Automation & AI

Operational maturity requires more than good tools — it requires those tools to behave consistently without depending on someone remembering to do something. Manual steps multiply faster than headcount. Copying data between systems, chasing approvals through email, and repeating the same notifications drain energy that should go to customers and product. The Automation & AI category in TeamGrid brings three systems together so the platform can carry the operational load: automated processes, intelligent assistance, and a developer layer for every edge case that needs custom logic.

Workflow Builder is the process automation engine. A BPMN-inspired drag-and-drop canvas with 17 node types covers everything from simple approval chains to complex parallel processes: Start, End, Timer, Webhook, Schedule, Human Task, Automation, Email, Notification, Script, AI Analysis, External Form, PDF Generate, Decision (XOR), Parallel (AND), Multi-Select (OR), and Subprocess. Fifteen-plus trigger types fire automatically on workspace events — task completion, deal stage change, invoice payment, timer expiration, and more. The AI wizard builds complete multi-step workflows from a plain text description in six structured phases — intent analysis, process mapping, structure generation, node configuration, refinement, and finalization — without requiring any process design expertise. Version control tracks every workflow change; execution history logs every run; when a process touches money, customers, or compliance, that audit trail is not optional.

AI Assistant is the intelligence layer across the entire workspace. Twelve specialized agents handle intent routing automatically — a question about a client activates the CRM agent; a question about upcoming deadlines activates the planning agent; a request to log time activates the time tracking agent. 70+ workspace tools enable the AI to act, not just answer: create tasks, update project status, log time entries, search files semantically, summarize projects, and navigate the UI. The Gemini Live voice mode provides bidirectional real-time audio with interruptible turns — hands-free operation for field work, commutes, or complex data review. Semantic search with RAG and type-colored source cards lets every AI answer be verified against real workspace data, not hallucinated from training data. Persistent sessions with naming and sidebar organization mean no context is lost between conversations, across devices.

Developer closes the loop for teams with custom integration needs. Over 100 REST API endpoints across 19 resource groups expose every entity in TeamGrid programmatically. API keys carry granular scope permissions across 13 groups — read or write access for tasks, CRM, finance, time tracking, HR, and more — so integrations get exactly the access they need and nothing more. Over 30 webhook event types deliver real-time signed notifications (HMAC-SHA256) to external systems, eliminating polling entirely. OAuth 2.0 registration supports building integrations that any TeamGrid customer can authorize through standard flows. The MCP Server connects Claude Desktop, Cursor, Windsurf, and other AI tools to your workspace with a single credential. An interactive Live Try-It Playground in the documentation lets developers test real requests against real data before writing a single line of code.

Used together, these three apps define what operational extensibility looks like: standard processes run automatically without human triggers, intelligence amplifies every decision with workspace context, and every edge case has a controlled, auditable, maintainable escape route — not a workaround that only one person understands.