Templafy is an agentic document generation platform for businesses that rely on documents. Its Document Agents combine generative AI with patented rules-based automation to create proposals, presentations, reports, contracts and emails that follow company templates, brand standards and compliance rules. Agents draw on approved content, enterprise knowledge and live data from systems such as CRM and ERP. Output lands in native Office formats, and organizations can bring their preferred AI models. The company says it serves 4 million knowledge workers.
Templafy is aimed at large organizations where document consistency and compliance matter: sales teams producing proposals, legal and finance groups handling contracts and reports, marketing and brand managers guarding templates, and IT teams governing AI use. Customers named on the product include Adobe, Ipsos and Tieto. Employees work inside PowerPoint, Word and Outlook, so adoption does not require learning a new editor, while administrators keep control of what content and data the agents may use.
Typical uses include a salesperson generating an on-brand proposal from CRM data, a team turning AI-drafted text into a finished presentation using approved templates and assets, and a finance group assembling a recurring report from current numbers. Templafy MCP connects leading AI assistants to approved content and business data, so content created in those tools becomes a branded, compliant, editable Office document. Companies report time savings, with Adobe sales teams gaining 72 percent more time to sell. Pricing is handled through the sales team, and a demo with document specialists is available to explore enterprise use at scale.
