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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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- Triage and filing Official Score web-form leads hot, warm or cold Your website form posts each lead to a webhook. The AI scores purchase intent from 0 to 100, the lead is saved in a Table with its temperatu... HTTP and webhooks OpenAI Slack Tables
- Triage and filing Official 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... OpenAI Slack
- Triage and filing Official Fast-track emails from a strategic client’s domain Any email coming from the domain of a key account is flagged, filed in a VIP folder and announced on Slack with a three-bullet summary, whoe... OpenAI Slack
- Triage and filing Official Separate newsletters and robots from real mail No AI needed: the standard signals in the headers do the work. Mailing lists and unsubscribe headers go to a Newsletters folder (marked read...
- Triage and filing Official Sort school mail: parents, students, administration For a school or training centre secretariat. The AI separates parents, students and administration emails, files each in its folder, and log... OpenAI Tables
- Triage and filing Official 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... OpenAI Slack Tables
- Triage and filing Official Newsletter cleanup Mailing-list emails are marked as read and filed in a Newsletters folder as soon as they arrive, so your inbox only shows what a human wrote...
- Triage and filing Official Sort carrier mail: delays, shipping notices, claims For a logistics or freight desk. Carrier emails are classified as delay, shipping notice or damage/loss claim. Delays and notices update a s... Microsoft Teams OpenAI Tables
- Triage and filing Official Route legal mail: contracts, disputes, GDPR requests Sorts legal-related emails by type. Contracts and signature requests go to their folders, disputes are flagged and announced, and GDPR right... Microsoft Teams OpenAI Tables
- Triage and filing Official Route incoming mail by language to the right team Detects whether an email is written in French, English or another language and files it in the matching team folder. For other languages, th... OpenAI Slack
- Triage and filing Official 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 unk... Slack Tables
- Triage and filing Official Sort job applications by role Applications that land in the jobs mailbox are read by the AI, which identifies the role (sales, tech, operations or spontaneous) and files... OpenAI Slack
- Triage and filing Official Escalate angry, legal-threat or under-24h emails Spots the emails that cannot wait: an angry customer, a formal notice or legal threat, or a deadline within 24 hours. They are flagged in th... Microsoft Teams OpenAI
- Triage and filing Official Sort shop mail: returns, delivery, after-sales, disputes The order number is extracted first, then the AI routes the email to returns, delivery, after-sales or payment disputes. Every case is logge... Microsoft Teams OpenAI Tables
- Triage and filing Official Triage appointment mail without reading health data For a practice or clinic front desk: emails are sorted into appointment requests, cancellations and administrative questions. The AI only lo... OpenAI Slack
- Triage and filing Official Auto-archive automated notifications No-reply senders and auto-generated notifications (build servers, SaaS alerts, receipts) leave the inbox for a Notifications folder, still u...
- Triage and filing Official AI inbox triage into folders Every incoming email is classified by an AI model into Invoices, Quote requests or Support, and filed in the matching folder. Anything the m... OpenAI
- Triage and filing Official 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 projec... OpenAI Slack Tables
- Triage and filing Official Action required or just FYI, with a one-line summary The AI decides whether an email needs something from you (a decision, an answer, a deliverable by a date) or simply informs you, and writes... OpenAI Slack
- Triage and filing Official Split accounting mail: invoices, expenses, payment replies The accounting mailbox receives three kinds of mail: supplier invoices, employee expense reports and customers answering a payment reminder.... Microsoft Teams OpenAI
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