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Workflow examples
Concrete workflows, built by the Loop & Roll team and the community: take inspiration from them. Yours will be built around your own processes.
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- Follow-ups and reminders Official Remind signers who have not signed on Yousign When a Yousign signature request is activated, waits 3 business days, checks again whether it is still ongoing, and if so drafts a courteous... OpenAI Yousign
- Sync with your tools Official Yousign signed document filed in Google Drive As soon as a Yousign request is completed, downloads the signed PDF and files it in the Google Drive folder you choose, then tells the team... Google Drive Microsoft Teams Yousign
- Notifications Official Workflow failure report in plain words on Slack Name this workflow as the error workflow of your important ones. When one fails, it logs the incident in a table (columns Workflow, Step, Er... OpenAI Slack Tables
- Follow-ups and reminders Official Weekly team meeting reminder with an AI-written agenda Every Monday at 8:30, gathers the open agenda items (columns topic, owner, notes, status) and the open actions of the last meeting (columns... OpenAI Slack Tables
- Notifications Official Weekly support digest on Teams Every Monday morning, the rows added to your Support table during the week are read, an AI model writes a short digest (volumes, recurring t... Microsoft Teams Tables OpenAI
- Notifications Official Monday recap of last week’s new leads on Teams Every Monday at 8:30, reads the leads table (columns Company, Source, Need, Status “New”), asks the AI for a short recap by source with the... Microsoft Teams OpenAI Tables
- Sync with your tools Official Website form submission to a table and a team alert Send your website contact form to this webhook (keys: name, email, company, message). The submission is stored in a table, summarised in one... HTTP and webhooks OpenAI Slack Tables
- Triage and filing Official Score web-form leads hot, warm or cold Your website form posts each lead to a webhook. The AI scores purchase intent from 0 to 100, the lead is saved in a Table with its temperatu... HTTP and webhooks OpenAI Slack Tables
- 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
- Notifications Official VIP sender: flag and ping Slack When an email comes from a key account domain, it is flagged in the mailbox and a short Slack message goes to the team channel with the subj... Slack
- Notifications Official Alert when a VIP client email is still unanswered after 4 h When a message arrives from an address listed in your VIP table (column Email), waits 4 hours. If someone in the team replied in the thread,... Slack Tables
- Notifications Official Urgent emails: alert the team on Slack An AI model reads each incoming email and decides whether it is urgent (an outage, a complaint, a deadline today). Urgent ones trigger a Sla... Slack 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 Add hotel and travel bookings to Google Calendar Booking confirmations (hotel, train, flight, rental car) are read by the AI, which extracts the title, start and end date-time, place and co... Google Calendar OpenAI
- Follow-ups and reminders Official Satisfaction survey 30 days after a ticket is closed Reads the “ticket solved” notifications of your helpdesk, waits 30 days, skips customers listed as opted out in your Table (column email), a... Google Sheets OpenAI Tables
- Replies and drafts Official Acknowledge requests with a ticket number Builds a ticket reference from the reception date and the sender, then has the AI write a short, neutral acknowledgement quoting it and prom... OpenAI 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
- Triage and filing Official Route support emails to tech, billing or sales Each customer email is read by the AI and filed in the folder of the right team: technical, billing or sales. Technical issues also raise a... OpenAI Slack
- 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
- Replies and drafts Official Cautious replies to supplier payment requests When a supplier chases a payment, the AI drafts a courteous reply that says the invoice is being checked, asks for the invoice number and pu... OpenAI Slack
- Data extraction Official Log supplier invoices in an Excel table on SharePoint Each PDF invoice is read, the AI extracts supplier, number, date, due date and amounts, and a row is added to your Excel table hosted on Sha... Microsoft Excel OpenAI
- Follow-ups and reminders Official Chase a supplier for a missing delivery note An order confirmation from a supplier is logged in your Table (po_number, supplier, expected_date, delivery_note). The day after the expecte... OpenAI Slack Tables
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