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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 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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