Templafy

Templafy provides Document Agents that combine generative AI with patented rules-based automation to generate proposals, presentations, reports, contracts, and other business documents in native Office formats. Agents draw on brand guidelines, templates, enterprise knowledge, and data from systems such as CRM and ERP. Templafy MCP connects AI assistants including ChatGPT, Claude, Microsoft Copilot, Gemini, and Perplexity to Templafy Document Agents, so AI-generated content can be transformed into branded, editable Microsoft Office documents. The platform is accessible within Microsoft Office, Google Workspace, and Salesforce, and offers enterprise APIs, governance controls, and integrations for deployment across departments or teams. The page states more than 4 million users worldwide and cites customers including KPMG and BDO, and claims savings of over 30% of time spent on repetitive content.

Key features

• Document Agents that generate business documents from approved templates, brand standards, and business rules
• Connection of approved content, enterprise knowledge, and business data to Document Agents
• Data pulled from systems such as CRM and ERP
• Templafy MCP connecting ChatGPT, Claude, Microsoft Copilot, Gemini, and Perplexity
• Output in native, editable Microsoft Office formats
• Embedded document creation within PowerPoint, Word, and Outlook
• Automated document creation
• Automated template management
• Email signature management
• Brand content distribution
• Document Generation API
• Option to integrate preferred AI models to power Document Agents
• Enterprise APIs, governance controls, and integrations for deployment

Best suited for

• Enterprises and teams that produce proposals, presentations, reports, and customer documents
• Professional services and accounting firms producing proposals, engagement letters, and audit reports
• Sales, marketing and brand teams
• IT and information security teams
• Financial services organizations

Pricing

Not stated on the website