TeamShift
Recorded runs
Watch the work actually happen.
These are not mockups. Each one is a real run of a real TeamShift workflow, recorded start to finish — what it read, what it produced, and the point where it stopped and waited for a person. 12 runs across 4 packs, replayed exactly as they happened against each workflow's own sample data. Nothing was sent and nothing was changed.
Watch a runFinance
Finance — 40 workflows
Vendor Bill Intake (AP)TeamShift watches your chosen accounts-payable source—approved Outlook inboxes or a OneDrive drop folder— reads each vendor bill, and prepares it for entry into QuickBooks: who the vendor is, the bill and due dates, the invoice number, and which account each line belongs to — using your chart of accounts and the vendor-to-account mappings it learns from your past approvals. It checks each bill against your open purchase orders and goods receipts (three-way-match readiness) and accrues goods you have received but not yet been invoiced for, so your books are complete at period end. 70 steps in 4 minutes. Held before it could create bill in QuickBooks.Bank Transaction CategorizerTeamShift keeps your books like a bookkeeper. It reads your uncategorized QuickBooks transactions and your real chart of accounts, plus everything it has learned about how you code your vendors, and proposes the single best-fitting account for each transaction — with a confidence score. It uses the stable QuickBooks purchase and account records behind those screens, and stops before review if it cannot isolate a complete, bounded set safely. 32 steps in 4 seconds. This run only reads and reports; it writes nothing back.Month-End CloseTeamShift runs your month-end close the way a careful staff accountant would — and it never touches money, sends statements, or locks your books on its own. 34 steps in 2 minutes. Held before it could create journal entry in QuickBooks.
Growth
Growth — 29 workflows
Growth EngineEvery weekday morning your Growth Engine runs three streams of growth work and brings you the results for a single review: Organic content, Paid ads management, and Community research surface. 53 steps in 7 minutes. Held before it could send a message in Messaging.Creative Ad FactoryInstall this recipe to keep your creative testing queue full of fresh, on-brand, on-policy ad variants — without risking your ad account. 20 steps in 7 minutes. Held before it could create text file in OneDrive.SEO and GEO VisibilityBuild an evidence-backed internal roadmap from current Search Console, analytics, Google search, and AI-answer captures. The recipe never edits or publishes a live site. 30 steps in 13 minutes. Held before it could create text file in OneDrive.
Inbound revenue recovery
Inbound revenue recovery — 13 workflows
Quote Follow-UpTeamShift follows up on one real open quote at a time. It reconciles the exact quote, customer, consent, prior completed touches, replies, acceptance, decline, expiry, and opt-out evidence before deciding whether contact is due. Missing or conflicting current state stops the message. 15 steps in 4 minutes. Held before it could send a message in Messaging.Missed Call RecoveryTeamShift responds to a missed call without guessing who called or what happened. It matches the caller against supplied customer and outreach evidence, checks consent, opt-outs, line type, local contact hours, emergencies, and duplicate handling, then prepares one grounded response for a person to review. 20 steps in 6 minutes. Held before it could send a message in Messaging.After-Hours TriageWhen a message arrives after hours, TeamShift reads it the moment it lands, sorts it by urgency, and decides whether it is a true emergency. Real emergencies produce a grounded on-call page and a primary-to-backup escalation plan. That page has its own short approval checkpoint, separate from the customer acknowledgement, so the operator can see exactly who will receive it and what it says. When anything is unclear, TeamShift errs on the side of asking a human to review the emergency route rather than silently treating it as routine. 22 steps in 4 minutes. Held before it could send a message in Messaging.
Operations
Operations — 20 workflows
Document Intake & FilingTeamShift reads one exact text document from your approved OneDrive drop folder, confirms the source is complete, and prepares the filing decision: document type, counterparty, date, destination folder, and exact file name under your rules. 17 steps in 2 minutes. Held before it could create text file in OneDrive.Incident Intake & TriageWhen an IT/admin incident is reported — a monitoring alert fires, an employee emails in, calls, or fills out a portal form — this recipe triages it and, once you approve, creates and routes the incident ticket for you. 13 steps in 2 minutes. This run only reads and reports; it writes nothing back.Weekly Business DigestEvery week, this recipe pulls together your sales, finance, support, and staffing data into one short digest so you don't have to log into four different tools to know how your business is doing. 8 steps in 4 minutes. This run only reads and reports; it writes nothing back.
Where to go nextFull marketplace