FREVENDDiscuss your task

Teamleader AI integration

Teamleader Focus has its own AI for writing text. We connect it to everything else: email, documents and planning, so deals, quotes and projects update themselves.

Discuss your task

You email us the task, we suggest two time slots. 30 minutes, free. [email protected]

Teamleader AI integration
Example
In

Customer email with a changed schedule and a new address

Out
  1. Deal found in Teamleader Focus
  2. Delivery address updated (pending approval)
  3. Project planning: 2 tasks moved
  4. Summary note added to the customer record

Works with

  • Teamleader Focus
  • Teamleader Orbit
  • Outlook
  • Exact Online

Where a person decides

  • Changes to amounts or contracts are approved by a colleague.
  • Everything stays traceable in the customer record history.

How a pilot works

  1. 1

    Call

    30 minutes, free. You show us one task that takes time.

    → A task worth automating

  2. 2

    Workshop

    With your team we pick the task where AI pays off first. You get a plan and a fixed price.

    → Plan and fixed price

  3. 3

    Pilot

    A few weeks on your own documents, with a version your colleagues actually use. We time the task before and after.

    → Numbers to decide on

  4. 4

    Rollout

    Connections, security and training. Code, prompts and data stay yours. You can stop after the pilot.

    → In daily use

Questions

Focus or Orbit?

Both. Focus for sales, quotes and projects; Orbit for agencies. The connection differs per edition.

Why not just use the AI inside Teamleader?

It writes text inside Teamleader. We connect Teamleader to email, documents and your other systems.

Other areas