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Teamfold

Workflows built around your process.

Bring a recurring task, the records it uses and the person who signs off. We shape a reusable workflow with your team, on consultation.

Talk to us

From scattered records to a reviewed next step.

  1. Read

    Bring your records together.
    • Project plan
    • Latest team updates

  2. Check

    Find the next steps and gaps.
    • Design approval pending
    • Training on track

  3. Prepare

    Put a useful draft in your hands.
    • Blockers first
    • Owner and deadline

  4. Remember

    Use approved context next time.
    • Your preferred format
    • Ready for next week

Different teams. Familiar work.

See the situation, what changes and the next step, for seven kinds of team.

Sales

Acme Corp

A follow-up that closes the gaps

A discovery call with Northwind Retail has just ended.

The situation

Two next steps agreed

  • Done: Send pricing
  • Done: Arrange the next call
  • Open: Budget still unknown

What changed

Teamfold spots an unanswered question

The budget questionUnaskedIncluded

It checks the call notes before finishing the follow-up.

Teamfold prepares

One complete follow-up

Hi Asha, here is our pricing overview. Shall we speak next week? What budget range are you working with?

Draft, not sent

The account owner reviews before sending.

Sources: CALL-0412, ACC-NW

Customer service

Acme Corp

Ask only what is still missing

Daniel needs help downloading a report.

The situation

Two details needed

  • Open: Browser used
  • Open: Error message

What changed

Daniel replies: “I use Chrome.”

Still to ask2 questions1 question

Teamfold updates the draft using his reply.

Teamfold prepares

No repeated questions

  • Done: Browser confirmedChrome

Thanks, Daniel. Could you send the error message or a screenshot?

Draft, not sent

The service lead reviews before sending.

Sources: CASE-2210, CASE-REPLY

Business operations

Acme Corp

Turn loose ends into clear next steps

The client review is Thursday. Two tasks still need owners.

The situation

Due Wednesday, no owners

  • Open: Finalise the agenda
  • Open: Prepare the briefing

What changed

Teamfold checks previous work

Two tasksUnassignedOwners proposed

Priya prepared the last agenda. Tom keeps the customer notes.

Teamfold prepares

Ready for the team lead

  • New: Priya: agendaProposed, due Wednesday
  • New: Tom: briefingProposed, due Wednesday

The team lead confirms the suggested owners.

Sources: MTG-0917, TRK-OPS

People and admin

Acme Corp

Chase only what is holding up day one

Maya starts Monday. Her onboarding checklist is nearly ready.

The situation

Two things left to arrange

  • Done: Contract signed
  • Open: System access
  • Open: Welcome session

What changed

IT confirms Maya's access is ready

Before Monday2 open items1 left

Teamfold removes the completed item from the follow-up.

Teamfold prepares

One focused reminder

  • Done: System access ready

People team: please book Maya's welcome session for her first week.

Draft, not sent

The People team confirms Maya is ready to start.

Sources: CHK-NS-14, ACC-IT-88, IND-22

Finance

Acme Corp

Catch the same receipt claimed twice

Two lunch claims look identical. Teamfold checks the evidence.

The situation

Two claims, one lunch?

First claim

$60

Client lunch
12 September

Second claim

$60

Client lunch
12 September

What changed

Both use the same receipt

Evidence matched2 claims1 receipt

Teamfold compares the attachments, not just the amounts.

Teamfold prepares

$60 flagged for review

  • Done: Matching receipt attached
  • New: Possible duplicate highlighted

Finance decides how to resolve the duplicate.

Sources: EXP-311, EXP-318, RCT-311, POL-EXP

Purchasing

Acme Corp

The deadline changes. The recommendation follows.

Compare three suppliers for 2,000 units.

The situation

First choice: Supplier A

Supplier quotes
SupplierPer unitDelivery
A$1810 days
B$1721 days
C$197 days

What changed

Your team brings the deadline forward

Delivery needed within14 days7 days

Teamfold checks the same quotes against the new deadline.

Teamfold prepares

Switch to Supplier C

  • Done: Arrives in 7 daysThe only quote that meets the deadline
  • New: $19 per unit

Purchasing approves before an order is placed.

Sources: QT-A, QT-B, QT-C, REQ-PUR-12

Contracts and compliance

Acme Corp

See the next deadline before it is urgent

Your team is reviewing upcoming contract dates.

The situation

This month's checklist

  • Open: Cleaning contract review28 October
  • Open: Service reportStill outstanding

What changed

Your team asks for a longer view

Looking ahead30 days90 days

Teamfold checks the next three months and finds another deadline.

Teamfold prepares

Renewal reminder added

  • New: Software renewal noticeDue 15 December
  • Done: October items kept in view

The contract owner checks the dates and reminders.

Sources: AGR-17, AGR-22, OBL-LOG

Teach it once. Carry it forward.

Your correction becomes context for the next delivery. Nobody needs to explain it again.

Acme Corp

Atlas Supplies, two different orders

  1. First delivery

    Teamfold flags 4 missing.

    96 of 100 received.

    Atlas normally delivers in batches. Remember that delivery pattern for future orders.

    Your team's correction

  2. Remembered

    Atlas delivers in batches.

    Partial deliveries are normal for Atlas. Track the rest as pending.

    Saved for future Atlas deliveries.

  3. A later delivery

    Same supplier. New order.

    150 of 200 received.

    Delivery pattern recalled automatically.

    Still to arrive: 50 items. Usual pattern: delivered in batches.

    Matches Atlas's delivery pattern. Next batch not yet confirmed.

Part delivered. Balance pending.

150 received. 50 pending from the next batch.

Flag for review if a delivery differs from Atlas's usual pattern.

Your team decides what goes out.

  1. 1Check the source
  2. 2Review the draft
  3. 3Approve the next step

Support reply for Daniel

Awaiting approval

From the customer's reply

“I'm using Chrome. The report still won't download.”

Draft response

Thanks, Daniel. Could you send the error message or a screenshot? That will help us narrow it down.

Prepared by Teamfold. Yours to approve.

Draft, not sent · Acme Corp

Your workflow does not need to fit a template.

Connect the handovers between your teams, with a person reviewing each step.

One workshop. Three teams. A clear plan.

  1. People team

    A team workshop on Friday
    • Done: 30 people attending
    • Done: Friday afternoon

    Event details ready for Operations

  2. Operations

    Teamfold prepares the setup checklist
    • Open: Book a room for 30
    • Open: Arrange lunch and a projector

    Operations reviews the arrangements

  3. Finance

    Teamfold prepares the cost summary
    Room
    $200
    Lunch
    $300
    Proposed total
    $500

    Finance reviews before any spend

Acme Corp

Questions

Is this only for the teams listed here?
No. The examples cover several teams, and workflows can be shaped around how your business works.
Is this another chatbot?
No. Teamfold prepares work for your team to review, and carries approved context from one task to the next.
Can it work with our existing records?
Tell us which systems and records your workflow involves. Available connections and access requirements are confirmed when we plan your workflow.
What does it remember?
Approved facts, preferences and past decisions help with future tasks. Uncertain updates go to your team for review.
Does every task add new memory?
No. Only useful, confirmed context needs to carry forward. Temporary requests and uncertain information are treated separately.
Will it send messages automatically?
No. The examples on this site prepare drafts for a person to approve before anything is sent.
Can you build a workflow we do not see here?
Yes. We configure workflows with you, and feasibility and scope are established together.

Bring us your workflow.

Tell us what repeats, where the information lives and who signs off. We shape the workflow with you.

Talk to us