A Short Introduction to Custom Document Agents

Get a short introduction to Custom Document Agents from Templafy — tailored AI agents that help teams generate business documents and presentations using approved content, organizational knowledge, and predefined rules. In this video, you’ll see what a Custom Document Agent is, how it can be configured by admins, and how end users can use it to generate a proposal presentation. The example shows how an agent can combine approved content from the Templafy library, organizational knowledge from files, SharePoint, or OneDrive, and user input to create a more controlled AI-assisted document workflow. You’ll get a quick overview of: ‣ What Custom Document Agents are ‣ How admins can set up document structure and content rules ‣ How approved slides and best-practice content can be reused ‣ How organizational knowledge can provide context ‣ How users can review an editable outline before generation ‣ What the final AI-assisted proposal presentation can look like 👉 Want to learn more about Custom Document Agents? Reach out to your Templafy account manager or visit: https://www.templafy.com/home/platform/custom-document-creation/ Chapters 00:00 Introducing Custom Document Agents 00:09 What Custom Document Agents are 00:27 Example: an audit proposal agent 00:36 Combining approved content and AI 00:58 Setting up required sections 01:18 Using approved library content 01:50 Adding context and knowledge sources 02:06 Creating repeatable workflows 02:38 End-user proposal generation 03:00 Reviewing the editable outline 03:28 Generating the presentation 03:56 Reviewing the final output 04:17 What Custom Document Agents can help with 04:37 Learn more from Templafy #Templafy #CustomDocumentAgents #AIDocumentGeneration