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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
- Notifications Official Weekly support digest on Teams Every Monday morning, the rows added to your Support table during the week are read, an AI model writes a short digest (volumes, recurring t... Microsoft Teams Tables OpenAI
- Notifications Official Monday recap of last week’s new leads on Teams Every Monday at 8:30, reads the leads table (columns Company, Source, Need, Status “New”), asks the AI for a short recap by source with the... Microsoft Teams OpenAI 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 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
- 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
- Follow-ups and reminders Official Satisfaction survey 30 days after a ticket is closed Reads the “ticket solved” notifications of your helpdesk, waits 30 days, skips customers listed as opted out in your Table (column email), a... Google Sheets OpenAI Tables
- Replies and drafts Official Acknowledge requests with a ticket number Builds a ticket reference from the reception date and the sender, then has the AI write a short, neutral acknowledgement quoting it and prom... OpenAI Tables
- Replies and drafts Official Draft support replies from your FAQ table Identifies the topic of each support request, looks it up in a Table of answers (columns keywords, answer), then drafts a reply that sticks... OpenAI Tables
- 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
- 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
- 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
- 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
- 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
- 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
- Notifications Official One Teams alert per overdue unpaid invoice Each weekday morning, lists the rows of your invoices table whose Status is “Unpaid” and whose DueDate is before today, then posts one Teams... Microsoft Teams Tables
- 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
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