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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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- Sync with your tools Official Yousign signed document filed in Google Drive As soon as a Yousign request is completed, downloads the signed PDF and files it in the Google Drive folder you choose, then tells the team... Google Drive Microsoft Teams Yousign
- Notifications Official Weekly support digest on Teams Every Monday morning, the rows added to your Support table during the week are read, an AI model writes a short digest (volumes, recurring t... Microsoft Teams Tables OpenAI
- Notifications Official Monday recap of last week’s new leads on Teams Every Monday at 8:30, reads the leads table (columns Company, Source, Need, Status “New”), asks the AI for a short recap by source with the... Microsoft Teams OpenAI Tables
- Approvals Official Sensitive legal replies: partner review before release For each client email received by the firm, the AI summarises the issue and writes a cautious draft. Emails touching litigation, deadlines,... Microsoft Teams OpenAI
- Notifications Official Cancellation, lawyer or complaint wording: alert the team Watches for emails that mention a cancellation, a lawyer or a formal complaint. The AI checks that the sender really means it (a lawyer’s si... Microsoft Teams OpenAI
- Notifications Official One Teams alert per overdue unpaid invoice Each weekday morning, lists the rows of your invoices table whose Status is “Unpaid” and whose DueDate is before today, then posts one Teams... Microsoft Teams Tables
- Notifications Official New job application: notify the HR team without the CV When an application with an attachment arrives, the AI reads it and the HR channel on Teams gets a one-line note: role applied for, years of... Microsoft Teams OpenAI
- Notifications Official Monitoring email turned into a clear outage alert on Teams Alerting emails from your monitoring tool are long and cryptic. This reads each critical one, extracts the service, the severity and the imp... Microsoft Teams OpenAI
- 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 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 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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