Introducing document agents by Templafy
Templafy’s new document agents are transforming how teams create business documents. Simply describe what you need, and the agent takes care of the rest—pulling from approved content and applying your brand and compliance rules automatically.
Whether you’re drafting a proposal, editing slides, or creating a report, document agents work intelligently behind the scenes to help you work faster within Microsoft 365, Salesforce, and other tools you use every day.
We’re launching document agents through an exclusive private preview program to give early users immediate value and the chance to shape its development.
Why join the private preview program
As an early participant, you’ll get:
Access to document agents before general release - Faster document creation, with first drafts ready in minutes
- Built-in controls to ensure brand consistency, tone, and compliance
- Flexible setup, using your templates, content libraries, or internal AI models
- Immediate functionality for real business needs like proposals, reports, slide edits and more
Ready to get started?
Sign up for the private preview program today and be among the first to try document agents. Submit the form on this page to join.