Work lives in too many places
Outlook, Slack, Teams, Trello, ClickUp, OneDrive, and personal ChatGPT accounts. Nobody has one source of truth, so status lives in people's heads.
TeamOS · 90-day engagement
Upgrade the people who run the company. Then install the system they actually use.
TeamOS is a Team Operating System we design around your leaders, prove with the operator first, then train the team on. Claude is the intelligence layer. ClickUp holds the work. Granola turns meetings into action.
The reality
The operator is the operating system.
In a growing company, one person gathers the updates, chases the work, briefs the CEO, and translates every meeting into the next action. That leaves almost no room for strategic work.
The CEO asks, another meeting appears
Leadership wants visibility without more calls. Instead, the operator spends the week assembling updates, then the priorities shift again.
Meetings do not become owned work
Calls get recorded. Notes sit in a folder. Tasks never land with an owner, a date, and a status the whole team can see.
Leaders have not used the system
The team is asked to adopt tools the leadership team has never sat in. Sponsorship stays theoretical, so adoption dies.
Reporting is a weekly reconstruction
Dashboards are rebuilt in slides. They are already stale. There is no live picture of what is blocked, overdue, or waiting on someone.
Good work cannot be repeated
The voice, the deck, the brief, the SOP live in one person's style. Nothing is encoded, so every output starts from zero.
TeamOS
Your tools, wired into one intelligence layer.
This is not a pile of licences. Work comes in from the tools the company already uses. Claude reads it as one picture of the company, does the work, and writes it straight back into the same tools.
01Inputs
Work comes in from the tools the company already uses
Communication
Messages, calls and email, so conversation reaches Claude without anyone rewriting it.
- Slack
Outlook
Teams
Coordination
Tasks, projects and meeting notes, so a conversation becomes the next action.
- ClickUp
- Trello
- Granola
Creation + files
Documents, data and assets, so everything the company makes looks like the company.
Word
Excel
PowerPoint
OneDrive
SharePoint
02Complex connections
The wiring that isn't a simple login.
- Custom MCP
- Industry tools
- In-house systems
- Cross-system flows
03Context fabric
A persistent, structured understanding of your work and company
- Conversations
- Files
- Tasks
- Meeting transcripts
- Company data
- Your context
04Intelligence and orchestration
Claude
Reasons across your company context, decides what to do, calls the right tools, does the work and sets up the next action.
Understands context
People, projects, history, priorities
Uses tools
Calls plugins and triggers workflows
Takes action
Creates outputs and writes back
Runs in the background
Scheduled tasks, briefs, reporting
Skills registry
Voice, style and repeatable workflows, so the output looks like the company whoever made it.
Plugin router
Picks and uses the right tools, including custom connections to your own systems.
Scheduled task engine
Briefs, recaps, reporting and monitoring that keep running when nobody is in the chat.
05Outputs
Work writes back into the same tools
Communication
Replies and updates land back in the channels the team already lives in.
- Slack
- Outlook
- Teams
Coordination
The next action writes back into tasks, boards and the meeting record.
- ClickUp
- Trello
- Granola
Creation + files
Documents, decks and reports come out on brand, in the files the team already uses.
- Word
- Excel
- PowerPoint
- OneDrive
- SharePoint
Writes back into the same tools · closed loop
- Your work
- Connected.
- Your context
- Amplified.
- Your company
- In motion.
How it comes together
A meeting becomes work. Work becomes a brief.
Company operating loop
Beat 1 of 4
A conversation happens
Recording
Weekly leadership
- · Clinic rollout timing
- · Vendor review owners
A conversation happens
Granola captures it. No second note-taker. No private transcript sitting unused.
Claude reads the company
The note sits next to ClickUp, OneDrive, and the leader's priorities. Claude already knows the people and the work.
Actions land in ClickUp
Owned, dated, and in the right list. Not a chat message that disappears.
Leaders see the picture
A morning brief. A Friday update. A board pack drawn from the system, not from chasing people.
