SMBs
Bring customer email, financial records, shared files, and repeatable tasks into one place for the people running the business.
Start a workspace
Small and medium-sized businesses and their operating teams
From the first document to the final review.
OpenTeam prepares daily work lists, customer follow-ups, finance summaries, and working documents using the files and authorized apps the team selects.
Connect the task context
Select the relevant customer messages, business files, and authorized app records for the task.
Prepare the daily work
Summarize requests, identify missing information, and draft customer or supplier follow-ups.
Create reusable routines
Turn recurring reporting, invoice follow-up, and document preparation into reusable Team Skills.
Review and complete
Have the business owner review prepared work and approve the actions required for the task.
Useful work. Ready for your review.
Use only the records, accounts, and sources authorized for this task. The responsible professional reviews facts, calculations, citations, and final work product. External actions follow the team's selected approval mode and account permissions.
- Daily work list
- Draft customer follow-ups
- Business reporting pack
- Reusable workflow notes