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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 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
- Data extraction Official Add hotel and travel bookings to Google Calendar Booking confirmations (hotel, train, flight, rental car) are read by the AI, which extracts the title, start and end date-time, place and co... Google Calendar OpenAI
- Replies and drafts Official Smart out-of-office that routes by urgency During your leave, urgent emails are flagged and announced to your backup, while the sender receives a tailored reply naming the return date... OpenAI Slack
- Triage and filing Official Separate newsletters and robots from real mail No AI needed: the standard signals in the headers do the work. Mailing lists and unsubscribe headers go to a Newsletters folder (marked read...
- Replies and drafts Official Turn a rough note into a professional email Send yourself an email whose subject starts with [pro] and whose body is your rough notes. The AI rewrites it as a clear, polite professiona... OpenAI
- Sync with your tools Official Rule-based cleanup: file handled mail, mark it read Keeps the inbox clean without AI: receipts, calendar replies and automatic out-of-office answers each go to their own folder and are marked...
- 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
- 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
- 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
- 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
- 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
- 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
- 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
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