The 90 days
Leaders first. Then the team. Then a week in the room.
We do not start with a company-wide rollout. We design and test with the operator, sit one-to-one with the executive team, then train the group. An in-person week locks it in. Wrap-up leaves it running.
Weeks 1 to 4
01 / 05
Design and test
Build it with the operator first
Who's in it
The operator
Weeks 1 to 4
Design and test
Build it with the operator first
Map the before-state: tools, licences, workflows, and where work actually gets stuck. Stand up Claude, ClickUp and Granola. Get the operator into flow, a private chief-of-staff project, a real dashboard, and a written before-picture. Nothing rolls out to the company until this works.
Who's in it: The operator
Week 5
Executive one-to-ones
Each leader gets their own chief of staff
Separate sessions with the CEO, CFO, and the rest of the leadership team. Same connected system, personal context. They use it before anyone asks the wider team to. That is how sponsorship becomes real.
Who's in it: The leadership team
Weeks 6 to 11
Group training
The team learns the work, not a tool tour
Weekly live sessions, recorded. Coordination, communication, then creation. Context, customise, create, connect, applied to the company that is already in flight. Session titles stay open until design week is done. That is deliberate.
Who's in it: The wider team
Week 12
AI week in person
We come to you
A week in the office. One-to-ones across the days. A group session and a demo of what the system now does. The point is not a slide. It is people using TeamOS in the room.
Who's in it: Everyone, in the room
Week 13
Wrap-up
Handover, then we step back
Final session. Recordings library for new hires. The accounts, the skills, the dashboards, and the rhythm are yours. You run it. We stay available if you want us. You are not locked in.
Who's in it: Yours to run
How we teach
The same method. Applied to this company.
Every AI Powered programme runs Context, Customise, Create, Connect. On this engagement those four moves become how the company coordinates, communicates, and creates.
Context
The company second brain. Claude knows the people, the files, the priorities, and the work already in ClickUp.
Customise
Voice, style, and skills. Outputs start looking like the company, not like a generic assistant.
Create
Decks, briefs, updates, and assets shipped from the system, then finished in the tools you already use.
Connect
ClickUp, Claude, Granola, and Microsoft 365 in one loop, used on the work that is already happening.
What you leave with
A system you own. People who can run it.
TeamOS in production
Claude Teams, ClickUp structure, Granola, and the connectors that make them one system.
Leaders who have used it
The executive team has sat in their own one-to-ones. They can sponsor the rest of the company.
A trained group
Recorded sessions the next hire can watch. Not a slide deck from an away day.
Live reporting
Dashboards and briefs drawn from the work, for the weekly leadership review and the board.
Encoded ways of working
Skills for voice, decks, and repeating processes, so quality does not depend on who is in the room.
A before and after
The starting state is written down. You can show what changed. That is the proof leadership actually wants.
Who this is for
Operators, founders, and leadership teams who are already too busy.
A COO or chief of staff carrying the picture
You want a chief of staff that does not sleep, and a team that updates the work themselves.
A CEO who wants visibility without more meetings
You want the Friday update and the board pack to come from the system, not from chasing people.
A leadership team about to roll AI out
You will not ask the company to adopt a system you have not used. One-to-ones come first.
A company with tools, and no TeamOS
Licences exist. Adoption does not. You want one way of working, owned by you, in ninety days.
Questions
What people ask before they start.
Start here
A short call. Then we see if the 90 days fit.
We map where the operator is overloaded, which tools you already pay for, and whether a design-first engagement is the right next step. This is not a checkout.
- 01
Tell us who is carrying the picture today
- 02
We map the tools you already pay for, and the 90-day shape
- 03
If it is a fit, we scope design, leadership, and the in-person week
Prefer a full page? Open booking in a new tab
Ninety days to a company that runs on TeamOS.
Upgrade the leaders. Train the team. Leave the Team Operating System in their hands.