Productivity

Templafy

by Templafy

Overview

Templafy for Claude turns your Claude conversations into accurate, compliant, on-brand business documents. Research, analyze, and draft with Claude. Then use Templafy Document Agents to turn that work into editable presentations and documents built on your organization's approved templates, brand assets, enterprise knowledge, business data, and compliance rules. Templafy combines agentic document generation, and rules-based automation with enterprise content governance and compliance, helping accelerate document creation and workflow management. Skip the copy-paste into PowerPoint. Stop hunting for the latest template. Stop fixing layouts by hand. Create: • Sales presentations, pitch decks, and client presentations • Proposals and RFP responses • QBRs, account plans, and customer summaries • Executive presentations, reports, and research briefs • Consulting and professional services deliverables Why enterprises use Templafy with Claude: • Agentic document generation: Turn prompts, research, and source files into strong business documents. • Document automation: Reuse approved templates, content, business rules, and enterprise data to cut manual work. • Content governance: Manage templates, content, assets, AI instructions, and permissions centrally. • Brand compliance: Apply approved branding, PowerPoint layouts, templates, and document standards at every step. • Office-native output: Produce the Microsoft Office formats your business runs on. Employees spend less time on document work. Marketing and Brand teams enable governed self-service creation. IT and AI teams gain a centralized document orchestration layer for Claude. Templafy reuses approved template, existing content, best practice slides instead of regenerating everything with AI, which lowers AI credits usage significantly - by almost 50%, while improving the consistency of the documents. Think and draft with Claude. Create on-brand, consistent documents with Templafy.

Tools

check_generation_status

ChatGPT

Use this when polling an in-progress presentation generation started by generate_presentation. When status is Completed, share the document download link and PDF URL with the user. When status is Failed, report the error to the user. When status is TimedOut, follow the workflow to retry this tool with the same sessionId and documentGenerationId.

collect_presentation_context

ChatGPT

Use this when find_document_agents (step 1) and list_themes (step 2) have both completed, to gather slide requirements before generation. Engages the Templafy AI assistant in a conversation to collect topic, audience, number of slides, tone, and other requirements. Pass JSON null (not the string "null") for sessionId on the first call to start a new session; pass the returned sessionId on all subsequent turns. When status is Initial and Message is present, present Message to the user and call this tool again with their reply. When status is PrepareOutline, do not call this tool again for this session.

compose_word_document

ChatGPT

Use this when the user asks to create a Word document (.docx), such as a letter, memo, report, proposal, or scope of work. No agent or theme selection is required — call this tool directly, without find_document_agents or list_themes. Accepts the document as Markdown and applies the organization's Word template. Write exact content directly in Markdown, but delegate professionally composed prose with fenced brief blocks. Put document-wide audience, purpose, and voice instructions in a fenced context block. In each brief, provide a numeric length, define its scope relative to neighboring sections, and list names, dates, figures, amounts, or other required strings after facts: so they are reproduced character-for-character. Omit sessionId to start a document, then reuse the returned value to add sections or revise earlier ones — nothing is generated or finalized until final is set to true, so sections can be freely corrected while drafting. Set final to true only when the document is complete; the response then provides the generation workflow. When status is ValidationFailed, correct the flagged section by its sectionIndex and submit final: true again. When status is RetriesExhausted, report the failure to the user; start a new document by omitting sessionId.

find_document_agents

ChatGPT

Use this when the user wants to find or browse available Templafy AI document agents, or when starting a Templafy presentation — this is step 1 and must always run before list_themes and collect_presentation_context. Returns live, tenant-specific agents and a selection status — cannot be answered from general knowledge. When status is NeedsSelection, present the agents as a numbered list (Name — Description). Recommend the first Custom agent as the best match for the user's intent, but also include the Universal agent in the list as the 'Build from scratch' option. Ask the user to pick one and wait for their reply before proceeding. Map the reply to the corresponding Id and use it as agentDefinitionId. When status is Ok, use agentId as agentDefinitionId without asking the user. Pass the selected agentId to list_themes to see themes available for that agent.

generate_presentation

ChatGPT

Use this when collect_presentation_context returns status PrepareOutline to start presentation generation. Long-polls until the outline is ready, then begins the generation job. On success, returns a generationId and workflow pointing to check_generation_status. When status is WaitingForOutline, follow the workflow to retry this tool with the same sessionId.

generate_presentation_ui

ChatGPT

Use this when collect_presentation_context returns status PrepareOutline to launch the Templafy presentation widget. The widget handles outline preparation, generation, and polling independently. When this tool returns without a workflow transition, tell the user the presentation is being generated and stop.

generate_word_ui

ChatGPT

Use this when compose_word_document hands off to generate_word_ui to launch the Templafy Word document widget. The widget polls generation status and shows the download links and previews independently. When status is Ready, tell the user the document is being generated and stop. When status is Error, share Message with the user and stop.

get_word_document

ChatGPT

Use this when polling a word document generation started by compose_word_document. Long-polls until document generation and PDF conversion finish. When status is Succeeded, share both the Word document download link and PDF URL with the user. When status is Timeout or InProgress, generation is still running: follow the workflow to retry this tool with the same sessionId and generationId. When status is Failed, follow the workflow to retry generation with the corrected or resent section, or if retries are exhausted, report the failure to the user.

list_themes

ChatGPT

Use this when the user wants to see, list, or browse available Templafy presentation themes, or when starting a Templafy presentation — this is step 2 and must always run after find_document_agents and before collect_presentation_context. Returns live, tenant-specific themes and a selection status — cannot be answered from general knowledge. Pass the selected agentId from find_document_agents to filter themes based on agent type. When status is NeedsSelection, present the theme names as a numbered list, ask the user to pick one, and wait for their reply before proceeding. Do not auto-select on behalf of the user. When status is NotFound, no themes are configured for this organisation or the service is temporarily unavailable — themes are required for presentation creation. Inform the user and stop; do not proceed to collect_presentation_context.