Templafy unveils document agents at Microsoft’s AI Tour
Templafy’s document agents generate on-brand, compliant business documents, fast—right inside Microsoft 365
If you want AI to deliver real ROI, start where work piles up: documents.
AI can speed up document creation, but for enterprises, speed alone isn’t enough. The real challenge is producing business documents quickly while maintaining accuracy, compliance, and brand consistency.
That’s exactly why we built Templafy’s document agents.
These AI-powered assistants work directly inside Microsoft 365 and integrate seamlessly with Microsoft Copilot. With just a few lines of input, they generate complete business documents—automatically applying your organization’s brand voice, formatting standards, and compliance rules.
At Microsoft’s AI Tour, Templafy Co-founder Christian Lund and VP Jean-Marc Chanoine joined Microsoft’s GM and VP of PowerPoint, Shawn Villaron, to show exactly how these agents work in practice.
From pitch decks to proposals, the live demo showed how fast and accurate enterprise documents can be when AI agents are doing the heavy lifting.
Watch the full webinar to see document agents in action—complete with real use cases and a live demo.
“Templafy has built one of the best agent implementations we’ve seen—a great model for how third-party innovation can extend the Microsoft ecosystem. When we spoke to enterprises about content management, we kept hearing the same name: Templafy. With their solution, Copilot becomes the interface, and agents do the work on your behalf”.
Shawn Villaron
GM and VP of PowerPoint, Microsoft
How Templafy’s document agents work
While most AI tools stop at raw content generation, Templafy’s document agents handle the entire document process—from the first prompt to the final, ready-to-use output.
All it takes is a simple prompt. With just a few lines of natural language, users can kick off workflows that generate a first draft in seconds. Behind the scenes, Templafy’s document agents pull the right templates, bring in real-time data, and apply your company’s formatting, tone, and compliance standards, automatically.
“For years, automation chipped away at document work, but it always came with complexity. With AI agents, we’re finally at a point where the work—finding templates, pulling data, formatting content—can be done intelligently, and at scale. It’s not just about speed anymore. It’s about combining speed with accuracy, brand control, and business value. That’s what orchestration enables.”
Christian Lund
Co-founder, Templafy
What Templafy’s document agents do behind the scenes
Understand your intent
You start by typing what you need—like “Create a pitch deck for an insurance client.” The agent understands what kind of document you’re asking for, pulls the relevant structure, and knows what content types should go where. No training, templates, or technical skills required.
Pull content from the systems you already use
Instead of asking users to copy and paste, agents automatically connect to tools like SharePoint, Salesforce, Teams, or your internal libraries. They pull in the right content and data, so documents reflect up-to-date, approved information.
Choose the right model for the job
Different documents call for different approaches. Document agents can be set up with a variety of AI models and retrieval systems to match the needs of each document. Whether you use Azure, OpenAI, Gemini, or your own custom model, document agents are designed to work with them all. This flexibility helps ensure your documents are created in the most effective way for each task.
Set the right context with knowledge
Document agents create better documents by using the organizational knowledge stored in your everyday applications, like SharePoint, OneDrive, Teams, and Outlook. For example, when you’re preparing a proposal for an account, the agent can use details from your Teams and Outlook conversations or notes you’ve saved in OneDrive. This way, your documents are more relevant and tailored to each situation.
Assemble high-quality, on-brand outputs
Once the content is gathered, the agent applies your company’s brand rules, like fonts, colors, tone of voice, and structure. This ensures the result looks like it was created by your design and compliance teams, not a generic AI tool.
Keep admins in control
Everything the agent does is shaped by the rules you set. Admins can control which models are used, where content is pulled from, how it’s styled, and even what language or tone is acceptable. This makes it easy to roll out across teams without losing control over quality or compliance.
ADDITIONAL CONTENT
Introducing document agents by Templafy
Browse more helpful content to learn how Templafy’s AI-powered document agents make creating business documents easier and more reliable.
Ready to deliver outstanding documents without the document work?
Templafy’s AI-powered document agents are redefining document work. They’re built for enterprises that want to move faster, reduce risk, and see real returns from their AI investment.
The best way to see what they can do is to experience them for yourself.
Book a demo to discover how Templafy helps leading organizations like KPMG, BDO, and Adobe create better documents—faster, smarter, and at scale.
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