Custom document creation
From prompt to client-ready work in seconds
From proposals to accurate financial reports, generate winning documents and presentations in seconds without leaving Microsoft 365.
Build your Custom Agents
Sales proposals
Follow your structure and approved messaging to generate client-ready proposals grounded in your company knowledge.
RFP responses
Draw from internal knowledge, previous work, and managed content to produce accurate, context-aware response.
Reports and audits
Transform complex information into structured, compliant documents that meet your organization’s standards.
Strategy and leadership decks
Apply your frameworks, positioning, and storytelling approach to build high-stakes presentations with the right narrative flow.
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.
AI DOCS, TEXT AND SLIDES
From rough idea to ready-to-share in seconds
With chat-based AI agents, creating your next document or presentation just got as simple as asking for it.
CONTEXT DRIVEN AI
No more AI nonsense or off-brand content
Custom Agents use your company’s approved AI models, internal knowledge, and brand rules, so every output follows your standards no matter who creates it.
CONTENT LIBRARY
All document assets, right where you need them
Access approved templates, slides, text snippets, visuals, links, external image libraries and AI prompts directly inside Microsoft 365. Updates instantly roll out across teams and regions.
Unlock your potential with Microsoft and Templafy
“Templafy has built a highly successful partnership with Microsoft. Their deep commitment to customer value, technology performance and innovation truly sets them apart in their market.”
Morten Kvist Thomsen
Executive Director Global Partner Solutions, Microsoft
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.
How Adobe harnesses the power of AI for sales teams
“With AI we are shifting from creators to evaluators and Templafy fits perfectly into that.”
Jason Baer
SR Group Manager, Digital Strategy Group, Adobe
PROFESSIONAL CONTENT WITH AI
Let AI handle your high-stakes deliverables
Generate proposals, RFP responses, QBRs, reports, and strategy decks with specialist agents built for those exact documents - Every document is generated using live company knowledge, so outputs start accurate, on-brand, and compliant
- Work inside Microsoft 365 with AI agents, editing tools, and your approved content library all in one place
FOR ADMINS
Trusted by IT. Loved by employees
- Create custom document agents for specific document types, teams, and workflows
- Connect internal knowledge with RAG, integrate custom models, and manage prompt libraries so AI outputs follow company standards
- Maintain visibility and control as AI adoption scales across the organization
Make your company’s knowledge scalable
Data and insights
Data on document generation to help keep your AI on track and your content fresh.
Simplified user management
Control user access levels and profiles through a centralized and intuitive admin center.
Centrally configured agents
Build custom agents using your preferred AI models, prompts, and organizational data from a single location.
Prompt libraries
Professional proposals in PowerPoint
NDA prompt
Engagement letter prompt
Quote generator prompt
Say goodbye to generic AI
Book a demo with our document experts to see how Context Agents scale the productivity power of AI across your organization, without the risk.
