AI can help us create content easier than ever before, but sometimes the consistency leaves a little bit to be desired. Well, what if there were document agents that could turn AI-generated content into polished, on-brand documents that are actually ready to use rather than creating tons of cleanup work instead?
Welcome to One Amazing About Templafy. Today we’re talking with Jean-Marc Chanoine, Chief Sales Officer at Templafy and they will be sharing one amazing thing about Templafy document agents with us today.
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About The Guest
Jean-Marc Chanoine is the Chief Sales Officer at Templafy, where he leads GTM in the Americas for its platform that leverages GenAI and intelligent document agents for automated, accurate content generation. A former Navy JAG attorney and Accenture consultant, Jean-Marc brings a unique blend of legal, military, and enterprise transformation experience to his role at one of the world’s fastest-growing AI companies.
Jean-Marc Chanoine on LinkedIn: https://www.linkedin.com/in/jeanmarcchanoine
Resources
Templafy: https://www.templafy.com/
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From the creators and host of the award-winning The Agile Brand™ with Greg Kihlström podcast, comes One Amazing Thing About… with Greg Kihlström, a show that puts the spotlight on the latest and greatest MarTech products and platforms by showcasing one feature that makes them… amazing.
Transcript
Greg Kihlström (00:00)
Generative AI can help us create content easier and quicker than ever before, but sometimes the consistency leaves a little bit to be desired. Well, what if there was document agents that could turn AI-generated content into polished, on-brand documents that are actually ready to use rather than creating tons of cleanup work instead?
Welcome to One Amazing Thing about Templify. Today we’re talking with Jean-Marc Chanoine
Chief Sales Officer at Templify, and he’s gonna be sharing one amazing thing about their document agents with us today. Jean-Marc, welcome to the show.
Jean-Marc (00:41)
Thank you. Thank you for having me. a wonderful opportunity to show a little bit of the work we’ve been doing for the enterprise.
Greg Kihlström (00:49)
Yeah, looking forward to diving in here in a second. Before we do though, why don’t you give a little background on you and your role at Templify?
Jean-Marc (00:56)
Yeah, my name is Jean-Marc Chanoin. as said earlier, Chief Sales Officer. been at Templify now for almost eight years. and really the core thing we’ve been doing is helping organizations save time, increase revenue by automating document processes. And usually those processes tend to be tied to go to market, but we’ve done compliance and we’ve worked in cases where we’ve deployed to a hundred thousand plus users or fifty users in cases where there’s specific content that needs to be automated.
So really the key thing for us is that organizations run on documents. Nearly every business process tends to end with an artifact, right? Whether that’s a proposal, whether or not that’s a clinical trial document, whether it’s a report, whether it’s essentially financial documents. So really our core focus is in delivering that content as quickly as possible and as accurately as possible.
Greg Kihlström (01:49)
Great, great. And so you’re gonna walk us through some something in a minute here, but before you do, why don’t you share, you know, what what are we gonna take a look at here? Who’s the audience and and why is it important to them?
Jean-Marc (02:00)
Yeah, fantastic. today, if you if you look out in the ecosystem, everyone’s creating presentations, right? Like nearly every tool says, hey, I can create an output. I think the core difference with Templify, it’s the way that we work with existing content. And really we like to refer to existing content as best practices. And what’s important about best practices is the ability to assure that end users are creating content.
That represents the organization as best as possible in those scenarios. So, what I’m going to show you today is how we make an audit report, specifically an audit proposal in this scenario. So, it’s really the ability to take context, apply it to a set of best practices, templates in a lot of cases, in order to generate an output. And we’re going to show it in two ways. One is leveraging a combination of rules-based automation and AI, and two being
How do you leverage AI in a structured fashion where you get a controlled output? Something we call essentially document orchestration in that scenario.
Greg Kihlström (03:08)
Yeah, love it. Well I’m I I’m I’m curious here. So let’s why don’t you share your screen? Let’s take a look.
Jean-Marc (03:14)
Yes,
of course. So where we’re gonna start today is directly in the M365 suite. And the reason that’s important is because that’s often where employees start their work. I’m gonna start here and you see this wonderful proposal here, you see that the core structure is essentially kept. There’s essentially this quality to the document.
And the way we achieve that is in essence plugging in directly into M365 in these scenarios and say, great, let’s find a core underlying template. Now, what you’re gonna see here is a essentially a combination of rules-based automation and AI. And what we do in these scenarios is say, okay, great.
How do I, as an end user, find the content that I specifically need? So in this case, there’s a core library. And within this library, you’ll see that you have your core folders and you can find essentially structured content. But in this case, what we’re going to do is create an essentially an audit proposal. And so you can essentially select a classification. You can essentially select the core industries in this scenario.
And then what we’re doing is essentially making these selections, and what we’re doing is prompting the core components within the specific document. So in this scenario, what we’re doing is selecting our region, selecting the classification, selecting the sub-industry. And what we’re able to do here is say, great, we’re going to open this in PowerPoint. And so what’s really cool here is that the end user doesn’t need to leave where they’re working in order to create a complex document.
