Templafy’s cover photo
Templafy

Templafy

Software Development

New York , NY 28,041 followers

Eliminating manual document work

About us

Templafy is the leading AI-powered document generation platform, enabling professionals to create accurate, compliant, and on-brand documents with maximum efficiency and ease. Accessible directly within tools like Microsoft Office, Google Workspace, and Salesforce, Templafy simplifies document creation workflows to eliminate the hassle and risk from the documents that matter most. Trusted by industry leaders like KPMG and BDO, Templafy saves teams over 30% of the time they’d typically spend on repetitive tasks—like creating proposals, engagement letters, and audit reports—allowing them to focus on revenue-driving work instead. Join more than 4 million users worldwide who rely on Templafy to accelerate business content creation with AI.

Website
https://www.templafy.com/
Industry
Software Development
Company size
201-500 employees
Headquarters
New York , NY
Type
Privately Held
Specialties
Template Management, Brand Management, Cloud Templates, Microsoft Office Templates, Google Drive Templates, Cross-Device, Cross-Platform, Enterprise Cloud Software, Document Automation, Digital Transformation, Enterprise Content Management, AI, and Proposals

Products

Locations

Employees at Templafy

Updates

  • The opportunities for transforming document generation in the era of AI are huge. Seamless access to company-approved content is a critical part of enabling employees to create accurate, compliant, and on-brand business documents at speed and scale. We can't wait to see what's to come from this partnership with Glean!

    View profile for Johnny Hatch

    Enterprise Account Executive @ Glean

    Still copy‑pasting into Win Wires and QBR decks? Meet Glean + Templafy. Your Glean AI Agent hunts across company knowledge—call recordings, Slack/Teams, Salesforce/HubSpot, Google Drive, SharePoint, Confluence, and 100+ sources—using your permissions. It compiles the facts, quotes, and metrics you need, then calls Templafy via Glean Actions to auto‑fill your branded PowerPoint template. No chasing down people. No dumpster diving down 10 different data silos. No guesswork. Just a clean, on‑brand deck in minutes. Watch this 3‑minute demo to see it in action.

    Glean x Templafy - AI Powered Search and Templates

    Glean x Templafy - AI Powered Search and Templates

    https://www.loom.com

  • Join us at Forrester's Technology & Innovation Summit EMEA in London next week, where we'll be sharing more about the transformative impact of document agents. Hear from Christian Lund, co-founder, Templafy and Jeremy Warrick, Head of Software, Data and AI, ERM, as they explore how organizations and their employees can use AI to create accurate, compliant, and on-brand documents with maximum efficiency and control. Looking forward to seeing you there, and discussing how we can help you make impactful differences with AI to your document generation. Full agenda and registration here: #ForrTech #AI #Documentgeneration Jim Rees Stephan Laarhuis Rachel Griffin-Adams Sahira Ahmed Amy Worboys Peter Waugh Viktoria Sophie Elizabeth Worm Stefan R.M. Jensen

  • View organization page for Templafy

    28,041 followers

    We're proud to have had Templafyers joining nearly 40,000 people in the Tunnel to Towers run in New York last Sunday, honoring those who were, and still are, impacted by the events on 9/11, 24 years ago. As tenants of One World Trade Center, this holds special significance to all of us at Templafy. Well done to all who took part - we'll see you at the start line again next year.

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  • Bringing AI into everyday work isn’t about chasing the latest craze. It’s about identifying areas - like document workflows - where AI can add predictable, repeatable value for the organization. Templafy’s Co-founder, Christian Lund, spoke recently with Paul Muller at The AI Forecast: Data and AI in the Cloud Era podcast by Cloudera. He shared his perspective on the transformative impact AI can have on knowledge workers, why ROI lies in choosing the right purpose for AI, and how documents agents can enable organizations to balance the benefits of speed and productivity alongside accuracy, compliance and control. As Christian notes, the organizations that are making the greatest gains with AI are those using it to replicate the real-life office. The document creation process - and role of the document - isn't changing, but agents are now able to do a lot of the work that goes into this, creating repeatable actions grounded in knowledge and freeing up employees time to focus on the work they were hired to do. For more details and to listen to the full episode click here: https://lnkd.in/eqrv6jia You can also tune in on anywhere you listen to your podcasts from Spotify to Apple, or watch in video format on YouTube.

