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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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- Triage and filing Official Route legal mail: contracts, disputes, GDPR requests Sorts legal-related emails by type. Contracts and signature requests go to their folders, disputes are flagged and announced, and GDPR right... Microsoft Teams OpenAI Tables
- 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
- Sync with your tools Official New lead email to an Airtable row and a draft reply Reads the inbound enquiry, extracts the company, the contact, the need and the budget, adds a row to your Airtable leads table, then prepare... Airtable OpenAI
- Replies and drafts Official Law firm intake acknowledgement with document list Acknowledges a contact request to a law firm and lists the documents usually needed for the type of matter (family, employment, business, ot... OpenAI
- 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
- Approvals Official Job offer: AI draft, HR director approval, then draft A hiring manager emails the terms of an offer (candidate, role, salary, start date). If anything is missing, a request for details is drafte... OpenAI
- Data extraction Official Job applications: profile to a Table, reply drafted Applications arriving on your jobs address are read (CV attached), an AI model extracts the role, years of experience and availability, a ro... Tables OpenAI
- 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
- Data extraction Official Invoices: extract and log to Google Sheets When an email arrives with a PDF attached, the text is read, an AI model extracts supplier, invoice number, amount and due date, and a row i... Google Sheets OpenAI
- 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
- 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
- Replies and drafts Official Propose meeting slots from Google Calendar When someone asks for a call or a meeting, reads your free slots for the next two weeks in Google Calendar and drafts a reply offering three... Google Calendar OpenAI
- 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
- Sync with your tools Official Email “TODO:” becomes a task in your Notion database Forward or send yourself an email whose subject starts with “TODO”. The AI extracts the task, the due date and the priority, creates an entr... Notion OpenAI
- Approvals Official Finance requests need a manager's approval Every email sent to your finance alias (payment requests, expense claims) opens an approval. Once approved, a confirmation is sent to the re...
- Approvals Official Expense reports above a threshold: manager approval Reads each expense report received by email (PDF or text), extracts employee, merchant, category and total. Above 150 EUR, your manager must... OpenAI Tables
- Data extraction Official Turn expense receipts into a Google Sheets ledger Employees forward receipts (PDF) to a dedicated address. The AI reads each one and logs merchant, date, total including tax, VAT and an expe... Google Sheets OpenAI
- Triage and filing Official Escalate angry, legal-threat or under-24h emails Spots the emails that cannot wait: an angry customer, a formal notice or legal threat, or a deadline within 24 hours. They are flagged in th... Microsoft Teams OpenAI
- Triage and filing Official Sort shop mail: returns, delivery, after-sales, disputes The order number is extracted first, then the AI routes the email to returns, delivery, after-sales or payment disputes. Every case is logge... Microsoft Teams OpenAI Tables
- Approvals Official Discounts above 15%: sales director approval When a sales rep emails a discount request, the AI extracts client, list price, discount and justification. Up to 15%, the rep gets a go-ahe... OpenAI
- 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
- 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
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