Templafy lets work teams build shared AI helpers for documents

Templafy, a company that makes document software, has launched Templafy Team. It lets a team build its own AI helpers for documents and share them with coworkers. The company calls these helpers Document Agents. The idea is that a team stops rebuilding the same proposals and slide decks from scratch.

What it does

Each agent draws on a company's own knowledge, templates and approved content. Templafy says this keeps the output consistent. Instead of every person prompting an AI in a different way, a team can put its best practices into one shared agent and reuse it for recurring work.

The product is aimed at consulting, professional services, financial services and sales teams. These are groups that often produce similar presentations, proposals and client documents. A 14-day free trial is available.

What is not clear yet

The announcement does not say what Templafy Team costs after the trial. It also gives few details on how teams set up an agent. The company says its tools save teams over 30% of the time spent on repetitive documents. That figure comes from Templafy, and the announcement does not describe how it was measured.

Templafy says its platform works inside Microsoft Office, Google Workspace and Salesforce. It also works with AI assistants including Claude, ChatGPT and Copilot. The company says more than 4 million people use it, and it names KPMG and BDO as customers.