Rick Johnson is an sales executive who uses Templafy agents in Microsoft 365 Copilot to create all sales documents.
Here he uses the Templafy agent in Copilot for PowerPoint to create a proposal on an account he is pursuing - Skyford Samuels. Templafy agent uses a mix of rules-based automation and AI to create the proposal for him.
He finally edits the proposal with the market insights agent in the edit flow.