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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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- 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
- 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
- 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
- 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
- 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
- Data extraction Official File signed contracts in SharePoint with their key dates A signed contract arrives as a PDF: it is stored in your SharePoint legal library, then the AI extracts the parties, subject, effective date... OpenAI SharePoint
- Data extraction Official Create a Notion candidate page from each CV received When a CV (PDF) arrives, the AI extracts name, current role, years of experience, key skills and location, and writes a short neutral summar... Notion OpenAI
- Data extraction Official Record incoming purchase orders in an orders table A customer purchase order (PDF) arrives: the AI extracts the PO number, customer, requested delivery date, amount and a one-line summary of... OpenAI Tables
- Data extraction Official Reconcile payment advices in Google Sheets Customers send payment advices or remittance notices. The AI extracts payer, payment date, amount, bank reference and the invoice numbers se... Google Sheets OpenAI
- Data extraction Official Meeting minutes: summary and action items in Notion When meeting minutes arrive by email (body or attachment), the AI writes a short summary, lists decisions and action items with owner and du... Notion OpenAI
- Data extraction Official Import a table pasted in an email, one row per line Partners often paste a price list or stock table in the body of an email. The AI turns it into clean lines, the workflow loops over them, ex... OpenAI Slack Tables
- Data extraction Official Job applications: profile to a Table, reply drafted Applications arriving on your jobs address are read (CV attached), an AI model extracts the role, years of experience and availability, a ro... Tables OpenAI
- Data extraction Official Invoices: extract and log to Google Sheets When an email arrives with a PDF attached, the text is read, an AI model extracts supplier, invoice number, amount and due date, and a row i... Google Sheets OpenAI
- Data extraction Official Track insurance claim emails in a structured table Emails from insurers or adjusters about a claim are structured: claim number, policy number, type of loss (fire, water, theft, vehicle…), lo... OpenAI Tables
- Data extraction Official Turn expense receipts into a Google Sheets ledger Employees forward receipts (PDF) to a dedicated address. The AI reads each one and logs merchant, date, total including tax, VAT and an expe... Google Sheets OpenAI
- Data extraction Official Log delivery notes and CMR in a logistics table Carriers and suppliers email delivery notes or CMR waybills. The AI reads them and upserts a row in your logistics table (columns: reference... OpenAI Tables
- Data extraction Official Supplier register: Kbis and certificates with expiry Suppliers send their Kbis extract or vigilance certificate. The AI reads the document type, company, registration number and issue date, a v... OpenAI Tables
- Data extraction Official Send client documents to a OneDrive folder per company When a client email arrives with documents, the AI reads the subject and body to find the company name, creates its OneDrive folder if neede... OneDrive OpenAI
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