Patricia works your Teamleader.
Ask her in Slack about the pipeline, the open invoices or the hours on a project. She reads Teamleader Focus and updates records when you say yes.
@Pati which Teamleader deals for Vela moved this week, and is anything open on their invoices?
Two deals moved, and one invoice is still open:
- Q4 retainer: now at Proposal sent, €18,000
- SEO audit: won, €4,500
- Invoice 2026/0412, €4,800, due 12 days ago
- Want me to add a follow-up task for Lotte on the retainer? It waits for your yes.
Yes, add it for Friday.
Approved. The task is on the Q4 retainer deal in Teamleader, assigned to Lotte, due Friday.
Patricia + Teamleader Focus
What she does in Teamleader Focus.
Real actions she takes on your say-so, not a list of API endpoints.
The pipeline, in the channel
Deals by phase, value and owner, and what moved this week, answered in Slack without opening Teamleader.
Contacts and companies at hand
Who the contact is, which company they belong to, and which deals and quotations sit with them, looked up mid-conversation.
Invoices and quotations, read
Which invoices are still open and which quotations are waiting, for the Monday check and the reminder you approve.
Projects and hours
Projects, tasks and the time tracked per client, for the status update and the retainer check.
Records updated after your yes
She adds and updates contacts, companies, deals and tasks, and by default each change waits for your approval in Slack.
Money stays with your team
She does not create, send, book or register payments on invoices. She reads them and tells you what needs attention.
Say it like you'd say it
Things to ask her on day one.
Which Teamleader deals moved this week, and what is their total value?
Which invoices for Vela are still open?
How many hours did we log on the Kepler project this month?
Add Sarah from Kepler as a contact and link her to the Kepler company
Create a follow-up task on the Vela retainer deal for Friday
Better together
Teamleader Focus is one hand. Give her the other.
Patricia's value compounds when the whole workflow lives with her, not just one tool.
Setup
Teamleader Focus, connected in minutes.
Add Patricia to Slack
She joins your workspace like any teammate. Two minutes, no engineering.
Today at 9:00 AM
Connect Teamleader Focus
Connect it from the console, or ask her in Slack. It signs in through Teamleader's own login, and you can disconnect it anytime.
Teamleader Focus connected
Ask
Mention @Pati with the question. Reads run at once; by default every change waits for your yes.
@Pati Which Teamleader deals moved this week, and what is their total value?
On it.
FAQ
Teamleader Focus questions, answered.
What can Patricia actually do in Teamleader Focus?
She reads contacts, companies, deals, quotations, invoices, projects, tasks and time tracking, and she adds, updates or deletes records after your approval.
Can she create or send invoices?
No. She reads invoices and quotations, but she does not create, send, book or register payments on them. That stays with your team in Teamleader.
Does it work with Teamleader Orbit?
Not today. The connection covers Teamleader Focus.
Does she change anything without asking?
Not by default. Adding, updating and deleting a record each wait for an explicit yes in Slack.
What does the Teamleader integration cost?
Nothing extra. Connecting is included on every plan, and you keep your own Teamleader subscription.
One of 1,000+ integrations. Browse the full directory
Everybody deserves a Patricia.
She handles the work your team never gets to. You build the company. See what changes in your first week.