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  • View organization page for Templafy

    28,041 followers

    It's a busy start to the day at the Microsoft Copilot and AI Agents Summit in Copenhagen! AI and agents are revolutionizing how organizations operate. From enhanced decision making to creating additional value, leaders are turning to AI and agentic AI to fill the capacity gap, and we're delighted to be part of this transformative journey. If you'd like to understand more about how our document agents can give you a smarter, faster, more intuitive route to document generation make sure you stop by our booth today. More details and full agenda available here: https://lnkd.in/eGpAtSDi Viktoria Sophie Elizabeth Worm Edward Peter Nordby-Graves Kit Ingwersen Anders Nørhaven Jasko Besic #Documentgeneration #AI #Documentagents #Microsoft #Copilot

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  • We're excited to be part of the Microsoft Copilot & AI Agents Summit this week in Copenhagen, aimed at empowering businesses and IT leaders with tools and strategies to drive AI transformation. 81% of leaders expect AI agents to be moderately or extensively integrated into their company’s AI strategy in the next 12-18 months, so understanding where to start and where it will bring impact is critical. This event is an opportunity to see how organizations are unlocking business value, accelerating their AI journey, and scaling innovation with confidence - and how you could too. When: Thursday, September 25, 2025, 09.30 AM – 2.30 PM (CEST) Where: Microsoft, Copenhagen, Capital Region Stop by our booth to hear how our document agents can be part of your AI journey! For more information click here: https://lnkd.in/eYNy6RkW #Documentagents #AI #Microsoft #Partner

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  • View organization page for Templafy

    28,041 followers

    In the second of our three-part Templafy Talks webinar series on document agents, it's time to put the agents to work! Join Christian Lund, co-founder and John Tiniakos, senior principal customer success manager, tomorrow to learn where document agents deliver the biggest impact and how they can transform your working day. Within this session we'll dive into: ✅ Real examples of how document agents handle everything from sales RFPs and marketing assets, to legal audit letters and operational reports ✅ How they work with your existing tools, knowledge, and processes to boost adoption and deliver measurable results ✅ Identifying the best opportunities for document agents in your own organization, reducing manual work while keeping your documents compliant 📅 September 23rd ⏰ 11AM CEST or 11AM EDT (please select slot at registration) 💻 Register here https://lnkd.in/ea8D4qpB If you're ready to move beyond AI theory to practical applications this is one for you!

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  • Our next #TemplafyConnect event is heading to London and we'd love for you to be there! Join our host, John Tiniakos, Sr. Principal Customer Success Manager at Templafy, as we explore the future of document creation. We'll hear from Anna Janas, IS Global Graphics and Multimedia Tools Service Owner at ABB, a global technology leader in electrification and automation, who'll share her experience of using AI in document generation, including the lessons learned and value gained. You'll also see how our new AI-powered document agents are helping teams cut down on manual work, and have the opportunity to participate in a hands-on workshop where our specialists will guide you through your first agentic template creation. 📅- October 14th, 1pm-5pm 📍- Balcony Room at Swan, Shakespeare’s Globe , 21 New Globe Walk, London Full agenda and registration here: https://lnkd.in/ehgWG5At

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  • View organization page for Templafy

    28,041 followers

    Access to capital has traditionally been one of the driving forces at the heart of AI innovation and success for many years, but does this still ring true? In his latest piece for Forbes Business Development Council, Templafy's Chief Sales Officer, Jean-Marc Chanoine, examines how the evolving AI landscape is re-defining what it takes to win: "Integration is the new moat. Flexibility is a competitive advantage. Model-agnostic platforms that make AI usable at scale will win. The ability to orchestrate models, manage compliance and deliver results without locking organizations into a single provider is quickly becoming more valuable than the models themselves...Capital still matters, but how that capital is used will define the next generation of winners." Read the full article “How Much Is Money Worth In The AI Revolution?” here: https://lnkd.in/eM8shHkT

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