Templafy

Templafy is the leading agentic document generation platform, enabling professionals to create accurate, compliant, and on-brand documents with maximum efficiency. Templafy gives AI agents the right context, guardrails, and company-approved knowledge to work from, combining AI-generated content with rules-based automation to produce high-quality, trustworthy documents at speed — without compromising organizational control or consistency, and at a low, predictable token cost. Accessible directly within Microsoft Teams and Microsoft 365 Copilot, Templafy's patented technology simplifies document workflows, reduces risk, and gives teams greater confidence in the documents that matter most. More than 4 million users worldwide rely on Templafy to accelerate business content creation with AI, including industry leaders such as KPMG and BDO, who save over 30% of the time typically spent on repetitive content like proposals, engagement letters, and audit reports.

This integration connects Copilot and Teams to your organization's Templafy templates, brand assets, and Document Agents. In Copilot Chat and Copilot Cowork, users can turn AI-generated content and company knowledge into business-ready PowerPoint presentations; discover the right Templafy Document Agent, choose a company-approved theme, provide requirements in a short conversation, and generate a branded PPTX. In Teams, users can access approved company content from Templafy, from templates to digital assets, filtered based on their access permissions. Every output is built from approved templates, brand assets, and best-practice content, so it stays consistent and compliant without copying, reformatting, or manual cleanup.

To use this application, you need an active Templafy account on a tenant where the Teams App Connector and the Templafy MCP server module are enabled. To build your first presentation with Templafy document agents, sign up. If you want to book a demo, contact us.