at scale.
Design your Advanced Agent
Contract agent
Build NDAs, engagement letters, and other documents that require extra attention to detail.
Batch agent
Generate large quantities of documents in seconds with 100% accuracy.
Connector agent
Use an agent to collaborate with other agents in Copilot studio, Gemini, or Glean to build custom workflows.
Custom document agent
Your own AI assistant, accessible via chat to help with custom jobs.
AI with guardrails. Enterprise-grade security
Your data stays secure and your outputs stay consistent. We give you the enterprise controls you need without slowing down your team.
NATURAL LANGUAGE WORKFLOW
Create documents through conversation
Users can find existing content, create something new, or refine drafts by chatting with an AI agent. The agent handles the technical details while your team stays focused on their work.
END-TO-END AUTOMATION
Pull data from your trusted sources
Link your AI models, CRM, ERP, or other platforms to create workflows that pull accurate data automatically. Every document starts with the right information.
DOC GEN API
Automate your existing workflows
Generate documents directly within the everyday apps your team already uses with our flexible API. Support both attended (user-initiated) and unattended (fully automated bulk generation) workflows.
How BDO maintains a unified brand worldwide
“Last year, we generated over 120,000 documents through Templafy, saving us about $1.65 million.”
Brion Hendry
Partner and Assurance Innovation Leader
$1.65m
saved on document creation in one year
Analysts are acknowledging our AI capabilities
We’re proud to share Templafy’s inclusion in a recent Gartner® report on AI in document management, recognizing us within the context of AI-driven document generation.
*The Total Economic Impact™ of Templafy study conducted by Forrester Consulting
Forrester study finds that organizations with 10,000 users see a 1239% ROI after implementing Templafy.
30%
faster business document creation
95%
of IT’s involvement is eliminated once Templafy is deployed
AI THAT IS ALMOST INVISBLE
Less prompting, more impact
Create a full PowerPoint deck with just one prompt - Chat with multiple agents to get the job done fast
- Fully embedded in the tools you use, like Word, PowerPoint, and more
ENTERPRISE CONTROL, CUSTOM QUALITY
100% document completion across use cases
- Scale automation across teams and document type
- Advanced integration with your LLMs, RAG, and other databases
- Automate bulk document creation
AI impact you can measure across the whole enterprise
Agent-driven automation
Admins control AI agents that create documents instantly. No complex template setups required.
Branded outputs
Agents pull from your organizational knowledge to maintain brand and meet compliance standards automatically.
Build on what you have
Connect your preferred AI models and RAG to get even more value from your existing AI investments.
Eliminate manual document work
Open access to our prompt library
Check out these top-performing AI prompts to help your team get inspired and get started.
Document Agents and Copilot Studio
You can now use Templafy’s document generation capabilities right inside Microsoft Power Automate and Copilot Studio with minimal setup.
Document Agents and Gemini
You can now use Templafy’s document generation capabilities right inside Microsoft Power Automate and Copilot Studio with minimal setup.
Professional proposals in PowerPoint
Say goodbye to generic AI
Book a demo with our document experts to explore secure, on-brand AI document creation at scale.
