All agents
Custom agents

Teach Teambridge a workflow once.

Turn the work your team repeats into a specialist that runs inside your rules, with the right data, tools, and permissions.

Live build

Scout verifies a CNA license

5 to 10s

Trigger

CNA certification uploaded

Read

Analyze file

Write

Expiry date + notes

Return

Approved or review

Worker cleared before onboarding stalls

Example workflow

Not a blank automation canvas. A specialist that knows what to do.

You define the trigger, scope, data, and tool access. The specialist handles the operational work inside those rules.

1

Worker uploads CNA certification

Scout wakes up from the document event.

2

Scout reads the file

Analyze file extracts name, authority, and expiry.

3

Teambridge writes the result

Expiry Date, AI Notes, and Check update automatically.

4

Your team sees the outcome

Approved, rejected, or routed for review.

Try the builder

Build from the same pieces your team configures in Teambridge.

Pick the record event, rule, specialist, action, tools, and data access. The preview becomes a real blueprint your operators can review.

Persona prompt

Prompt

Trigger record

Event

Condition

Action and tools

Live blueprint

Relay / Theo

SHIFT FILLING

Preview
TriggerShifts is cancelled
Only ifOpen shift under 4h
DoesEngage workers
RecordUsers (31 fields)

Persona prompt

You are Theo, a fast and reliable shift filling specialist responsible for matching open shifts with qualified workers, contacting the right pool, and returning the first valid claim.

Users

Read 10 / Write 9
First NameLast NameEmailPhoneSSN+5 fields

Shifts

Read 9 / Write 9
Start TimeEnd TimeClock In TimeClock Out TimeAssignee+4 fields

Scheduling Team

Read 4 / Write 0
First NameLast NameEmailPhone
EngageClaim ShiftPolicy MatchesSimulate conversation

Matches qualified workers, texts the best options, and returns the first valid claim.

$1,000 AI setup credits

Use this blueprint to claim credits toward configuring, testing, and launching your first Teambridge agent.

Trigger

Choose what wakes it up

An upload, record change, cancellation, submission, or any workforce event can start the automation.

Condition

Limit where it applies

Filter by document type, certification, state rule, worker profile field, or onboarding status.

Action

Describe the specialist

Auto-fill the persona, prompt, tools, target record, and workflow goal in seconds.

Data

Control access

Choose exactly what the agent can read, write, create, and use while it runs.

Conditions

Built for the documents frontline teams actually manage.

A custom agent can focus on one file type or a whole credential workflow. Scout, for example, can parse uploaded documents, extract expiry dates, write notes, and flag a check for review.

Driver's License / State IDTB Test ResultsBLS CertificationSocial Security CardCOVID-19 ResultsMississippi Background CheckCNA CertificationLPN CertificationRN CertificationAlabama Background Check

Documents

Data

Read

FileRequiredOwnerExpiry DateUploaded AtTagAI NotesCheckType

Write

Expiry DateAI NotesCheck

Users

Data

Read

First NameLast NameEmailPhoneOnboarding Stage

Write

No write access
Starting points

Start from a proven specialist, then make it yours.

Scout

ID Parser

Relay

Shift Filling

Tally

Timesheet Parser

Pulse

On My Way

Safe by design

Simulate before it runs.

Chat with the specialist in-place, using stubbed tools. No messages go out, no records update, and nothing happens until the workflow is ready.

See custom agents