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Templafy Integration and Automation

Templafy is the leading AI-powered document generation platform, enabling professionals to create accurate, compliant, and on-brand documents with maximum efficiency and ease. Accessible directly within tools like Microsoft Office and Salesforce, Templafy simplifies document creation workflows to eliminate the hassle and risk from the documents that matter most. Trusted by industry leaders like KPMG and BDO, Templafy saves teams over 30% of the time they’d typically spend on repetitive tasks—like creating proposals, engagement letters, and reports—allowing them to focus on revenue-driving work instead. Join more than 4 million users worldwide who rely on Templafy to accelerate business content creation with AI. Integrate Templafy with any of the apps from the library with just a few clicks. Create automated workflows by integrating your apps with OneTeg.

Connect Templafy with the following connectors