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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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- Approvals Official Leave requests by email: HR approval with leave balance An employee emails a leave request. The AI reads dates and duration, the workflow looks up the leave balance in your Table (columns email, d... Google Calendar OpenAI Slack Tables
- Triage and filing Official Route incoming mail by language to the right team Detects whether an email is written in French, English or another language and files it in the matching team folder. For other languages, th... OpenAI Slack
- Triage and filing Official Tell known clients from strangers on arrival Looks up the sender in your client Table (key column Email). A known client is flagged and filed in the clients folder with an alert; an unk... Slack Tables
- Triage and filing Official Sort job applications by role Applications that land in the jobs mailbox are read by the AI, which identifies the role (sales, tech, operations or spontaneous) and files... OpenAI Slack
- Follow-ups and reminders Official Flag important emails left unanswered for 48 hours The AI spots incoming emails that clearly expect an answer (a question, a request, a deadline). If nobody has replied in the thread after 48... OpenAI Slack
- 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
- 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
- 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
- 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
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