Connected systems
Available connectors and built-on-request integrations are separated clearly, so customers know what exists and what can be developed for them.
Solution playbooks
Concrete AI workflows for professional teams.
Each playbook shows the systems to connect, the daily workflow, what OpenTeam prepares, and where human approval stays in control.
11
solution playbooks with their own detail pages
46
available app connections referenced across the playbooks
18
built-on-request system connections for customer-specific rollouts
2
customer case study playbooks documented from real operating workflows
Start here
Choose the workflow your customer already feels.
These are operating pages, not broad capability claims. Each one explains the connected systems, repeatable steps, outputs, approvals, and rollout path.
Solution Playbook
Daily accounting and audit review
Run a morning review across QBO, bank activity, inboxes, receipts, OneDrive, SharePoint, and unresolved accounting follow-ups.
Every day
transactions, receipts, AP, AR, and unresolved follow-ups reviewed before the day starts
Solution Playbook
Legal workflows
Move from matter intake to source-backed research, draft client communications, closing checklists, deadline reviews, and lawyer-approved work product.
Lawyer review
required for legal outputs, client communications, notices, research conclusions, and filing decisions
Case Study Playbook
Ecommerce warranty price operations
Use OpenTeam to prepare a Vesta price-list workbook, calculate warranty add-on prices, and sync existing Shopify warranty variants after a controlled dry run.
Dry run first
Shopify warranty price changes are reviewed with match counts, fallback matches, missing variants, and changed prices before write
Case Study Playbook
Property management operations
A property management company uses OpenTeam to take over tenant email, match rent against the property system, prepare soft reminders, coordinate repairs, and manage recurring lease notices across 100+ units.
30 min/day
target review time for one operator across 100+ rental units after OpenTeam prepares the exception queue
Playbook directory
Organized by the work, not by generic AI features.
Use this directory with customers during discovery. Pick the closest operating pain, then open the detail page to show exactly what the workspace will do.
Accounting and audit
Daily review, QBO close, reconciliation, source support, and finance approval queues.
Accounting operations
Daily accounting and audit review
Run a morning review across QBO, bank activity, inboxes, receipts, OneDrive, SharePoint, and unresolved accounting follow-ups.
QuickBooks OnlineBank feed or payment exportGmailOutlook Mail
QuickBooks workflows
QBO close and reconciliation
Use QuickBooks Online as the source ledger while OpenTeam assembles close packets, reconciles records, and prepares accountant review queues.
QuickBooks OnlineBank and credit card feedInvoice and receipt filesPayroll or export files
Legal
Matter intake, source-backed research, client drafts, closing checklists, and lawyer review.
Property management
Rent matching, tenant reminders, maintenance dispatch, lease notices, and owner summaries.
Ecommerce
Shopify, Amazon Seller, workbook-driven pricing, warranty variants, and dry-run approvals.
Email and documents
Inbox triage, OneDrive and SharePoint document work, scheduling, and follow-up control.
Inbox to action
Email operations
Turn Gmail and Outlook threads into sourced answers, draft replies, task handoffs, and follow-up logs.
GmailOutlook MailQuickBooks OnlineCRM
Files to workflow
OneDrive and document operations
Search, read, summarize, organize, and produce work from OneDrive, SharePoint, Google Drive, Office files, PDFs, and email attachments.
OneDriveSharePointOffice documentsGoogle Drive
Meetings and reminders
Calendar and scheduling
Prepare meetings, propose times, draft agendas, manage follow-ups, and keep recurring reminders tied to source context.
Google CalendarOutlook CalendarGmail and Outlook MailMicrosoft Teams
Revenue and communication
Campaign reports, lead triage, customer messaging, CRM context, and approved outbound drafts.
Campaigns to pipeline
Marketing and revenue operations
Bring campaign, lead, listing, commerce, review, and revenue context into a weekly operating rhythm.
Google AdsGoogle Business ProfileHubSpot or SalesforceShopify
Approval-based sends
Messaging and customer communication
Coordinate customer and internal communication across SMS, chat, email, and CRM while keeping outbound messages under review.
TwilioWhatsAppMicrosoft TeamsSlack
Integrations
ERP, databases, APIs, exports, and customer-specific systems built around real workflows.
Page structure
Every page is a customer-use guide.
The goal is to make implementation feel concrete: what connects, what OpenTeam prepares, what comes out, and what a person approves.
Daily workflow
Each playbook has concrete steps, copyable requests, expected outputs, and a practical rollout path.
Approval controls
External messages, accounting writes, file changes, calendar invites, legal outputs, and property notices stay reviewable before action.
Case study playbook
Property management company: 100+ units in a 30-minute daily review.
OpenTeam prepares the rent, repair, reminder, and notice queue so one person can review 100+ units in about 30 minutes a day instead of manually checking every mailbox and system.
1 person
reviews the daily exception queue instead of checking every unit manually
30 min
target daily operating time after rent, repair, and notice queues are prepared
Triage tenant and owner email
Group messages by property, unit, tenant, owner, urgency, and required action.
Match rent status
Compare rent deposits, ledgers, accounting records, and tenant claims to identify unpaid, partial, or mismatched units.
Draft soft reminders
Prepare polite rent reminders with unit, amount, due date, latest payment context, and review status.
Coordinate repairs
Classify broken-item reports, collect photos, check urgency, and draft vendor or staff dispatch notes.
Prepare annual notices
Watch 12-month windows and draft rent increase notices or lease reminders for human review.
Report exceptions
Prepare the daily owner or manager summary with only the items that need a decision.
Rollout model
Start with one high-volume workflow, then add systems.
OpenTeam rollout usually begins with one Team workspace, selected connectors, a small set of repeatable prompts or skills, and approval rules for external actions. As the workflow proves value, customer-specific connectors can be added around the actual systems in use.
Integration labels
Available
An app or system already represented in the OpenTeam connector catalog.
Built on request
A planned, custom, export-based, or customer-specific integration that can be scoped during rollout.
OpenTeam prepares work and connects systems; customers remain responsible for
professional review, compliance decisions, and final approvals.
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