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Workflow Builder

Automation for Repeatable operations.

Add-on
$18
per user / month

Work that does itself. Simply brilliant.

Imagine turning off all those small, manual tasks in your business. TeamGrid’s Workflow app does exactly that. A visual canvas that makes complex processes as easy as drawing on a whiteboard. And if you don't even want to draw, just describe what you need to the AI. Reclaim hours of productive time for your team every single day.

Everything works in perfect harmony.

Whether it’s sending emails, updating CRM entries, generating PDFs, or making decisions—every step in your process becomes a simple building block. You don't need to write a single line of code to create powerful workflows. From basic approvals to complex, company-wide systems: you set the rules, and TeamGrid executes them with absolute precision. Every time, without human error.

Magic that happens at the right moment.

Great automation feels like someone is thinking ahead. A new project begins? The workflow creates all the necessary tasks. A deal is won? The invoice is automatically generated and sent. TeamGrid recognizes the exact moments that matter—whether it's a submitted form, a specific time of day, or an action in your CRM. Ensuring nothing gets left behind and processes start moving instantly.

You speak. AI builds.

The future of automation doesn’t need manuals. Just tell our AI in your own words what you want to automate: 'When a new lead comes in, send them a welcome email and create a task for sales.' Within seconds, a complete, fully functional workflow appears on your canvas. You can review it, tweak it, and take it live with one click. It’s like having a personal developer who never sleeps.

Thinking ahead. From draft to live.

To make sure everything runs smoothly, TeamGrid thinks ahead for you. As you build, the system checks your workflow in the background and instantly highlights any missing details. For the perfect start, you also get clever templates for everyday processes. Still experimenting? No problem. Thanks to built-in versioning, you can roll back to a previous state at any time. Take the step from draft to reality, and bring your processes to life.