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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 Alert when a VIP client email is still unanswered after 4 h When a message arrives from an address listed in your VIP table (column Email), waits 4 hours. If someone in the team replied in the thread,... Slack Tables
- Follow-ups and reminders Official Satisfaction survey 30 days after a ticket is closed Reads the “ticket solved” notifications of your helpdesk, waits 30 days, skips customers listed as opted out in your Table (column email), a... Google Sheets OpenAI Tables
- Replies and drafts Official Acknowledge requests with a ticket number Builds a ticket reference from the reception date and the sender, then has the AI write a short, neutral acknowledgement quoting it and prom... OpenAI Tables
- Triage and filing Official Route support emails to tech, billing or sales Each customer email is read by the AI and filed in the folder of the right team: technical, billing or sales. Technical issues also raise a... OpenAI Slack
- Replies and drafts Official Draft support replies from your FAQ table Identifies the topic of each support request, looks it up in a Table of answers (columns keywords, answer), then drafts a reply that sticks... OpenAI Tables
- Data extraction Official Log support emails as tickets with sentiment in Sheets Every email to your support address becomes a ticket line in Google Sheets: sender, topic, product concerned, urgency, customer sentiment (p... Google Sheets OpenAI
- Replies and drafts Official Reply in the client’s language from an internal brief Email yourself a short internal brief (in any language) with a subject starting with [client], mentioning the client’s name, address and lan... 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 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 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
- 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
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