यह पृष्ठ केवल अंग्रेज़ी में उपलब्ध है।
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.
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.
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 CorpAsk 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 CorpTurn 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 CorpChase 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
Catch the same receipt claimed twice
Two lunch claims look identical. Teamfold checks the evidence.
The situation
Two claims, one lunch?
First claim
₹4,800
Client lunch
12 September
Second claim
₹4,800
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
₹4,800 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
The deadline changes. The recommendation follows.
Compare three suppliers for 2,000 units.
The situation
First choice: Supplier A
Supplier quotes| Supplier | Per unit | Delivery |
|---|
| A | ₹1,470 | 10 days |
| B | ₹1,430 | 21 days |
| C | ₹1,530 | 7 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: ₹1,530 per unit
Purchasing approves before an order is placed.
Sources: QT-A, QT-B, QT-C, REQ-PUR-12
Contracts and compliance
Acme CorpSee 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
First delivery
Teamfold flags 4 missing.
96 of 100 received.
Atlas normally delivers in batches. Remember that delivery pattern for future orders.
Remembered
Atlas delivers in batches.
Partial deliveries are normal for Atlas. Track the rest as pending.
Saved for future Atlas deliveries.
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.
- 1Check the source
- 2Review the draft
- 3Approve the next step
Support reply for Daniel
Awaiting approvalFrom 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
- ₹16,000
- Lunch
- ₹24,000
- Proposed total
- ₹40,000
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.
