The operating problem
Operational work gets stuck when the answer requires ERP records, custom system data, API lookups, file exports, and manual checks.
Solution Playbook
ERP and custom integrations
Connect ERP, custom databases, APIs, exports, and operating documents so OpenTeam can prepare controlled reports and exception queues.
Custom-fit
connectors and runbooks built around the customer systems that actually run the business
6
systems and data sources in the playbook
6
repeatable workflow steps before approval
4
control points for human review
Customer profile
Who this is for.
Companies with important workflows inside ERP, custom software, databases, spreadsheets, cloud accounts, and internal tools.
The OpenTeam outcome
OpenTeam reads the right systems, compares records, drafts corrections or reports, and sends changes through approval workflows.
Connected systems
What OpenTeam connects for this workflow.
Available connectors and built-on-request integrations are separated on purpose, so customers can see the current starting point and the custom scope for rollout.
2 Available 4 Built on request
Oracle NetSuite
Built on requestERP, financials, CRM, and operating records for business process workflows.
SAP
Built on requestERP, finance, procurement, inventory, and operational business data.
Sage Intacct
Built on requestAccounting and finance records for multi-entity operations.
PostgreSQL or database export
AvailableRead-only database inspection, query support, CSV exports, and data checks.
Custom API
Built on requestCustomer-owned API, admin system, property system, CRM, or line-of-business platform.
Operating docs
AvailableRunbooks, policies, templates, exports, and source files from shared folders.
Daily workflow
How the work runs.
These are the repeatable steps a customer can turn into a Team workflow, skill, or managed review process.
01
Map the system boundary
Document the source systems, records, permissions, approval owners, and actions OpenTeam may prepare.
02
Read across systems
Pull ERP, database, API, export, file, and email context into a controlled workspace.
03
Compare records
Find mismatches across orders, invoices, inventory, procurement, customer, finance, or operating data.
04
Prepare an exception queue
Group issues by owner, risk, source evidence, suggested fix, and approval requirement.
05
Draft reports and updates
Create admin reports, correction proposals, status summaries, and workflow notes.
06
Approve before writeback
Run create, update, delete, or external-send operations through the customer approval model.
Ask OpenTeam to
Copyable customer requests.
Compare ERP orders against the latest export and show mismatches that need operations review.
Build an exception queue from this database report, grouped by owner and suggested next action.
Draft an admin report explaining what changed this week across finance, inventory, and open issues.
Create a connector rollout plan for this custom system, including records, permissions, and approval gates.
Expected outputs
What the workspace produces.
Custom connector plan
Cross-system exception queue
Operations report
Correction proposal
Integration runbook
Approval controls
Where people stay in the loop.
Custom connectors should begin read-only unless the customer approves write scopes.
ERP and database writes require explicit approval and audit logging.
Generated reports should show the data sources used.
Permissions should be scoped by system, workspace, and user role.
Rollout path
How to start.
1
Start with one high-volume workflow and read-only source access.
2
Build a small connector or export path around the records needed for that workflow.
3
Add writeback, scheduling, and deeper automation only after exception review is trusted.
Related playbooks
Build the next workflow around it.
Accounting operations
Daily accounting and audit review
Run a morning review across QBO, bank activity, inboxes, receipts, OneDrive, SharePoint, and unresolved accounting follow-ups.
Campaigns to pipeline
Marketing and revenue operations
Bring campaign, lead, listing, commerce, review, and revenue context into a weekly operating rhythm.
Rent, repairs, notices
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.
OpenTeam prepares operational work inside a Team workspace. Customers remain
responsible for professional review, compliance decisions, and final approvals.
Talk to sales