Microsoft Teams
A Microsoft Teams AI agent that turns requests into finished work
Businesses on Microsoft 365 often run the day in Teams: a channel for the office, one for the field crew, a chat with the bookkeeper. TeamShift connects to Teams so work asked for there reaches an AI worker that can act in Outlook, OneDrive, QuickBooks, and your CRM. The Operations lead posts a morning brief and follows up on open tasks. Other workers report progress and request approvals in the channel you choose. You decide in Company Brain which teams and channels may be read. Customer messages and calendar changes wait for your OK.
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Microsoft Teams: the short answers
What can an AI agent do in Microsoft Teams?
An AI agent in Microsoft Teams can post daily briefs, take task requests, report progress, and collect approvals. Microsoft's Copilot in Teams recaps meetings, summarizes chats, and pulls out tasks. TeamShift handles what happens next: the follow-up email from Outlook, the invoice in QuickBooks, the interview on the calendar, with anything customer-facing waiting for your approval.
How does TeamShift compare with Copilot in Teams?
For meetings and chat, Copilot in Teams is the better fit: intelligent recaps, action items, and catching up on long threads. It requires a Microsoft Copilot or Teams Premium license for recaps. TeamShift takes on whole jobs across apps that run for days, like quote follow-up or collections, and it bills by usage instead of per seat.
Can field staff use TeamShift through Teams?
Yes, if they are in the channels you connect. A crew lead can post that a job is done, and the Finance worker can prepare the invoice for your approval. The Operations lead tracks open items and nudges in the channel when something is waiting. You control who can hand off work and who approves.
Who does what
The jobs your team takes
Operations lead
- Posts a morning brief in your office channel in Teams and keeps a running task board of what was asked and what got done.
- Picks up 'job finished' posts from the field channel and starts the invoicing and review-request steps.
Support worker
- Posts customer emails that need a decision into Teams with a drafted reply, so the right person can approve or edit it.
Finance worker
- Prepares the QuickBooks invoice when a crew lead marks a job complete in Teams, and asks you before sending it.
People worker
- Shares onboarding checklists for new hires in Teams and tracks which documents are still missing.
Research worker
- Answers questions in a Teams chat about vendors or materials pricing, with sources attached.
Stays with you
What never runs without you
- Approving customer emails, invoices, and calendar invites
- Which teams, channels, and chats may be read
- Who can assign work and who approves
- Anything posted to guests or external participants
Anything that sends, pays, publishes, or deletes waits for your OK, and every step is recorded. How approval works.
By the numbers
The numbers behind it
- Copilot in Teams: Teams intelligent recap, with AI notes, tasks, and mentions after a meeting, requires a Microsoft 365 Copilot license or Teams Premium.
FAQ
Questions owners ask
Do I need Copilot licenses for TeamShift?
No. TeamShift connects to Teams separately and is billed by usage, not per seat.
Does TeamShift join my Teams meetings?
TeamShift works with messages, tasks, and the apps behind them. Copilot is the better choice for meeting recaps.
Can it read our files in OneDrive or SharePoint?
If you connect OneDrive and allow specific folders in Company Brain, workers can use those documents.
Where are approvals recorded?
Every approval and action is recorded in TeamShift's audit trail, whichever app you approve from.
Pricing
Pay by usage, not per seat
Creating your workspace is free. The work your team runs is billed at 3x its compute cost, quoted with a maximum before it starts. No subscription, no seats, no per-job products. See pricing.