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 Slack alert. Pick your three folders and the Slack webhook after import; anything unclear is simply flagged for a human instead of being guessed.
- By
- Loop & Roll team · Official
- Copied
- 0 times
- Steps
- 7
- Version
- 1 · 18 October 2026
- Requires
- Loop & Roll 1.0.0 or later
Workflow graph
How it works
-
1
Customer email received
trigger.email -
2
Find the right team
ai.categorize -
3
File under Technical
mail.move -
4
File under Billing
mail.move -
5
File under Sales
mail.move -
6
Alert the tech channel
notify.send -
7
Flag for a human
mail.flag
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.
- Folders, calendars and other resources to choose
- File under Technical · addLabels.0.folder File under Billing · addLabels.0.folder File under Sales · addLabels.0.folder
- Connections to choose
- OpenAI · connection (llm_provider)
- Secrets to fill in
- Alert the tech channel · webhookUrl
See also
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