Templafy
What is Templafy?
Templafy is an agentic document generation platform for creating accurate, compliant, and on-brand business documents at scale. It combines generative AI with rules-based automation, approved templates, enterprise knowledge, business data, and brand guidelines to produce presentations, proposals, reports, contracts, engagement letters, and other professional documents. Templafy integrates with Microsoft Office and connects with AI assistants such as ChatGPT, Claude, Copilot, Gemini, and Perplexity through its MCP integration. Its Document Agents help organizations generate, edit, review, and govern documents while reducing manual work, improving consistency, and controlling AI token costs.
How to use Templafy?
Choose a Templafy plan, connect your approved templates, content, enterprise knowledge, and business data, then create documents through Microsoft Office, Templafy’s PowerPoint agent, or connected AI assistants. Enter a prompt or select a Document Agent to generate and edit presentations, proposals, reports, and other business documents. Teams can share agents and content libraries, while enterprises can configure permissions, approval workflows, integrations, governance rules, and analytics.
Templafy's Core Features
AI-powered document and PowerPoint generation
Document Agents for reusable, targeted document workflows
Rules-based automation for accurate and compliant documents
Enterprise knowledge grounding through file uploads, RAG, Glean, and SharePoint
On-brand templates, content libraries, and brand governance
AI-powered presentation editing and slide generation
Microsoft Office integration
Integration with Claude, ChatGPT, Copilot, Gemini, and other AI platforms through MCP
CRM, DMS, Teams, and other enterprise connectors
Permission-based access, approval workflows, audit logs, SSO, and SCIM
Enterprise APIs and Document Generation API
Usage analytics and document intelligence
Support for custom AI models and bring-your-own-LLM deployments
Templafy's Use Cases
Generate branded PowerPoint presentations from a simple prompt
Create accurate sales proposals and engagement letters
Produce compliant financial reports and investor presentations
Build audit reports and accounting presentations using approved data
Turn CRM and ERP information into customer-ready documents
Govern AI-generated content across departments and enterprise workflows
FAQ from Templafy
What is Templafy?
What are Templafy Document Agents?
How is Templafy different from ChatGPT, Claude, or Copilot?
What is Templafy MCP?
Does Templafy integrate with Microsoft Office?
Does Templafy offer a free plan?
How much does Templafy Teams cost?
How is Templafy Enterprise pricing determined?
Can Templafy be customized for enterprise workflows?
Templafy Reviews (0)
Templafy Pricing
Individual
Free
1 seat; no credit card required. Includes AI PowerPoint generation and editing, color customization, professional document themes, Microsoft Office integration, and Claude, ChatGPT, and Copilot access.
Team
$40 per user/month
Up to 25 seats. Includes reusable and shared Document Agents, a central content library, company templates and branding, enterprise knowledge grounding through file uploads, shared workspace and admin controls, permission-based access, and a 30-day free trial. Minimum monthly price is $400.
Enterprise
Custom
Custom pricing and seat count. Includes advanced Document Agents, multi-source enterprise knowledge grounding, rules-based automation, advanced PowerPoint tools, CRM and DMS connectors, enterprise governance, APIs, MCP, SSO, SCIM, custom AI models, analytics, and dedicated customer success.
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