Productivity

Templafy

by Templafy

Overview

Connect Claude to Templafy Document Agents and turn AI-generated content and company knowledge into business-ready PowerPoint presentations. Users can discover relevant document agents, choose company approved themes, collect requirements, and generate a branded PPTX. Every output is built from approved templates, brand assets, and best-practice content, ensuring documents are consistent, and compliant without copying, reformatting, or manual cleanup.

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.

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.

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.

collect_presentation_context

Claude

find_document_agents

Claude

generate_presentation_ui

Claude

list_themes

Claude

Links

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App Stats

Tools

Prompts

ChatGPT, Claude

Platforms