👋 Get to know Team Assistant
Team Assistant (TAS) is a low-code platform for internal company processes, workflows, and automation. It lets you build your own forms, detailed workflows, roles, approvals, and AI assistants without developing an entire system from scratch — and it runs in your own environment, not just as an external cloud service.
TAS is designed so that solutions can be built quickly not only by developers, but also by more technically minded administrators, consultants, or anyone who likes to experiment with automation and AI.
This article gives you a quick overview of what TAS can do, how it thinks, and what is worth knowing before you install it.
What Team Assistant can do
TAS combines forms, workflows, tasks, documents, automation, and AI integration in one place — things companies often handle across several separate tools.
It is typically a good fit for internal processes such as:
- approvals (leave requests, purchases, invoices, travel orders),
- requests and records (contracts, employee onboarding, IT requests),
- intake and processing of submissions (orders, complaints, email requests),
- internal portals and self-service forms,
- AI workflows and automation over company data,
- any recurring process that today runs through email, Excel, or chat.
AI and automation without complex integration
One of the most powerful parts of TAS is the ability to plug AI into everyday company workflows very easily.
You can use AI, for example, for:
- analysis of emails and documents,
- automatic categorization of requests,
- generating replies and summaries,
- processing internal knowledge and documentation,
- data validation and decision logic within workflows,
- custom AI assistants over your processes.
TAS supports common AI APIs as well as local models, so you can combine cloud services with your own on-premise operation wherever you need to keep data under your control.
Thanks to ready-made integration mechanisms, AI can be embedded directly into workflows without complex programming.
How Team Assistant thinks
To get your bearings in TAS quickly, you only need to know three basic concepts. Most work in TAS revolves around them:
Concept | What it is |
Template | The blueprint of a process — it defines the forms, individual steps, roles, automations, and rules. |
Case | One specific run of a process (e.g. a single leave request or order). |
Task | A specific step assigned to a user or role — an approval, data entry, a check, or an automated action. |
Simply put: a template is the blueprint, a case is its specific run, and tasks are the individual steps a case moves through.
The system also includes detailed management of roles and permissions. You can define precisely:
- who sees which data,
- who can approve specific steps,
- which forms and parts of the system are available to individual roles,
- how cases are automatically handed over between teams.
Key features
Graphical form builder | You assemble forms and case detail visually using drag-and-drop, with no programming required. |
Workflow and automation | Processes can be connected to email, APIs, external systems, or AI services. |
Mobile app | Users can handle tasks, approvals, and notifications from their mobile phone too. |
AI ready | Easy connection to common AI services as well as local models running in your own infrastructure. |
Runs in your own environment | The installation is under your control — on-premise, in your company infrastructure, or in a private cloud. |
A sustainable long-term platform | TAS is a continuously developed product with an active development team, regular updates, and long-term roadmap. |
Who TAS is for
TAS is suited mainly for companies, technical teams, and people who want greater control over their processes and the ability to adapt the system over time.
It is a particularly good fit where:
- you want to keep sensitive data and workflows under your own control,
- you need to create internal applications and processes quickly,
- you want to experiment with AI over your own company data,
- you need a system that can be extended and adjusted over the long term,
- you do not want to be limited to a single SaaS tool.
What is worth knowing before installation
- Free for up to 5 users. You can start at no cost and move to a paid license only when you want to grow.
- Installation in your own environment. TAS runs in your infrastructure using common virtualization platforms.
- The license is tied to a URL. After installation you request a license for the specific URL of your instance.
- Room to grow. The default is a 30-day trial that can be extended; for production use you can switch to a production license.
What's next
Now that you know what TAS is, the next step is to verify your environment and install it. Continue to System requirements and then to Installing Team Assistant.
Updated
by Frantisek Brych