Templafy is a platform for generating business documents such as proposals, presentations, reports and contracts in line with defined templates, brand standards and business rules. It combines generative AI with rules-based automation. Its modules include template management, email signature management, brand content distribution and a Document Generation API. Templafy integrates with Microsoft Office, Google Workspace and Salesforce, and through an MCP connection with AI assistants such as Claude, ChatGPT and Copilot. It is delivered as a cloud service, and organisations can connect their own preferred AI model.
Templafy was founded in Copenhagen in 2014 and is headquartered in Denmark. According to its security page, customer data is stored in Microsoft Azure data centres in Europe, the USA, Australia or Canada; the region is selected by the customer and cannot be moved once chosen. A European organisation therefore needs to choose a European region deliberately when setting up the service. The platform is not open source. The company lists SOC 2, ISO 27001 and ISO 27017 certifications.