Improve Your Documents with Templafy AI

Editing and refining document text can take time — especially when you need to simplify information or structure it clearly for your audience. In this demo, our Agentic Sales Manager Ed Nordby-Graves shows how pre-approved prompts or 'Micro Agents' in the Templafy AI Assistant can help refine document content directly inside your workflow. By highlighting text and selecting a prompt, users can quickly transform paragraphs into structured bullet points or adjust wording for clarity and readability. Instead of manually rewriting content, Templafy's AI Assistant generates suggestions instantly, allowing teams to refine documents faster while staying aligned with company standards. 00:00 Introduction 00:14 What these AI prompts help with 00:29 The challenge of refining document text 01:03 Using a pre-approved prompt 01:40 Reviewing and inserting the suggestion 01:49 Configuring prompts for different tasks 01:56 When to use them in your workflow This video is part of the AI That Works for You series, showing practical ways AI helps teams create and improve documents more efficiently. #templafy #tutorial #aiagents