How to use Templafy with Copilot in Teams

This article covers how to use Templafy with Copilot in Microsoft Teams. If your organization has implemented Copilot, it is possible to use Copilot to surface templates from Templafy directly in your Copilot chat.

How to Create Documents through Teams and Copilot

If your organization has deployed Copilot for you, you should be able to see Copilot available under your Chats in Teams. 

1. Navigate to the Chat tab in Teams and open the Copilot chat.
2. On the right side of your chat bar, click on Plugins icon, and toggle Templafy on.
   
   
   
   
   
3. Ask Copilot to help you build a template. To find and link to Templafy templates, you must use the Templafy keyword. For example: "Help me build a proposal for Company A with Templafy."
4. The first time you try to access Templafy through Teams, you may see that Copilot can't find any templates from Templafy, and will prompt you to sign in to Templafy. Click the Sign in to Templafy button to log in to your Templafy tenant.
   
   
   
   
5. Once you've logged in, you can type your question again, and you'll be able to see a response from Copilot with links to relevant templates from Templafy.
   
   
   
   
6. Click the Open button next to the template that you want to use.
7. If additional input is needed from you to generate the document, you'll be directed to fill in additional information in Templafy.
8. You can then open the document and continue editing or review, if necessary, in your Office applications.