Re-keying into software
What arrives by email goes into your software, without copy-paste
A contact, an order, a change of address, a registration: the information arrives by email or form, and someone copies it into the CRM, the ERP or the spreadsheet. It is read, checked and keyed in the right place, and your tools stay up to date.
Today
Copy-paste, an invisible and endless task
- The same details copied into two or three pieces of software.
- Typing errors discovered at invoicing or delivery time.
- Spreadsheets that are out of date by the next day.
With Loop & Roll
What gets keyed in on its own
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Details extracted
Name, company, address, items, amounts, dates: the useful data is read from the email or the attachment.
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Checked before entry
An existing customer is found, a missing required field is noted, a duplicate is avoided.
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Keyed into the right tool
CRM, ERP, Airtable, Google Sheets, Excel, internal tables: the data goes where it is used.
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Tools in sync
A change in one tool updates the others, without double entry.
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Doubtful cases to a person
What cannot be keyed in safely goes to someone, with the reason.
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Every entry logged
You see what was keyed in, where, from which email. Nothing is hidden.
A concrete example
A contact form comes in from the website
The contact is created in the CRM, the deal opened and the salesperson alerted, without copying anything.
- Form received website
- Details read company, need, budget
- Customer checked new contact
- Keyed into the CRM contact and deal
- Salesperson alerted with the summary
How we go about it
We find where the time goes, then we automate it.
The same method in every company: an AI audit to measure, workflows that run, the time saved shown every month. The first audit is free.
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Product 1 · Identify
The AI audit First audit free
An interview agent talks with each team, by voice or on screen, for about half an hour. It analyses their emails. A senior consultant completes it when needed.
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Product 2 · Automate
The Loop & Roll platform
Each opportunity you keep becomes a workflow that runs. It reads emails, extracts what matters, keys it into your tools and prepares replies as drafts.
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Then · Measure and extend
The time saved, every month
A dashboard for you and your teams shows the time saved each month. Every six months, a new audit finds the next automations, or fixes and improves the ones in place.
We do not replace anyone
For the whole company
We take away the tedious tasks so that your teams can make the most of their skills.
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Sales admin and assistants
No more copy-paste between the mailbox and the software. Time goes to customers.
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Business teams
Tools up to date, reliable information, without chasing colleagues.
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Management
Accurate figures in your tools, and the time saved measured every month.
Workflow library
Workflows from our library for this
Ready-made examples from our business library. Yours start from them, or are built to measure when they do not exist yet.
- Data extraction Official Turn website form emails into Airtable CRM leads Contact-form notifications from your website are parsed: name, company, email, phone, request type and message are extracted and a lead reco... Airtable OpenAI
- Follow-ups and reminders Official Unpaid invoices: reminders with a graded tone Every weekday morning, lists the invoices of your Table that are unpaid and at least 7 days overdue (columns invoice_number, client, email,... OpenAI Slack Tables
- Data extraction Official Track tender and RFP announcements with their deadlines Tender alerts, RFPs and consultation notices received by email are read by the AI: buyer, subject, reference, estimated value if stated, sub... Google Sheets OpenAI
- Replies and drafts Official Draft support replies from your FAQ table Identifies the topic of each support request, looks it up in a Table of answers (columns keywords, answer), then drafts a reply that sticks... OpenAI Tables
- Data extraction Official Log support emails as tickets with sentiment in Sheets Every email to your support address becomes a ticket line in Google Sheets: sender, topic, product concerned, urgency, customer sentiment (p... Google Sheets OpenAI
- Data extraction Official Compare supplier quotes side by side in Airtable Each quote received as a PDF is read and its supplier, reference, total excluding tax, validity date, delivery lead time and payment terms a... Airtable OpenAI
Integrations
Works with your tools
Re-keying into software
Your questions
Where do we start?
With a free audit. An interview agent talks with each team for about half an hour, by voice or on screen, and analyses their emails with their consent. You get the opportunities ranked by gain and effort, in hours and euros. You choose, a first prototype runs, and you approve it before it goes live.
Is our software compatible?
If it accepts exchanges with other tools, yes. Otherwise the data is prepared in a file or a table it can import.
What if the information is incomplete?
It is not keyed in on its own: it goes to a person, or a request for details goes to the customer, once you approve.
Can we see what was keyed in?
Yes. Every action is logged: what came in, what was keyed in, where. A kill switch stops everything in one click.
How many times is the same information copied in your company?
We start with a free audit: what your teams retype, in which tools, and what can be keyed in on its own. Book a demo.