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Templafy Help center
Templafy for End-users
Engage
Insights and analytics

Insights and analytics

What is Insights?
How to use the Insight tab
How to use the Activity tab
How to use the Participants tab
How to use filters in Insights and Activity

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Templafy automates documents to remove risk, increase efficiency, and enable better document creation at any complexity and scale for over 800 organizations globally. From immediate access to on-brand, compliant company templates directly within Microsoft 365, to the automated compilation of sales proposals in Salesforce harnessing the power of Managed AI, our platform enables employees to create business documents faster so they can focus on the work that matters.

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