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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 Shop order webhook to a table and a confirmation draft Point your shop’s “new order” webhook at this workflow. It logs the order in a table (Order, Customer, Email, Total, Status), then the AI wr... HTTP and webhooks 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
- Other Official Catch IBANs and passwords sent by mistake Scans incoming mail for sensitive data in the body (bank account numbers, social security numbers, passwords). When found, the email is flag... OpenAI Slack
- Sync with your tools Official Enrich a contact record from the sender’s domain For each business email from a new sender, queries the open French company directory (recherche-entreprises.api.gouv.fr, no key required) wi... HTTP and webhooks OpenAI Tables
- 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
- Replies and drafts Official Answer parents on enrolment and school calendar Sorts parents’ emails between enrolment questions and calendar questions. Calendar answers rely on a Table of dates (columns date, event); e... OpenAI Tables
- Replies and drafts Official Turn a rough note into a professional email Send yourself an email whose subject starts with [pro] and whose body is your rough notes. The AI rewrites it as a clear, polite professiona... OpenAI
- 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
- Replies and drafts Official Reply in the client’s language from an internal brief Email yourself a short internal brief (in any language) with a subject starting with [client], mentioning the client’s name, address and lan... OpenAI
- Replies and drafts Official Answer viewing requests and qualify the buyer For agencies: reads each enquiry about a property, extracts the reference and what the visitor says about their project, then drafts a reply... OpenAI
- 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
- Follow-ups and reminders Official Quote sent: nudge at day 3, approved reminder at day 10 Your CRM calls a webhook (email, name, quote_ref, amount) when a quote goes out. A gentle draft follows at day 3, then at day 10 a last remi... HTTP and webhooks OpenAI
- Replies and drafts Official Reply to quote requests with qualifying questions Reads each quote request, lists what is already known (need, quantity, deadline, budget) and what is missing, then drafts a reply that thank... OpenAI
- Approvals Official Quotes above 10,000 EUR: double approval Reads each quote emailed for release (PDF). Above 10,000 EUR it needs two approvals in a row: sales manager, then finance director, who sees... OpenAI
- Approvals Official Purchase request: approval, then the order is sent A team member emails a purchase request. The AI extracts item, quantity, supplier, total and cost centre; the purchasing manager approves. O... OpenAI Tables
- 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
- Follow-ups and reminders Official Ask for a review 5 days after delivery Your shop calls a webhook when an order is delivered (email, name, order_id, product). After 5 days, the workflow checks that the customer h... HTTP and webhooks 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
- Replies and drafts Official Offer Outlook slots and log the request For Microsoft 365 teams: detects whether the email really asks for a meeting, reads your free Outlook slots, and drafts a reply proposing th... OpenAI Outlook Calendar
- Other Official Audit log of emails sent outside the company Every sent email whose recipients are outside your own domain (edit the domain in the condition after import) is logged in a Table: date, se... OpenAI Tables
- Replies and drafts Official Reply to order status and return requests Finds the order mentioned in the email in a Table (columns order, status, carrier, tracking, ordered_on), then drafts a reply with the real... OpenAI Tables
- Notifications Official Incident webhook: email the person on call Your alerting tool posts an incident (keys: service, severity, message). The workflow looks up who is on call in a table (columns Role “prim... HTTP and webhooks OpenAI Slack Tables
- Sync with your tools Official Notion entry reaches a status: client email drafted Polls a Notion database. When an entry is set to “Ready to send”, the AI drafts the update for the client whose address is in the ClientEmai... Notion OpenAI
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