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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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- Notifications Official Monday recap of last week’s new leads on Teams Every Monday at 8:30, reads the leads table (columns Company, Source, Need, Status “New”), asks the AI for a short recap by source with the... Microsoft Teams OpenAI Tables
- Sync with your tools Official Website form submission to a table and a team alert Send your website contact form to this webhook (keys: name, email, company, message). The submission is stored in a table, summarised in one... HTTP and webhooks OpenAI Slack Tables
- Triage and filing Official Score web-form leads hot, warm or cold Your website form posts each lead to a webhook. The AI scores purchase intent from 0 to 100, the lead is saved in a Table with its temperatu... HTTP and webhooks OpenAI Slack Tables
- Data extraction Official Turn website form emails into Airtable CRM leads Contact-form notifications from your website are parsed: name, company, email, phone, request type and message are extracted and a lead reco... Airtable OpenAI
- Data extraction Official Track tender and RFP announcements with their deadlines Tender alerts, RFPs and consultation notices received by email are read by the AI: buyer, subject, reference, estimated value if stated, sub... Google Sheets OpenAI
- Triage and filing Official Fast-track emails from a strategic client’s domain Any email coming from the domain of a key account is flagged, filed in a VIP folder and announced on Slack with a three-bullet summary, whoe... OpenAI Slack
- Sync with your tools Official Enrich a contact record from the sender’s domain For each business email from a new sender, queries the open French company directory (recherche-entreprises.api.gouv.fr, no key required) wi... HTTP and webhooks OpenAI Tables
- Follow-ups and reminders Official Quote sent: nudge at day 3, approved reminder at day 10 Your CRM calls a webhook (email, name, quote_ref, amount) when a quote goes out. A gentle draft follows at day 3, then at day 10 a last remi... HTTP and webhooks OpenAI
- Replies and drafts Official Reply to quote requests with qualifying questions Reads each quote request, lists what is already known (need, quantity, deadline, budget) and what is missing, then drafts a reply that thank... OpenAI
- Approvals Official Quotes above 10,000 EUR: double approval Reads each quote emailed for release (PDF). Above 10,000 EUR it needs two approvals in a row: sales manager, then finance director, who sees... OpenAI
- Follow-ups and reminders Official Quote follow-up after three days Three days after a quote request lands, a follow-up email is drafted in the same thread, ready to be reviewed and sent. If the customer answ...
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
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