Enterprise process automation your team can build without writing code.
Regulated businesses run on approvals, routing, and escalation chains. Most teams still manage these through email and shared spreadsheets. TeamSync gives you a visual workflow designer that lets anyone build and launch enterprise process automation without writing a single line of code.
Design workflows visually, deploy them instantly.
The no-code Trigger and Action builder lets you map out any approval chain, routing rule, or escalation path without writing a single line of code. When a file is uploaded, summarize it, extract the invoice number, and email it to Finance. That is the kind of document-driven workflow automation you can build in minutes. Changes go live immediately. No deployment queues, no waiting on IT.
- No-code visual builder for any approval chain
- Changes deploy immediately with zero queues
- Trigger on any document event in the repository
Folder agents that act the moment a document arrives.
Attach an AI-powered Folder-Based Agent to any folder in the repository. When a document lands, the agent reads it, classifies it, extracts the relevant metadata, and kicks off the right workflow. An invoice goes to AP. A signed contract goes to Legal. A safety report goes to Compliance. Your document workflow management runs itself on your behalf. This is automation that does not depend on someone remembering to forward an email.
- AI agents triggered the moment a document lands
- Automatic classification and metadata extraction
- Routes to the right team without anyone forwarding an email
Turn frequently used documents into dynamic templates.
The Templatization Engine converts your most used documents into reusable, dynamic templates. Select a template and let the AI fill in the variables. Auto-generate new contracts, reports, or letters in seconds without starting from scratch. Your team stops reformatting the same spreadsheet every month and starts working from a single, governed source.
- Reusable dynamic templates from your most-used documents
- AI fills in variables automatically from connected data
- One governed source replaces hundreds of reformatted copies
Co-author documents in real time without leaving the platform.
TeamSync Editor lets your team co-author Microsoft Word, Excel, and PowerPoint files simultaneously, directly inside the secure TeamSync interface. No emailing attachments back and forth. No version confusion. Everyone works on the same file at the same time with changes visible instantly. Workflows that need multiple sign-offs can move from draft to final in a single session.
- Co-author Word, Excel, and PowerPoint inside the platform
- No emailing attachments back and forth
- Multiple sign-offs resolved in a single session
What your team actually gets.
90% faster approvals
Automated routing with SLA trackers and escalation rules cut average approval times from days to hours across regulated workflows.
Zero manual follow-ups
SLA trackers and escalation rules mean your team stops chasing approvals and starts working on higher-value tasks.
Audit-ready from day one
Every workflow action writes to the tamper-evident audit trail automatically. No separate logging. No missing records.
How real teams use this every day.
Global bank cuts invoice approval time by 85%
A tier-1 bank deployed automated routing with SLA trackers across 75 departments and 9 countries.
Hospital network automates credentialing across 40 facilities
Credentialing workflows for new hires and external providers complete in under 10 days with full regulatory traceability.
Aerospace supplier eliminates paper-based change orders
Every change in the workflow now routes with incremental controls and a built-in audit trail, ending paper-based change processes.
30 minutes with a solutions engineer who already speaks your industry.
No pitch deck. We will either show you a clear path forward or tell you we are not the right fit. Bring the toughest question on your desk this week.