Templafy, a leader in document automation, is thrilled to announce the release of the Templafy M365 Microsoft Copilot integration. Now available to users directly through the Microsoft Teams application, this integration allows for the creation of enhanced business documents at a faster pace.
Templafy seamlessly integrates with the Microsoft Copilot search functionality, enabling users to create higher-quality documents. With immediate access to updated company templates and content libraries, users can now request Microsoft Copilot to search for specific templates when initiating document creation, resulting in increased efficiency and accuracy.
The Templafy document assembly engine, which combines rule-based data with generative AI, then generates the branded document. Users have the option to make edits using a range of productivity and AI tools before saving the document back to the Teams channel.
Templafy was chosen to participate in the development of the Copilot integration due to its preferred solution and the native functionalities of M365 and Teams. In addition to being available through Teams, Templafy can also be found on Microsoft AppSource, Teams Store, and Azure Marketplace.
Oskar Konstantyner, Vice President of Product at Templafy, commented, “Our close partnership with Microsoft over the past decade has allowed us to work together in multiple capacities to discover and create the best document generation solutions for large enterprise organizations. In this new wave of AI, this collaboration presents more shared opportunities to provide customers with tools that enable them to create high-quality business documents that increase revenue, reputation, and differentiation. We look forward to seeing the value that the combined power of Copilot and the Templafy document assembly engine offers to customers, bringing them one step closer to eliminating manual work with documents.”
“Through Microsoft AppSource, customers from around the world can easily find customized solutions for business line partners that work with the products they already use,” said Giovanni Mezgec, Vice President of Modern Work + Business Applications Field & Partner Marketing at Microsoft Corp. “We are delighted to welcome the integration of Templafy M365 Microsoft Copilot to the Microsoft Teams application.”
About Templafy:
Templafy is the next-generation document generation platform that enables companies to increase revenue and reputation through documents. Templafy ensures business integrity through brand governance, InfoSec, legal, and AI, ensuring full compliance with company policies and guidelines. From immediate access to brand-compliant company templates directly within Microsoft Office, to fully automated compilation of a sales proposal within Salesforce and every content workflow in between and beyond, the platform empowers employees to create business documents faster, so they can focus on the work that matters.
Founded in Denmark in 2014, Templafy is a global organization with offices in Europe and the United States. Templafy supports over 3.8 million users and works with enterprise clients such as KPMG, IKEA, and BDO to eliminate manual work with documents within their organizations.
For more information, please contact Lucy Westman at Templafy via email at [email protected]
Media Contact:
Lucy Westman
Templafy
(+44) 7776 454 946
[email protected]
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Templafy’s recent integration with M365 Microsoft Copilot brings a range of benefits to users through the Microsoft Teams application. This integration allows for the creation of enhanced business documents at a faster pace, thanks to the seamless integration with Microsoft Copilot’s search functionality. Users can now request Microsoft Copilot to search for specific templates when initiating document creation, resulting in increased efficiency and accuracy.
One key advantage of this integration is the Templafy document assembly engine, which combines rule-based data with generative AI to automatically generate branded documents. This not only saves time but also ensures consistency in branding across documents. Additionally, users have the option to make edits using a range of productivity and AI tools before saving the document back to the Teams channel.
Templafy’s selection as a participant in the development of the Copilot integration is based on its preferred solution and the native functionalities of M365 and Teams. The integration is available not only through Teams but also on Microsoft AppSource, Teams Store, and Azure Marketplace, making it easily accessible to users.
One current market trend in document automation is the increasing adoption of AI and machine learning technologies to streamline document creation processes. Templafy’s integration with Copilot aligns with this trend by leveraging generative AI to automate document assembly and improve efficiency.
In terms of forecasts, it is expected that document automation will continue to grow in popularity as organizations seek ways to improve productivity and reduce manual work. Templafy’s integration with Copilot positions them well to capitalize on this trend and attract more users.
However, a key challenge associated with document automation is the need to ensure compliance with company policies and guidelines. While Templafy mentions their commitment to business integrity through brand governance, InfoSec, legal, and AI, the article does not provide specific details on how they address this challenge. It would be beneficial for users to have more information on the measures Templafy has in place to ensure compliance.
Overall, the integration of Templafy M365 Microsoft Copilot offers significant advantages in terms of efficiency, document quality, and branding consistency. As document automation continues to gain traction in the market, Templafy’s integration positions them as a leader in the space.
Related link: Templafy website