Templafy Information

Templafy is the leading agentic document generation platform, enabling professionals to create accurate, compliant, and on-brand documents with maximum efficiency. Our platform allows enterprises to curb AI in the moments that matter by giving AI agents the right context, guardrails, and company-approved knowledge to work from. Through our approach, AI agents apply a combination of AI generated content and rules-based automation to create high-quality and trustworthy documents at speed, without compromising organizational control or consistency, at a low and predictable token cost. Accessible directly within tools like Microsoft Office, Google Workspace, and Salesforce, and AI Assistants including Claude, ChatGPT and 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. Trusted by industry leaders including KPMG and BDO, Templafy saves teams over 30% of the time they would typically spend on repetitive content, such as proposals, engagement letters, and audit reports, allowing them to focus on revenue-driving work instead.