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Sort agency mail: briefs, client feedback, supplier bills

For an agency inbox: new briefs are logged in a Table (client, deadline, budget) and announced, client feedback is summarized for the project team, and supplier invoices go to their own folder. Create a table with columns Client, Deadline, Budget and Subject. Unclassified mail is left untouched.

By
Loop & Roll team · Official
Copied
0 times
Steps
8
Version
1 · 18 October 2026
Requires
Loop & Roll 1.0.0 or later

Workflow graph

Sort agency mail: briefs, client feedback, supplier bills Hover a node to see its role · Drag to move the graph
Email receivedEmail receivedEmail receivedClassify the request — CategorizeClassify the requestCategorizeBriefFeedbackSupplier invoiceotherModelRead the brief — ExtractRead the briefExtractModelLog the brief — Table — insert a rowLog the briefTable — insert a rowAnnounce the new brief — NotifyAnnounce the new br…NotifySummarize the feedback — SummarizeSummarize the feedb…SummarizeModelPass the feedback to the team — NotifyPass the feedback to…NotifyFile under Supplier invoices — MoveFile under Supplier in…MoveOpenAI — OpenAI (GPT)OpenAIgpt-5-mini
Sort agency mail: briefs, client feedback, supplier bills

How it works

  1. 1

    Email received

    trigger.email

  2. 2

    Classify the request

    ai.categorize

  3. 3

    Read the brief

    ai.extract

  4. 4

    Log the brief

    table.insert

  5. 5

    Announce the new brief

    notify.send

  6. 6

    Summarize the feedback

    ai.summarize

  7. 7

    Pass the feedback to the team

    notify.send

  8. 8

    File under Supplier invoices

    mail.move

What you will fill in after import

Nothing personal travels with a template: connections, mailboxes, tables and recipients are left blank for you to pick in your instance.

Tables to choose
Log the brief · table
Folders, calendars and other resources to choose
File under Supplier invoices · addLabels.0.folder
Connections to choose
OpenAI · connection (llm_provider)
Secrets to fill in
Announce the new brief · webhookUrl Pass the feedback to the team · webhookUrl

See also

More in Triage and filing

All templates