> For the complete documentation index, see [llms.txt](https://docs.bonzai.sh/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.bonzai.sh/everyday-workflows/zero-human-company.md).

# Run Business Teams

Example: a small service company wants faster lead follow-up, invoicing, and payment reconciliation without replacing its staff.

## Set up

1. Open Company and create the Sales team.
2. Describe the existing lead process and what a qualified handoff looks like.
3. Assign or provision companions for qualification and follow-up.
4. Connect HubSpot and approved communication tools.
5. Require approval before external messages during the first weeks.

Create a separate Finance team:

1. Connect QuickBooks or Sage Accounting and Stripe as applicable.
2. Allow draft invoice preparation.
3. Require approval before sending invoices, refunds, or high-value changes.
4. Define the weekly overdue-account summary.

## Operate

Use Today to see priorities across both teams. Use Work to filter Open, In Progress, Blocked, Done, and Cancelled tasks. Review Approvals and connector evidence before consequential actions.

Over time, approved process notes enrich each team role's isolated memory. The owner can inspect the audit history and improve instructions without redesigning the business.