How to achieve better quality, compliance, and brand consistency with AI-powered document automation.

In this article, we’ll look at the companies leading the AI agent charge. We’ll also break down what to look for when choosing a platform that fits your needs, ensuring your agents deliver real results.

In this blog, you’ll discover everything you need to know about Microsoft’s AI agents to get the biggest ROI from your Copilot investment. Plus, learn how Templafy’s document agents take it further—connecting your entire document ecosystem and automating brand, compliance, and content creation directly inside Microsoft 365.

Sales may be one of the oldest professions—but modern selling is anything but old-fashioned. Whether you’re chasing better leads or creating client-ready proposals without the back-and-forth, this blog breaks down how to choose AI tools that scale with your workflow and deliver results you can actually measure. 

AI-first? Let’s get the strategy right first. This blog breaks down exactly how to do that—and why document automation is the best place to begin if you want enterprise-wide impact that you can actually measure.

Insights from Allie K. Miller’s keynote, Transforming workflows with AI, at Templafy Connect.

Get on the same page before the work begins. In this article, we’ll explain how to write one that covers all bases—and how to use AI and doc gen to do it faster and with less risk. 

No team needs AI’s time-saving powers more than corporate finance. So how do you make AI work for finance without the pitfalls? Whether you’re a CFO future-proofing your team or a consultant looking to speed up workflows, this article will cut through the noise and show you what really works.

Explore how AI is revolutionizing auditing, improving efficiency, accuracy, and compliance. Learn about its impact, benefits, and key frameworks.

Discover how AI automates financial reporting. Reduce errors, enhance compliance, and save time with AI-driven reporting solutions.