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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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- Notifications Official Workflow failure report in plain words on Slack Name this workflow as the error workflow of your important ones. When one fails, it logs the incident in a table (columns Workflow, Step, Er... OpenAI Slack Tables
- Follow-ups and reminders Official Weekly team meeting reminder with an AI-written agenda Every Monday at 8:30, gathers the open agenda items (columns topic, owner, notes, status) and the open actions of the last meeting (columns... OpenAI Slack Tables
- Sync with your tools Official Website form submission to a table and a team alert Send your website contact form to this webhook (keys: name, email, company, message). The submission is stored in a table, summarised in one... HTTP and webhooks OpenAI Slack Tables
- 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
- Notifications Official VIP sender: flag and ping Slack When an email comes from a key account domain, it is flagged in the mailbox and a short Slack message goes to the team channel with the subj... Slack
- Notifications Official Alert when a VIP client email is still unanswered after 4 h When a message arrives from an address listed in your VIP table (column Email), waits 4 hours. If someone in the team replied in the thread,... Slack Tables
- Notifications Official Urgent emails: alert the team on Slack An AI model reads each incoming email and decides whether it is urgent (an outage, a complaint, a deadline today). Urgent ones trigger a Sla... Slack OpenAI
- Follow-ups and reminders Official Unpaid invoices: reminders with a graded tone Every weekday morning, lists the invoices of your Table that are unpaid and at least 7 days overdue (columns invoice_number, client, email,... 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
- Replies and drafts Official Cautious replies to supplier payment requests When a supplier chases a payment, the AI drafts a courteous reply that says the invoice is being checked, asks for the invoice number and pu... OpenAI Slack
- Follow-ups and reminders Official Chase a supplier for a missing delivery note An order confirmation from a supplier is logged in your Table (po_number, supplier, expected_date, delivery_note). The day after the expecte... OpenAI Slack Tables
- 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
- Replies and drafts Official Smart out-of-office that routes by urgency During your leave, urgent emails are flagged and announced to your backup, while the sender receives a tailored reply naming the return date... OpenAI Slack
- Notifications Official Signature completed: case marked as signed, owner alerted When Yousign reports a completed signature, finds the case in your table using the external id of the request (columns Case, Owner, Status),... Slack Tables Yousign
- 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
- 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
- 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
- Approvals Official Newsletter: AI proofreading, then editor-in-chief approval Your team emails the newsletter draft to an internal address. The AI proofreads it (typos, unsupported claims, missing unsubscribe mention,... OpenAI Slack Tables
- Sync with your tools Official MyNotary signature completed: tracking row and alert When MyNotary reports a completed signature, checks the contract is not already logged (MyNotary can replay events), adds a tracking row (Co... MyNotary Slack Tables
- Notifications Official Morning digest of unread mail on Slack at 8:00 Every weekday at 8:00, reads a table where another workflow logs incoming mail (columns Sender, Subject, Status “Unread”), has the AI write... OpenAI Slack Tables
- Other Official Monthly review of your processing register On the first of each month, reads your register of processing activities (a Table) and has the AI write a practical review checklist from it... OpenAI Slack Tables
- Data extraction Official Import a table pasted in an email, one row per line Partners often paste a price list or stock table in the body of an email. The AI turns it into clean lines, the workflow loops over them, ex... OpenAI Slack Tables
- Notifications Official Low stock alert on Slack, once per product Your stock tool posts each movement (keys: sku, product, quantity). Below 10 units, and only if no reorder is already open in your table (co... HTTP and webhooks Slack Tables
- Notifications Official Forwarded long thread summed up in 3 bullets on Slack When a colleague forwards a long thread (subject starting with “Fwd” or “TR”), the AI posts three bullet points on Slack: the situation, the... OpenAI Slack
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