And so what you’ll also note is that once we’ve generated the core document, you’ll see essentially comments about content that’s been generated by AI. One of the biggest problems in industry when you create an entire presentation with AI is understanding exactly what components that need to be reviewed and what components were pulled from, let’s say, a library in this case. And so what’s really interesting here, let’s say that I need to create a bio in the scenario. I’ve been able to pull in my visuals.
pull in the core underlying content. And now I want to be able to say, okay, great. Now let’s go into our core library and I want to add, let’s say in the scenario, a bio slide. And so I’m like, great, I want an automated bio slide based on the information related to, let’s say, one of our partners in the scenario. I can simply select automated bio slide and say, okay, fantastic. In this case, Fatima is going to be working on the case.
And I can simply select that slide and we’re able to quickly generate it and pull from the underlying information about that individual. And so what you end up with is a deck that’s high quality, structured, and ultimately you’re able to deliver it to the customer based on the inputs in that scenario. Another way that we can handle this component is to say, okay, I want to go further down the AI thread and deal with a bit more complexity in this scenario.
We can simply select and templify and say, great, build fully leveraging AI. And in that scenario, what we’re able to do is say, fantastic. Let’s say I want to do five to ten slides. I can simply say what type of proposal I’d like to create. So let’s say we’re we’re we’re creating an audit proposal. I can browse. And in this case, it’d say, okay, great, I have a call transcript and an RFP document. I can simply select that document and
Templify is able to ingest that content and then create a core proposal from there. So it’s the ability to submit an answer. And what we’re doing here, the agent is working in the background to consume that information. And really just to take a quick look at it, it’s essentially a combination of a cost script and also a little bit of background information. So nothing complex, no big instructions, but what we’re able to do is to take the structure.
of the underlying document and say, great, let’s combine the data that we’re pulling in and essentially pulling existing content, existing images, existing outlines, and say this is the best practice content based on our internal rules. And it allows the organization to ultimately control the output in that scenario. So what we’re doing here is that it’s consuming the brief and what’s going to happen is that in essence the content is going to be compiled.
leveraging the underlying rules in that case. I’ll pause there for if if there’s any questions.
Greg Kihlström (08:03)
Yeah, yeah. I mean, I think what what I find really interesting in this and kind of a a frustration, let’s say, with other methods of generating PowerPoints is just w I think what you’ve solved here with the rules-based component here, because you know, generative AI is amazing. It can do a lot of things, but it also invents a lot of things that don’t need to be reinvented, right? So I think I I I love that idea of the combination of gen AI and rules-based. So you can actually just
I I assume you can you can determine exactly what you want to keep consistent and the same and what you actually need help with generating, right? It seems like the best of both worlds.
Jean-Marc (08:43)
Absolutely. And and really the key is here that if it’s a scenario where let’s say your commercial function or your auditors, they’re able to freestyle content and essentially each time it’s novel, there are plenty of solutions out in the market to do that. What we really
Greg Kihlström (09:00)
Sure. Yeah.
Jean-Marc (09:01)
what we really focus on is a professional that needs to deliver a specific quality of output every single time to their core stakeholders.
And so what we’re able to do is to shortcut the process by saying that answer A is the right answer. If you do B, C, or D, especially in highly regulated industries, you end up with a scenario where the review time is increased, the likelihood of error is increased, the quality comes down. And what we’ve seen are cases where conversion rates have gone up as high as 14%. for some organizations we work with.
when the actual quality of the content and all of the core capabilities of the firm are injected directly within the document itself. And so what you’re seeing here is essentially the agents operating in the background saying, okay, great, I’ve received this essentially a bit of an RFP description. I have a call script. And now what I’m doing is looking at what is the pool of existing content.
in the scenario and and whether or not that’s blank templates or it’s templates that have essentially predesignated content of generating a finalized output.
Greg Kihlström (10:19)
Yeah. Yeah. So I imagine you could feed this. I mean, you you fed it a few specific things here. I imagine you could feed it any number of things, right? Like whatever whatever inputs are needed, right?
Jean-Marc (10:31)
Absolutely. You can essentially input, you know, a PDF, a PowerPoint, a Word document, a call transcript, and also we can integrate into internal systems of record. And in essence, leveraging MCP or APIs, we can create essentially this orchestration between disparate systems in order to generate the output. And what you see here is that it also tells you which slides are generated.
via AI, what slides are being pulled from the library. And now when I hit create presentation, we’re talking about now a 29-page proposal. This is something that it would take two, three, four people working within the document at the same time. And this is something that could take weeks. It could take a significant amount of time for the organization to build. I think really within a six to seven minute period,
You can go from call transcript, Salesforce data, system of record information, individual inputs, you know, again, notes that you’ve taken throughout the process, put this in the agent, and you can come out with a reliable output that’s going to assure that whatever information is in that presentation is the right information in those cases.
Greg Kihlström (11:50)
Yeah.
