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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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- Other Official Log GDPR rights requests and alert your DPO Detects data-subject requests (access, erasure, rectification…), sends a dated neutral acknowledgement, logs the request in a register Table... OpenAI Slack Tables
- Sync with your tools Official Email “TODO:” becomes a task in your Notion database Forward or send yourself an email whose subject starts with “TODO”. The AI extracts the task, the due date and the priority, creates an entr... Notion OpenAI
- Approvals Official Expense reports above a threshold: manager approval Reads each expense report received by email (PDF or text), extracts employee, merchant, category and total. Above 150 EUR, your manager must... 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
- 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
- Approvals Official Discounts above 15%: sales director approval When a sales rep emails a discount request, the AI extracts client, list price, discount and justification. Up to 15%, the rep gets a go-ahe... 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
- Approvals Official Complaint replies: quality manager approval The AI recognises real customer complaints, extracts product, issue, severity and requested compensation, drafts a careful reply (apology wi... OpenAI Slack Tables
- Follow-ups and reminders Official Renewal reminder 60 days before a contract ends A webhook announces a new contract (email, name, contract, start_date, amount). The workflow computes the end date at 12 months, sleeps unti... HTTP and webhooks OpenAI Slack
- Sync with your tools Official Confirmation emails turned into Outlook calendar events Training sessions, trade shows, travel or venue bookings: when a confirmation lands, the AI reads the title, the start, the end and the plac... OpenAI Outlook Calendar
- Replies and drafts Official Empathetic complaint replies, approved by a manager Spots complaints, summarises the grievance for the manager, then drafts an empathetic reply that acknowledges the problem without admitting... OpenAI
- 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
- Follow-ups and reminders Official Monthly check-in with cold leads On the first of each month, reads the cold leads of your Table (columns name, email, company, notes, status, last_contact_days), keeps those... 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
- Approvals Official Client announcement: approval, then mailing to the list Your communication team emails an announcement. The AI checks facts, tone and legal mentions, the director approves with that check in view,... OpenAI Slack Tables
- Follow-ups and reminders Official Follow up candidates who went silent Each Monday, finds in your recruitment Table the candidates interviewed more than 5 days ago who have not answered (columns name, email, rol... OpenAI Tables
- Replies and drafts Official Acknowledge candidates, draft polite rejections Every application gets a neutral acknowledgement sent at once. A recruiter then decides in an approval step: if the application is declined,... OpenAI
- Sync with your tools Official Calendly booking email to a table row and a Drive folder When Calendly confirms a booking by email, extracts the invitee, the event and the date, logs it in a table (columns: Invitee, Email, Compan... Google Drive 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
- Follow-ups and reminders Official Remind clients of tomorrow’s Calendly appointments Every hour, looks for Calendly appointments starting in 24 to 25 hours, fetches each invitee and sends a short factual reminder with the tim... Calendly OpenAI
- Replies and drafts Official Confirm appointments and answer cancellations Reads Calendly (or any agenda) notification emails. A new booking gets a confirmation draft reminding the details to the invitee; a cancella... OpenAI
- Sync with your tools Official Airtable status change to a client recap email Watches an Airtable table (projects, orders, requests). When a row reaches the status “Delivered”, an AI writes a recap for the contact stor... Airtable OpenAI
- Replies and drafts Official AI reply, sent after approval For each incoming customer email, an AI model drafts a reply in the thread, in the sender's language and tone. A teammate approves it from t... OpenAI
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