Team Workflow OS — SaaS Platform for Designing, Automating, and Optimizing Team Processes
Team Workflow OS unifies process design, no code automation, and performance optimization into one secure workspace, enabling cross functional teams to map workflows, orchestrate tasks, integrate tools, measure outcomes, and continuously improve operations with governance, visibility, and scale across the entire organization.
About Team Workflow OS
We are a product led team of process, automation, and reliability experts dedicated to helping organizations operate with clarity and speed. Our platform transforms scattered work into governed workflows, enabling measurable improvements, sustainable adoption, and confident scale across complex environments.
Unified Workspace
Bring teams, workflows, documentation, and data into one secure space where stakeholders collaborate in real time. Avoid context switching by designing processes, launching automations, reviewing dashboards, and enforcing permissions without leaving the platform, ensuring transparency, accountability, and speed in every operational cycle.
Read more
Modular Architecture
Adopt only the capabilities you need, when you need them, with a modular feature set that scales from a single team to enterprise wide adoption. Activate design, automation, integrations, and analytics incrementally while maintaining consistent governance, version control, and performance across every deployed workflow.
Read more
Governed Change Management
Control updates with draft environments, approval gates, and deployment windows that prevent disruption. Stakeholders review proposed changes, run test data, compare outcomes, and schedule releases, ensuring every new rule, form, or integration is validated, documented, and audit ready before it reaches production users.
Read more
Drag-and-Drop Modeling
Sketch workflows with steps, gateways, timers, and data inputs using an intuitive canvas. Attach forms, SLA targets, and ownership rules to each node, transforming diagrams into runnable blueprints that guide execution, reduce ambiguity, and ensure the same process runs consistently across teams and regions.
Reusable Templates and Patterns
Accelerate delivery with curated templates for approvals, onboarding, change requests, incident triage, and recurring reviews. Clone, adapt, and version these patterns to match department specific needs, ensuring faster rollout, reduced errors, and measurable alignment with organizational standards and regulatory requirements.
Role and Permission Mapping
Define who can view, edit, approve, or deploy each workflow using fine grained roles. Map responsibilities to teams, groups, or identity provider attributes, ensuring sensitive steps remain restricted, change proposals are accountable, and every action is captured in the platform’s detailed audit history.
Automation Engine
Automate repetitive tasks with no code rules, event driven triggers, scheduled jobs, and human in the loop checkpoints, reducing manual work while preserving control, context, and accountability wherever expert review or compliance oversight remains essential to business outcomes.
Professional Services
Accelerate results with expert assistance tailored to your goals. Our consultants blueprint processes, implement automations, connect systems, and establish governance, ensuring your organization realizes measurable value quickly while building internal capability to sustain continuous improvement long term.
Onboarding and Process Blueprinting
Kickstart adoption with facilitated workshops that translate your current procedures into executable workflows. We map roles, SLAs, and data sources, configure environments, and launch prioritized automations, delivering a validated foundation that teams can expand confidently and independently afterward.
,800
Custom Automation and Integration Development
Extend the platform with bespoke rules, connectors, and event flows aligned to your architecture. We design resilient interactions, handle edge cases, and document patterns so your teams inherit maintainable assets that scale without introducing brittle dependencies or hidden operational risk.
,800
Analytics and Process Mining Enablement
Reveal bottlenecks and quantify impact with tailored dashboards, data pipelines, and process mining configurations. We establish KPIs, run baseline analyses, and coach teams on experiment design, turning insights into an iterative roadmap that steadily improves cycle times and quality.
,800
Workflow Orchestration
Coordinate multi step, cross team processes with dynamic routing, SLA tracking, dependency handling, and exception management that keep work moving forward, even when requirements change, volumes spike, or approvals involve multiple stakeholders across time zones and business units.
Dynamic Routing and Branching
Route work based on data values, workload, skills, or risk scores. Dynamically adjust paths when conditions change, automatically reassigning tasks and recalculating deadlines to keep throughput high while honoring policy constraints, capacity limits, and stakeholder availability across distributed teams.
SLA and Escalation Management
Define service targets, breach thresholds, and escalation chains for every step. Monitor progress in real time with color coded indicators and automatic handoffs, ensuring commitments are met, blocked items are surfaced early, and leadership receives proactive alerts before customer experience is impacted.
Exception and Rework Handling
Capture deviations systematically with structured rework loops, remediation tasks, and root cause fields. Maintain traceability from exception to resolution, enabling analytics to highlight patterns, drive corrective actions, and ultimately reduce recurrence through targeted training, better templates, and refined automation logic.
Integrations and APIs
Connect your existing tools using native connectors, REST APIs, and webhooks that sync data, trigger actions, and keep records aligned so each workflow remains accurate, timely, and complete without duplicate entry or brittle copy and paste routines.
Data and Analytics
Measure performance with operational dashboards, process mining, and experiment tracking that reveal bottlenecks, quantify cycle times, and validate improvements, enabling leaders to make evidence based decisions and prioritize investments that deliver measurable, sustainable operational impact.
Operational Dashboards
Visualize throughput, backlog, SLA compliance, and workload distribution in real time. Drill into teams, steps, or individual processes to identify friction and rebalance resources, ensuring leaders see the precise levers that will unlock faster delivery and higher quality outcomes across the organization.
Process Mining and Path Analysis
Analyze execution logs to discover actual process variants, hidden loops, and rework drivers. Compare as designed flows with as executed behavior, quantify deviations, and prioritize fixes that reduce waste, shorten cycle times, and prevent recurring exceptions before they impact stakeholders or customers again.
