49 playbooks

How Tandem is useful, from features we actually have.

These are not logo case studies. Each one names the surfaces that already ship: projects, wiki, approvals, browser, costs, mesh, local models.

Agency

Eight clients. One project picker.

Projects · Wiki · Activity

Founder

Goals and runway in the same view.

Goals · Costs · Approvals

Engineering

Many agents, one review loop.

Worktrees · Review · Approvals

Support

Tickets next to the product file.

Inbox · Wiki · Approvals

Sales

Follow-up that does not drop.

CRM · Enrich · Approvals

Research

Sources stay with the claim.

Safe-scrape · Wiki · Tasks

Legal

Privileged files stay on the box.

Local models · Approvals · Audit

Finance

Numbers next to the decision.

Costs · Dashboards · Approvals

Creator

One week of content, one board.

Files · Tasks · Socials

Ops

Standup is a board, not a meeting.

Tasks · Kanban · Digest

IT

Access and machines in one place.

Permissions · Hosts · Security

People

Hiring notes stay with the role.

Projects · Wiki · Approvals

DevOps

Pipelines next to the agents that break them.

Pipelines · Tasks · Review

Design

Brand files next to the page being built.

Files · Worktrees · Preview

SEO

Pages drafted where the site already lives.

Tasks · Files · Approvals

Ads

Pause waste without leaving the board.

Browser · Scheduled jobs · Approvals

Community

Discord and Slack land in one inbox.

Socials · Inbox · Wiki

Data

A pipeline you can read.

Scheduled jobs · Files · Costs

Security

Review before it leaves the vault.

Approvals · Audit · Security

Solo

One person, five channels.

Dashboard · Socials · Approvals

Mesh

Work splits across your machines.

Mesh · Hosts · Dashboard

Local AI

Cloud when you want it. Local when you must.

BYO keys · Local models · Routing

On-call

The incident is a task, not a thread.

Tasks · Terminal · Wiki

Enterprise

We build the first jobs with you.

Assessment · Projects · Audit

Student

A lab that does not evaporate.

Files · Tasks · Wiki

Nonprofit

Volunteers see the same board.

Projects · Tasks · Approvals

Product

Spec next to the agents building it.

Wiki · Tasks · Review

QA

Replay what the agent did.

Activity · Sessions · Audit

Switch

Bring the old stack in, then hide it.

Integrations · Modules · Switch

Autopilot Beta

Work continues. You stay informed.

Scheduled jobs · Digest · Approvals

Automation

Your real Chrome, not a stealth browser.

Browser CDP · Safe-scrape · Skills

Builder

Turn a repeated job into a page.

Custom pages · Plugins · Skills

Finance / Eng

A token budget before the run.

Costs · Budgets · Tasks

Any model

OpenAI, Claude, Gemini, Grok, local — one project.

Model routing · Projects · Approvals

Team

The next person does not start from zero.

Wiki · Tasks · Sessions

Services

A client sees progress, not a chat dump.

Activity · Kanban · Approvals

Manager

Weekly review writes itself.

Activity · Wiki · Digest

On the go

A walk becomes a task list.

Voice · Tasks · Approvals

Docs

A page is a file agents can use.

OpenPages · Files · Review

Delivery

The card is the conversation.

Kanban · Activity · Tasks

Extend

A skill is a file, not a store checkout.

Skills · Plugins · Vault

Power user

Many terminals, one operator.

Terminal · tmux · Agents

Habits

The goal does not reset each session.

Goals · Sessions · Tasks

Partner

A link, not another SaaS.

Affiliates · Terms · Billing

Switch

Keep the editor. Move the fleet.

Switch · Compare · Projects

We build it

First jobs shipped with you in the room.

Assessment · Projects · Wiki

Privacy

Localhost unless you choose otherwise.

Security · Local-first · Cloud optional

Global

The site speaks more than one language.

i18n · FAQ · App

Buyer

A score before a call.

Scorecard · Compare · Assessment

Agency

Eight clients. One project picker.

Each client used to live across chat, docs, and a terminal. Switching ate the hour.

How they run it

  • One Project per client.
  • Wiki keeps last decisions.
  • Activity is the billable log.

Surfaces used

Projects · Wiki · Activity

Founder

Goals and runway in the same view.

The board, the bank, and the agents were three tabs.

How they run it

  • Goals sit next to spend.
  • Exceptions come to you.
  • The rest keeps moving.

Surfaces used

Goals · Costs · Approvals

Engineering

Many agents, one review loop.

Agents shipped in separate chats with no shared evidence.

How they run it

  • Worktrees isolate writes.
  • Reviewer agents leave a trail.
  • You approve the merge.

Surfaces used

Worktrees · Review · Approvals

Support

Tickets next to the product file.

Replies were drafted without the last incident or the wiki.

How they run it

  • Inbox lands in the same workspace.
  • Docs are already attached.
  • A human sends the reply.

Surfaces used

Inbox · Wiki · Approvals

Sales

Follow-up that does not drop.

The CRM and the outreach draft lived in different products.

How they run it

  • Lead file sits next to the sequence.
  • Enrichment is a job, not a paste.
  • You approve anything outbound.

