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Sort agency mail: buyers, sellers, tenants, syndic

For a real-estate agency: the AI tells apart buyers, sellers, tenants and property-manager (syndic) emails. Buyers are saved in a Table with their search criteria, the others are filed in their folder, and sellers also trigger a Slack ping since a new mandate is worth a call. Table columns: Name, Email, Search.

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: buyers, sellers, tenants, syndic Hover a node to see its role · Drag to move the graph
Email receivedEmail receivedEmail receivedWho is writing? — CategorizeWho is writing?CategorizeBuyerSellerTenantSyndicotherModelRead the search criteria — ExtractRead the search crite…ExtractModelSave the buyer — Table — insert a rowSave the buyerTable — insert a rowFile under Sellers — MoveFile under SellersMovePing the negotiators — NotifyPing the negotiatorsNotifyFile under Tenants — MoveFile under TenantsMoveFile under Syndic — MoveFile under SyndicMoveOpenAI — OpenAI (GPT)OpenAIgpt-5-mini
Sort agency mail: buyers, sellers, tenants, syndic

How it works

  1. 1

    Email received

    trigger.email

  2. 2

    Who is writing?

    ai.categorize

  3. 3

    Read the search criteria

    ai.extract

  4. 4

    Save the buyer

    table.insert

  5. 5

    File under Sellers

    mail.move

  6. 6

    Ping the negotiators

    notify.send

  7. 7

    File under Tenants

    mail.move

  8. 8

    File under Syndic

    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
Save the buyer · table
Folders, calendars and other resources to choose
File under Sellers · addLabels.0.folder File under Tenants · addLabels.0.folder File under Syndic · addLabels.0.folder
Connections to choose
OpenAI · connection (llm_provider)
Secrets to fill in
Ping the negotiators · webhookUrl

See also

More in Triage and filing

All templates