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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 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
- Data extraction Official File PDF attachments in one Drive folder per sender Each email carrying a PDF creates (or reuses) a Google Drive folder named after the sender, then stores the PDFs inside it, named after the... Google Drive
- Data extraction Official Reconcile payment advices in Google Sheets Customers send payment advices or remittance notices. The AI extracts payer, payment date, amount, bank reference and the invoice numbers se... Google Sheets OpenAI
- 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
- Replies and drafts Official Offer Outlook slots and log the request For Microsoft 365 teams: detects whether the email really asks for a meeting, reads your free Outlook slots, and drafts a reply proposing th... OpenAI Outlook Calendar
- 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
- 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
- Sync with your tools Official Notion entry reaches a status: client email drafted Polls a Notion database. When an entry is set to “Ready to send”, the AI drafts the update for the client whose address is in the ClientEmai... Notion OpenAI
- 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
- Triage and filing Official Newsletter cleanup Mailing-list emails are marked as read and filed in a Newsletters folder as soon as they arrive, so your inbox only shows what a human wrote...
- Notifications Official New job application: notify the HR team without the CV When an application with an attachment arrives, the AI reads it and the HR channel on Teams gets a one-line note: role applied for, years of... Microsoft Teams OpenAI
- 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
- Notifications Official Monitoring email turned into a clear outage alert on Teams Alerting emails from your monitoring tool are long and cryptic. This reads each critical one, extracts the service, the severity and the imp... Microsoft Teams OpenAI
- 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
- Follow-ups and reminders Official Chase missing documents until they arrive When a client sends a file, lists what is still missing and drafts the request, then waits 3 business days. If the client replies, or if a c... OpenAI
- Sync with your tools Official Meeting request: create the event and confirm When an email asks for a meeting, an AI model extracts the proposed date, time and duration, creates the event in your Google Calendar with... Google Calendar OpenAI
- Data extraction Official Meeting minutes: summary and action items in Notion When meeting minutes arrive by email (body or attachment), the AI writes a short summary, lists decisions and action items with owner and du... Notion OpenAI
- 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
- Triage and filing Official Sort carrier mail: delays, shipping notices, claims For a logistics or freight desk. Carrier emails are classified as delay, shipping notice or damage/loss claim. Delays and notices update a s... Microsoft Teams OpenAI Tables
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