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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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- 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
- 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
- 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
- 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
- Follow-ups and reminders Official Missing homework: remind the student, then the parents Each school day at 5 pm, finds assignments past due and not handed in (columns student, email, parent_email, assignment, due_date, submitted... OpenAI 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
- Data extraction Official Track insurance claim emails in a structured table Emails from insurers or adjusters about a claim are structured: claim number, policy number, type of loss (fire, water, theft, vehicle…), lo... OpenAI Tables
- 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
- 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
- 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
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