Surfaces used

CRM · Enrich · Approvals

Research

Sources stay with the claim.

Notes, PDFs, and the model chat were three places.

How they run it

  • Safe-scrape lands in raw/.
  • Wiki compiles the brief.
  • Citations stay on the page.

Surfaces used

Safe-scrape · Wiki · Tasks

Finance

Numbers next to the decision.

Forecasts lived in a sheet. The work lived somewhere else.

How they run it

  • Costs and budgets are a surface.
  • The decision stays attached.
  • You see spend before it surprises you.

Surfaces used

Costs · Dashboards · Approvals

Creator

One week of content, one board.

Transcripts, titles, and the calendar were four apps.

How they run it

  • Transcript lands as a file.
  • Tasks cover edit, title, schedule.
  • Socials send after you approve.

Surfaces used

Files · Tasks · Socials

Ops

Standup is a board, not a meeting.

Status lived in people's heads.

How they run it

  • Each job is a task with a state.
  • Blocked work is visible.
  • Morning digest names what needs you.

Surfaces used

Tasks · Kanban · Digest

IT

Access and machines in one place.

Who can run what was a spreadsheet.

How they run it

  • Agents get allowed tools and dirs.
  • Hosts show where work runs.
  • Nothing binds the public internet by default.

Surfaces used

Permissions · Hosts · Security

People

Hiring notes stay with the role.

Scorecards vanished into email.

How they run it

  • Each role is a project.
  • Notes land in the wiki.
  • Outreach waits for approval.

Surfaces used

Projects · Wiki · Approvals

DevOps

Pipelines next to the agents that break them.

CI lived in another tab from the chat that caused the fail.

How they run it

  • Pipeline surface in the workspace.
  • The failing job is a task.
  • The fix is reviewed in the same place.

Surfaces used

Pipelines · Tasks · Review

Design

Brand files next to the page being built.

Tokens, copy, and the preview were three tools.

How they run it

  • Files stay in the project.
  • The builder agent works in a worktree.
  • You review the preview, not a zip.

Surfaces used

Files · Worktrees · Preview

SEO

Pages drafted where the site already lives.

Keyword notes never became a page with a review trail.

How they run it

  • Research is a task.
  • The page is a file.
  • Publish waits for you.

Surfaces used

Tasks · Files · Approvals

Ads

Pause waste without leaving the board.

The ads manager and the budget chat were separate.

How they run it

  • Browser works in your real login.
  • A scheduled job watches ROAS.
  • Pause still needs you if you want it to.

Surfaces used

Browser · Scheduled jobs · Approvals

Community

Discord and Slack land in one inbox.

The same question arrived in three channels.

How they run it

  • Socials connectors are in the box.
  • Triage is a task.
  • The answer can be reused from the wiki.

Surfaces used

Socials · Inbox · Wiki

Data

A pipeline you can read.

The job ran in a black box.

How they run it

  • The job is a scheduled task.
  • Output lands as a file.
  • Cost of the model run is visible.

Surfaces used

Scheduled jobs · Files · Costs

Security

Review before it leaves the vault.

Agents could touch disk and the network with no gate.

How they run it

  • Approval inbox on money, network, and deletes.
  • Audit tables do not delete.
  • Localhost by default.

Surfaces used

Approvals · Audit · Security

Solo

One person, five channels.

Newsletter, YouTube, socials, and clients were five logins.

How they run it

  • One dashboard.
  • Agents draft.
  • You send.

Surfaces used

Dashboard · Socials · Approvals

Mesh

Work splits across your machines.

One laptop could not run the fleet.

How they run it

  • Peers share the load.
  • Your boxes, your network.
  • The board still looks like one place.

Surfaces used

Mesh · Hosts · Dashboard

Local AI

Cloud when you want it. Local when you must.

Every request went out by default.

How they run it

  • BYO keys.
  • Local providers in the same project.
  • You pick per job.

Surfaces used

BYO keys · Local models · Routing

On-call

The incident is a task, not a thread.

The page, the chat, and the fix lived apart.

How they run it

  • Incident becomes a task.
  • Browser and terminal stay in the project.
  • The write-up lands in the wiki.

Surfaces used

Tasks · Terminal · Wiki

Enterprise

We build the first jobs with you.

Buying a workspace is not the same as getting work moving.

How they run it

  • Assessment is the we-build-it door.
  • The work still lands in your Tandem.
  • You keep the files and the trail.

Surfaces used

Assessment · Projects · Audit

Student

A lab that does not evaporate.

Chat history was the only memory.

How they run it

  • Notes are files.
  • The experiment is a task.
  • The next session reads the last one.

Surfaces used

Files · Tasks · Wiki

Nonprofit

Volunteers see the same board.

Handoffs died in email.

How they run it

  • One project.
  • Clear owners.
  • Approvals on public posts.

Surfaces used

Projects · Tasks · Approvals

Product

Spec next to the agents building it.

The spec was a doc. The build was a chat.

How they run it

  • Spec is a wiki page.
  • Tasks hang off it.
  • Review happens in the same project.

Surfaces used

Wiki · Tasks · Review

QA

Replay what the agent did.

