Automated template management

Automated template management

Build better documents with dynamic templates


“Now, Sales create top-notch presentations that are perfectly in line with company standards within a fraction of the time.”

Patrick Bloem

Control the document chaos 
with automation

Streamline your document generation

Before

Ensuring document templates are up-to-date for everyone is challenging and time-consuming


After

Templates are managed centrally, so changes only need to be made once and are instantly released

Before

Scattered document creation and disconnected data negatively impact team productivity


After

All tools and assets, including AI generation, are managed from within your existing workflow

Before

Enforcing mandatory document classifications and the use of metadata is nearly impossible and requires manual oversight


After

Metadata insertion and classification happens automatically when each new document is created

Centralized content management

Rules-based automation + GenAI

Workflow integrations

Real-time updates

Maximum security

Enterprise GenAI

Reduce risk

Automatically insert the right logos, legal disclaimers, and metadata based on the user’s profile with dynamic base templates

automatic classification

Auto-fill metadata from SharePoint and DMS systems. Ensure accurate categorization at the point of creation.

enterprise ai

Establish a consistent tone of voice in AI-generated content. Manage personalized prompts for compliant, creative, and efficient document creation. 

“Templafy allows us to pull metadata into a single repository, which helps us control and report on it. We had complete blind spots with our old system, which are all resolved now.”

Graeme Bland

Graeme Bland