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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 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 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 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 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
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