Experimentation and A/B Checks
Safely test alternative steps, messages, or SLA thresholds in controlled cohorts. Track statistically significant outcomes and commit proven changes at scale, giving teams a rigorous method to improve workflows continuously without risking service quality or compliance obligations during the learning period.
Collaboration and Communication
Enable teams to coordinate work with comments, mentions, shared views, and targeted notifications that reduce email noise, keep context attached to tasks, and ensure the right people are engaged at the right moment with complete visibility.
Contextual Comments and Mentions
Discuss work directly on tasks and workflow steps, preserving history alongside decisions. Mention individuals or groups to clarify ownership, attach files for evidence, and resolve ambiguities quickly, ensuring that critical context is never lost across channels or forgotten in disconnected communications.
Targeted Notifications and Subscriptions
Minimize noise by subscribing to specific workflows, steps, or SLA events. Users receive timely, actionable updates with deep links back to the exact context, enabling faster responses, fewer missed deadlines, and more reliable handoffs between functions that collaborate on shared outcomes.
Shared Views and Stakeholder Portals
Create curated views for executives, auditors, partners, or customers without exposing sensitive details. Share status, metrics, and next steps securely, building trust through transparency while maintaining rigorous access controls and ensuring compliance with data privacy and contractual obligations.
Security and Compliance
Protect data with enterprise grade security, encryption, identity controls, audit logs, and regional hosting options that help your organization meet regulatory requirements while maintaining agility and efficiency across critical business processes.
Identity, SSO, and Access Controls
Integrate with your identity provider for SSO, SCIM provisioning, and role based permissions. Enforce least privilege access, MFA, and session policies so only authorized users can view, modify, or deploy workflows, and every action is attributed, reviewable, and fully auditable.
Encryption and Data Protection
Use encryption in transit and at rest with rigorous key management. Isolate environments, redact sensitive fields, and apply data retention policies to meet internal and regulatory requirements, ensuring sensitive information remains protected without hindering collaboration or analytic insight across teams.
Audit Logging and Evidence Trails
Capture immutable records of configuration changes, task updates, approvals, and deployments. Export structured evidence for auditors and regulators, proving policy adherence and enabling rapid investigations that reduce risk while preserving operational momentum during high scrutiny periods.
Scalability and Performance
Rely on a cloud native architecture engineered for high availability, global performance, and elastic scaling so your workflows stay responsive and resilient during peak loads, new launches, or rapid organizational growth.
Elastic Infrastructure
Scale compute and storage dynamically based on workload. Large batches, spikes, and seasonal surges are absorbed automatically, maintaining fast response times while keeping costs efficient through intelligent resource allocation and proactive capacity planning driven by usage telemetry.
High Availability and Resilience
Deliver consistent uptime with redundancy across critical services and automated failover. Health checks, rolling updates, and chaos testing ensure continuity, while clear status communications keep stakeholders informed during maintenance windows or rare incidents that require attention and mitigation.
Global Regions and Data Residency
Choose hosting regions to meet latency and compliance needs. Keep data close to users while respecting residency regulations, enabling multinational teams to collaborate effectively without compromising security, privacy, or the performance required for time sensitive business processes.
Onboarding and Adoption
Get started quickly with guided setup, expert training, and success playbooks that accelerate time to value, build internal champions, and embed continuous improvement habits across your teams and processes.
Use Cases by Team
Explore proven workflows for operations, sales, HR, finance, IT, and customer success that standardize work, reduce bottlenecks, and enhance collaboration while preserving flexibility for team specific requirements and metrics.
Sales Operations and Deal Desk
Automate approvals for pricing, discounts, and non standard terms. Route requests to legal, finance, and leadership with SLA tracking and clear audit trails, accelerating deal cycles while enforcing policies that protect margin and reduce contractual risk across complex opportunities.
HR Onboarding and Offboarding
Standardize new hire provisioning, training, and equipment assignments with cross functional tasks for HR, IT, and facilities. Automate reminders, verify compliance documents, and ensure timely system access changes during transitions, improving employee experiences and reducing security exposure.
IT Service and Change Management
Coordinate ticket triage, incident response, and change approvals with risk scoring, maintenance windows, and rollback plans. Integrate monitoring, chat, and CMDB systems to keep records synchronized, decisions documented, and service levels consistently met across distributed technology teams.
Change Management and Governance
Ensure safe, controlled evolution of your workflows through approvals, testing environments, and version history that protect reliability while enabling rapid iteration and continuous improvement.
Drafts, Tests, and Safe Releases
Create drafts for proposed changes, validate them against sample data, and run simulated paths to detect regressions early. Schedule releases during low risk windows and automatically notify affected teams so transitions are efficient, predictable, and fully documented for future reference.
Policy Controls and Segregation of Duties
Enforce separation between design, approval, and deployment roles to reduce risk. Apply mandatory peer reviews, change tickets, and evidence capture, ensuring that no single individual can introduce unreviewed modifications to critical workflows that affect compliance or customer commitments.
Versioning and Rollback
Track every iteration with clear diffs, tags, and release notes. Revert quickly to prior stable versions when needed, restoring service while investigations proceed, and preserve a complete lineage that supports audits, knowledge transfer, and transparent learning across teams.
Pricing and Plans Overview
Understand available plans, value drivers, and upgrade paths so you can start small, scale confidently, and align spending with outcomes while maintaining predictable governance, performance, and support coverage at each stage of adoption.