Jean-Marc (11:51)
And so what
Greg Kihlström (11:51)
Yeah.
Jean-Marc (11:51)
we’re looking at now in essence is we have a preview of what’s going to be generated. And in essence, we’re not talking about like the mom and pop, hey, we’re gonna do a four page presentation and pull images from Google or what it is. I think where we’re hyper focused at is on organizations that need to build very high quality content because their fees are extremely high. So the
The quality of the content needs to reflect the quality of the output that the organization is buying.
Greg Kihlström (12:25)
Yeah, yeah, love it. Yeah. I mean, having created more than my fair share of of PowerPoints and and proposals in in my career, this seems pretty amazing actually to be able to pull it together. and again, I think I think the there’s a lot of tools that you can technically create something on brand, but that just means it’s gonna throw colors in what I’ve experienced whatever
format it feels like generating, but technically it’s the the brand colors or or things like that. I mean, this seems like it follows a lot more strict rules and keeps things a lot more consistent.
Jean-Marc (13:05)
Absolutely. And it and it’s it’s way more than that. Like, for example, if if you’re working with a global firm, there might be disclaimers, for example, that are legally required.
Greg Kihlström (13:14)
Yeah.
Jean-Marc (13:14)
And what we assure is that shows up where it’s supposed to. organizations also have rights to specific images, and that can change depending on whether you’re in Germany or in the United States or wherever you are. And it’s this ability to centrally control what goes into the presentation and
all while looking at essentially data systems. Salesforce being amongst the most popular where essentially the commercial information is stored. And so it’s not simply because right now Copilot has a brand kit, does a good job, right? But what we do that takes it a a monstrous step forward is assuring those other mandatory components and data appears exactly where they’re supposed
Greg Kihlström (14:00)
Mm.
Jean-Marc (14:01)
to appear.
And we
Greg Kihlström (14:02)
Yeah.
Jean-Marc (14:02)
do that by not only building the presentation, checking the presentation, and then ultimately delivering an output that essentially stays completely not just on brand, but on message and also based on organizational controls and policy. And so what that reduces, it’s not just about the speed of the presentation being created, it’s that it reduces the review time, it reduces the number of people that have to touch the presentation.
and it reduces risk.
Greg Kihlström (14:33)
Yeah, yeah. I mean, I think that that’s you just touched on I think one of the biggest maybe surprises that a lot of orgs that are adopting this stuff is is just that it’s it’s it’s really quick to get something, but then the work and the rework and the review and all that is what ends up taking a lot of time. And I don’t it’s it’s often not even really reported or budgeted for, so to speak, in the in the process. And so a lot of people get a lot of things that
off of their plates, but it ends up on someone else’s plate to review, right?
Jean-Marc (15:07)
Absolutely. And and remember I showed you the library a bit earlier. Don’t need to show that again, but it’s not simply that you get a finalized presentation, it’s the ability to edit it with the Templify agent. It’s the ability to hit a single button and be able to immediately check for 40 of the most common errors. It’s the ability to link to Excel’s. And it’s the ability to assure that from a quality perspective, in essence, that it stays true to exactly what the brand is. And
ultimately describe what you’re trying to achieve with your customer in a clean way. So it’s it’s one where if you ask a standardized model to create something 15 times, you’re gonna get 15 different results oftentimes. But what we
Greg Kihlström (15:50)
Right. Yeah.
Jean-Marc (15:52)
can do is deliver that consistency. And for example, something like pricing structure and approaches, what you want to do is make sure that that stays consistent across the board. And so with Templify
Really, the core goal here is it’s not simply fast. It’s about accuracy. It’s about the ability to send it out the door with minimal review. It’s about having the assurance that if you’re a organization that’s delivering a valuable service, that the value of the presentation stays at the same level. You’re not devaluing yourself as an organization based on the quality of your outputs, all while staying within compliance rules.
And also while being able to work across disparate systems. I think the the big key thing is you saw this out of PowerPoint. And I did that because that’s where oftentimes folks start their work. But this can be triggered off of Salesforce. It can be triggered off of a system that you’ve built. It can be triggered off the back via MCP of Claude or Copilot or Chat GPT. And so our view is to be where people do the most work and how you want your particular process to work.
Greg Kihlström (17:03)
Yeah, love it. Well, John Mark, I d I would say this definitely qualifies as amazing. So thanks for thanks for showing it off today. For those that want to learn a little bit more, where should they go?
Jean-Marc (17:13)
They should go to templify.com. I there’s there’s a lot of industry specific information there because each in the industry tends to create different types of content. Different departments create different types of content. I showed it today in PowerPoint, but it also works in Word. and so really the core goal is if you go on a website, do a little bit of digging, you should be able to find all the information you need. So that’s templify.com.
Greg Kihlström (17:36)
Wonderful. Well again, I’d like to thank Jean-Marc Chanoine, Chief Sales Officer at Templify for joining the show. You can learn more about Jean-Marc and Templify by following the links in the show notes.
