Agentic document generation for professional teams
AI makes everyone faster. Document Agents help your team perform
Build shared Document Agents that turn your firm’s knowledge, methodologies and best work into professional presentations, proposals and reports, no matter where the work begins.
Build and share document agents for every client stage
PowerPoint expertise built in
Build Document Agents that compile editable layouts, charts, graphs, tables, smart art and slide elements using your original templates.
The full document workflow
Let Document Agents handle document production from first draft to final review, dramatically reducing the time spent on every deliverable.
One agent across every workflow
Access the same Document Agents in ChatGPT, Claude, Copilot and directly inside PowerPoint.
Your best work, always available
Store trusted slides, assets and templates in Templafy libraries so agents reuse the latest approved content instead of starting from scratch.
Built-in professional assets for every document
3,000+ professional icons
Give Document Agents access to more than 3,000 icons to visualize concepts, processes, services and recommendations.
Expert-designed layouts
Agent build based on expert-designed layouts built around real consultancy use cases, from pitch decks to final recommendations.
Thousands of authentic images
Agents are connected to a library of UnSplash images and photography to create relevant visuals without relying on generic AI imagery.
50+ consultancy SmartArt designs
Turn complex thinking into clear frameworks, processes, comparisons and roadmaps using more than 50 professional SmartArt designs.
Explore our most popular use cases
Watch how teams handle everything from client pitch decks to auditing proposals in ChatGPT, Claude, and Copilot.
From RFP to bid in ChatGPT
Audit proposal from Claude
Audit proposal from Copilot
Search with document agents
Update data with document agents
Generate slides with document agents
Client pitch decks
Translate a proposal
Add a graph and adjust the slide
AI DOCUMENT AGENTS
Shared AI agents for every workflow
Create proposal, RFP, strategy, sales, HR, marketing, and reporting agents- Connect Agents across AI Assistants like Claude and ChatGPT
- Share agents across your entire workspace
- Reuse the same expertise instead of rebuilding it every time
- Improve one agent and everyone benefits immediately
GROUNDED IN COMPANY KNOWLEDGE
AI that knows your business
- Upload guides, presentations, playbooks, and documentation
- Ground responses in approved company knowledge
- Reduce manual editing and factual errors
- Keep everyone aligned on messaging and best practices
governance and brand
Keep every document on brand
- Create presentations using company-approved PowerPoint templates
- Share branding and Tone of Voice across the entire workspace
- Manage permissions for agents and knowledge
- Give every teammate the same trusted starting point
AGENTIC DOCUMENT EDITING AND REVIEW IN PPT
Turn “almost finished” into client-ready
- Find and add approved slides, assets and firm knowledge
- Update content, layouts, charts and visuals directly in PowerPoint
- Review every presentation for accuracy, consistency and branding
- Apply corrections while keeping every element native and editable
4m+ professionals trust Templafy
to improve their daily work
saved in one year
BDO Canada generated more than 120,000 documents with Templafy, returning valuable time to higher-value work.
hours saved annually
Everest Group created a trusted source for accurate, consistent business documents.
from four hours to 20 minutes
IComm accelerated proposal creation while improving its commercial performance.
FAQ
What are Document Agents for consulting and professional services teams?
Templafy Document Agents are AI agents purpose-built to create, edit, review and search professional client deliverables. They help consulting teams turn firm knowledge, methodologies and approved content into presentations, proposals and reports.
How can consultants use AI to create professional presentations?
Consultants can use Document Agents to turn briefs, research, data and source files into structured, client-ready PowerPoint presentations. The Agents help build outlines, create visual stories and compile native slides using the firm’s templates.
What consulting deliverables can Document Agents create?
You can automate any document you want. Most commonly Document Agents support client pitches, proposals, RFP responses, market analyses, kickoff decks, project updates, business cases, executive recommendations and final engagement reports.
Can Templafy create native PowerPoint presentations?
Yes. Templafy is the best AI tool to create presentations using native, editable PowerPoint elements, including text, layouts, charts, tables and SmartArt. Consultants can continue editing the presentation normally in PowerPoint.
Can Document Agents use our firm’s knowledge and templates?
Yes. Document Agents can use firm instructions, methodologies, source files, approved content and original PowerPoint templates. This helps every deliverable reflect the consultancy’s expertise, branding and standards.
Can Document Agents edit and review existing presentations?
Yes. Document Agents can update content, layouts, charts and visuals directly in PowerPoint. They can also review presentations for accuracy, consistency, branding and alignment with configured company knowledge.
Can Document Agents find and reuse our best work?
Document Agents can help consultants search approved slides, templates, credentials, assets and firm knowledge available through Templafy. This allows teams to reuse current, approved work instead of starting from scratch.
Does Templafy work with ChatGPT, Claude and Microsoft Copilot?
Yes. Templafy Document Agents can work through supported AI assistants, including ChatGPT, Claude and Microsoft Copilot, and directly inside PowerPoint. Consultants can start the work in their preferred tool and finish the deliverable with Templafy.
How is Templafy different from a general AI presentation generator?
General AI tools primarily generate slides from prompts. Templafy combines AI with firm knowledge, approved content, original templates, native PowerPoint compilation, editing, search and quality review to produce professional client deliverables.
How does Templafy help consulting firms scale their best work?
Consulting firms can turn proven methodologies, instructions and document workflows into shared Document Agents. These Agents give every consultant the same high-quality starting point while allowing the final analysis and recommendations to remain specific to each client.