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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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- Sync with your tools Official Confirmation emails turned into Outlook calendar events Training sessions, trade shows, travel or venue bookings: when a confirmation lands, the AI reads the title, the start, the end and the plac... OpenAI Outlook Calendar
- Replies and drafts Official Empathetic complaint replies, approved by a manager Spots complaints, summarises the grievance for the manager, then drafts an empathetic reply that acknowledges the problem without admitting... OpenAI
- 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
- 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
- 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
- Replies and drafts Official Acknowledge candidates, draft polite rejections Every application gets a neutral acknowledgement sent at once. A recruiter then decides in an approval step: if the application is declined,... OpenAI
- Sync with your tools Official Calendly booking email to a table row and a Drive folder When Calendly confirms a booking by email, extracts the invitee, the event and the date, logs it in a table (columns: Invitee, Email, Compan... Google Drive OpenAI Tables
- Triage and filing Official Auto-archive automated notifications No-reply senders and auto-generated notifications (build servers, SaaS alerts, receipts) leave the inbox for a Notifications folder, still u...
- Data extraction Official Send client documents to a OneDrive folder per company When a client email arrives with documents, the AI reads the subject and body to find the company name, creates its OneDrive folder if neede... OneDrive OpenAI
- Follow-ups and reminders Official Remind clients of tomorrow’s Calendly appointments Every hour, looks for Calendly appointments starting in 24 to 25 hours, fetches each invitee and sends a short factual reminder with the tim... Calendly OpenAI
- Replies and drafts Official Confirm appointments and answer cancellations Reads Calendly (or any agenda) notification emails. A new booking gets a confirmation draft reminding the details to the invitee; a cancella... OpenAI
- Sync with your tools Official Airtable status change to a client recap email Watches an Airtable table (projects, orders, requests). When a row reaches the status “Delivered”, an AI writes a recap for the contact stor... Airtable OpenAI
- Replies and drafts Official AI reply, sent after approval For each incoming customer email, an AI model drafts a reply in the thread, in the sender's language and tone. A teammate approves it from t... OpenAI
- Triage and filing Official AI inbox triage into folders Every incoming email is classified by an AI model into Invoices, Quote requests or Support, and filed in the matching folder. Anything the m... OpenAI
- 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
- Triage and filing Official Split accounting mail: invoices, expenses, payment replies The accounting mailbox receives three kinds of mail: supplier invoices, employee expense reports and customers answering a payment reminder.... Microsoft Teams OpenAI
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