End user tutorials
End user tutorials
Templafy agent in Copilot for PowerPoint
Rick Johnson is an sales executive who uses Templafy agents in Microsoft 365 Copilot to create...
End user tutorials
Document agents for Salesforce
This video showcases the unattended document generation capabilities of Templafy. Once the sales...
End user tutorials
Proposal Generation from Salesforce with AI and...
Zoe starts from Salesforce and creates the proposal with the help of AI
End user tutorials
Templafy - AI-powered document generation
Zoe uses various AI features of Templafy to create a proposal in PowerPoint
End user tutorials
Automated Quote generation in Salesforce
Create critical business documents automatically with flexible templates and up-to-date data...
End user tutorials
One-Size Email Signature Web add-in Setup guide
A guide to getting started with your new Templafy Email Signature in the web addin.
End user tutorials
Word Proposal automation video
Creating automated proposal in Word and editing it ready made content and AI.