A fail could not be reconstructed.

How they run it

  • Activity log per task.
  • Session linked.
  • You can see the trail.

Surfaces used

Activity · Sessions · Audit

Switch

Bring the old stack in, then hide it.

A big-bang replace never starts.

How they run it

  • Connect first.
  • Replace one workflow.
  • Hide unused modules.

Surfaces used

Integrations · Modules · Switch

Autopilot Beta

Work continues. You stay informed.

Nothing moved unless you pushed every task.

How they run it

  • Scheduled jobs run.
  • Digest names what changed.
  • Autopilot is Beta — money and public posts still stop.

Surfaces used

Scheduled jobs · Digest · Approvals

Automation

Your real Chrome, not a stealth browser.

Fake browsers failed the sites that matter.

How they run it

  • CDP against your logged-in Chrome.
  • Safe-scrape on the way in.
  • Skills per site.

Surfaces used

Browser CDP · Safe-scrape · Skills

Builder

Turn a repeated job into a page.

The same prompt was pasted every Monday.

How they run it

  • Describe the page.
  • It becomes a surface.
  • The agent uses it next week.

Surfaces used

Custom pages · Plugins · Skills

Finance / Eng

A token budget before the run.

The bill arrived after the fleet had already spent.

How they run it

  • Per-task budgets.
  • Cost preview.
  • The job pauses when it hits the cap.

Surfaces used

Costs · Budgets · Tasks

Any model

OpenAI, Claude, Gemini, Grok, local — one project.

Each model was a different tab and a different memory.

How they run it

  • Same files.
  • Same tasks.
  • Same review loop.

Surfaces used

Model routing · Projects · Approvals

Team

The next person does not start from zero.

Context died when the first person closed the laptop.

How they run it

  • Wiki between sessions.
  • Task state is the truth.
  • The next agent reads both.

Surfaces used

Wiki · Tasks · Sessions

Services

A client sees progress, not a chat dump.

Status updates were screenshots.

How they run it

  • Activity is exportable.
  • The board is the status.
  • You still approve what they see.

Surfaces used

Activity · Kanban · Approvals

Manager

Weekly review writes itself.

Friday status was a scramble.

How they run it

  • Activity is the week.
  • Wiki keeps the write-up.
  • You edit, not invent.

Surfaces used

Activity · Wiki · Digest

On the go

A walk becomes a task list.

Voice notes died in the phone.

How they run it

  • Voice lands as text.
  • Tasks get owners.
  • You approve anything that sends.

Surfaces used

Voice · Tasks · Approvals

Docs

A page is a file agents can use.

The site and the workspace were two worlds.

How they run it

  • OpenPages is in the workspace.
  • The agent edits a real file.
  • You review the diff.

Surfaces used

OpenPages · Files · Review

Delivery

The card is the conversation.

The board and the chat disagreed.

How they run it

  • Kanban is a surface.
  • The card has a trail.
  • The next owner sees both.

Surfaces used

Kanban · Activity · Tasks

Extend

A skill is a file, not a store checkout.

Needed connectors lived behind a marketplace tax.

How they run it

  • Skills live in the vault.
  • Agents load them by site.
  • You can write one.

Surfaces used

Skills · Plugins · Vault

Power user

Many terminals, one operator.

tmux and the chat were two brains.

How they run it

  • Terminal grid is in the workspace.
  • Agents share the same jobs.
  • Closing the browser does not kill the shell.

Surfaces used

Terminal · tmux · Agents

Habits

The goal does not reset each session.

Every morning started from zero.

How they run it

  • Goals persist.
  • Streaks show up.
  • Agents pick up the same thread.

Surfaces used

Goals · Sessions · Tasks

Partner

A link, not another SaaS.

Referral programs were a third login.

How they run it

  • Affiliate page stays.
  • Payout after the refund window.
  • Terms name the rate.

Surfaces used

Affiliates · Terms · Billing

Switch

Keep the editor. Move the fleet.

The IDE was fine. The rest of the work was not.

How they run it

  • Switch page names the move.
  • Compare stays honest.
  • The workspace takes the jobs the editor cannot.

Surfaces used

Switch · Compare · Projects

We build it

First jobs shipped with you in the room.

Buying seats did not start the work.

How they run it

  • Assessment is the door.
  • We sit with you.
  • It still lands in your Tandem.

Surfaces used

Assessment · Projects · Wiki

Privacy

Localhost unless you choose otherwise.

Every other tool started in someone else's cloud.

How they run it

  • Services refuse 0.0.0.0.
  • You pick cloud or local.
  • Zero telemetry when you run local.

Surfaces used

Security · Local-first · Cloud optional

Global

The site speaks more than one language.

The product was English-only in the nav.

How they run it

  • EN, ES, FR, DE, JA stay.
  • FAQ is the capability home.
  • App login is still app.tandembase.xyz.

Surfaces used

i18n · FAQ · App

Buyer

A score before a call.

Demos started before anyone knew if it fit.

How they run it

  • Scorecard stays.
  • Compare stays.
  • Assessment is the human next step.

Surfaces used

Scorecard · Compare · Assessment