TeamFlow
01
↓ / SPACE
The work platform that runs itself

Ship work.
Onboard clients.
Let agents do the rest.

TeamFlow is one workspace for issues, docs and client portals — with AI teammates that triage, build, and ship alongside your team.

Issues & cyclesWiki & pagesClient portalsAI agentsSlack 2-way
teamflow · agents
AI agents settings
teamflow · board
Project board
The big picture

Four products, one workspace

Everything is scoped to a workspace — and everything talks to everything. No bouncing between tools, no copy-paste between systems.

01 — PLAN

Project management

Issues, cycles, modules, initiatives across list, board, calendar & timeline.

02 — KNOW

Docs & wiki

A live, linked knowledge base with rich pages, diagrams and work-item embeds.

03 — SERVE

Client portals

Magic-link onboarding + a branded support desk your customers actually use.

04 — AUTOMATE

AI agents

Real teammates that pick up work, build, review and hand off — governed by you.

+ — CONNECT

Slack & MCP

Two-way Slack sync and a ~180-tool MCP surface to wire in anything.

+ — REACH

Mobile

Clients pick up their onboarding and file requests from any phone.

teamflow · /next/<workspace>
TeamFlow shell
For admins

Govern the whole platform

  • Members & roles — invite, scope, and permission every workspace.
  • AI governance — a shared Soul/SOP, per-agent budgets, and layered kill switches (workspace → project → agent → skill).
  • Skill & MCP registries — install a playbook or an MCP server once, enable it per agent.
  • Cost in the open — every agent run is metered, attributed, and capped.
settings · AI agents
Workspace AI agents admin

Workspace Settings → AI agents: roster, skill library, MCP-server registry, Workspace SOP.

For the team

Plan & ship at keyboard speed

  • One keystroke for everything⌘K palette, C quick-create, g-nav, no full reloads.
  • Four layouts, one dataset — list, board, calendar, timeline.
  • A rich task drawer — properties, sub-issues, links, activity and a live comment thread.
timeline
Timeline view
work item
Work item drawer
AI agents

Coworkers, not chatbots

Assign an agent to a work item like any teammate. It reads the context, does the work on its allowed tools, posts one structured outcome, and hands off.

  • Build HubSpot apps — agents drive the HubSpot MCP to scaffold, validate and deploy projects.
  • Ship features — a TeamFlow-skilled "Ada" agent edits code, runs tests, opens a PR — and waits for human review.
  • Safe by design — destructive actions need explicit approval; budgets & kill switches always apply.
settings · AI agents
Agent roster
IAMS2-1 · Ada — Full-stack Dev
# Cycle outcome: blocked — awaiting approval (by design)
What I did — investigated via get_workspace_members; no
matching user found. No mutation performed.
What's next — needs an explicit "approved to remove"
from an admin before I touch a real account.
Docs & wiki

A knowledge base that links back

  • Nested pages for the whole workspace and per project.
  • Rich editor — headings, lists, embeds, diagrams, and work-item references.
  • Two-way links — a page knows the work item it documents, and vice-versa.
pages
Pages tree
page editor
Page editor
Collaboration

Everyone on the same page — live

  • Realtime everywhere — comments, properties and boards update without a refresh.
  • Threaded comments + @mentions on every work item, with activity history.
  • Diagrams inline — Excalidraw boards embedded right in your pages.
diagram
Excalidraw embed
comments
Linked work item rail
Customer onboarding portal

Onboard clients on autopilot

  • Templates → projects — reusable step playbooks spin up a client onboarding in a click.
  • Magic-link, no account — clients complete steps, upload files and e-sign from one link.
  • You see everything in flight — and exactly who's blocking whom.
operator · dashboard
Portal operator dashboard
client · onboarding
Client onboarding portal
Client & support portal

A branded help desk that maps to work

  • Clients file & track requests — a clean, white-label support portal.
  • Tickets become work items — operators triage in TeamFlow; replies sync back.
  • SLAs, CSAT & structured intake built in.
operator · tickets
Operator support tickets
client · my requests
Client support requests
Mobile client

The portal, in their pocket

  • Responsive by default — the onboarding and support portals work on any phone.
  • Complete steps & reply on the go — uploads, approvals and messages, mobile-first.
  • Push-ready — web push keeps clients moving.
Client portal on mobile
Slack two-way sync

Work where your team already talks

TeamFlow and Slack stay in lockstep — no tab-hopping, no stale threads.

TeamFlow
Issues · comments · status · approvals
Slack
Create & triage from a message · /plane
  • Create from Slack — turn any message into a work item.
  • Updates flow back — comments & status changes post to the channel.
  • Per-user notifications — DMs that respect each person's settings.
One platform

Plan. Document.
Onboard. Automate.

TeamFlow replaces the project tracker, the wiki, the onboarding tool and the support desk — and gives your team AI coworkers to run it.

4-in-1
tracker · wiki · portals · agents
~180
MCP tools to automate on
2-way
Slack & client portals
0
tabs you need to leave
Self-hostedWorkspace-scopedAI-nativeWhite-label portals