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Tell known clients from strangers on arrival

Looks up the sender in your client Table (key column Email). A known client is flagged and filed in the clients folder with an alert; an unknown sender goes to a "to qualify" folder for a human to check. Create a table with an Email column and your client list; choose both folders after import.

By
Loop & Roll team · Official
Copied
0 times
Steps
6
Version
1 · 18 October 2026
Requires
Loop & Roll 1.0.0 or later

Workflow graph

Tell known clients from strangers on arrival Hover a node to see its role · Drag to move the graph
Email receivedEmail receivedEmail receivedIs the sender a client? — Table — find a rowIs the sender a client?Table — find a rowfoundnot foundFlag the client email — FlagFlag the client emailFlagFile under Clients — MoveFile under ClientsMoveTell the account team — NotifyTell the account teamNotifyFile under To qualify — MoveFile under To qualifyMove
Tell known clients from strangers on arrival

How it works

  1. 1

    Email received

    trigger.email

  2. 2

    Is the sender a client?

    table.find

  3. 3

    Flag the client email

    mail.flag

  4. 4

    File under Clients

    mail.move

  5. 5

    Tell the account team

    notify.send

  6. 6

    File under To qualify

    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
Is the sender a client? · table
Folders, calendars and other resources to choose
File under Clients · addLabels.0.folder File under To qualify · addLabels.0.folder
Secrets to fill in
Tell the account team · webhookUrl

See also

More in Triage and filing

All templates