LoopfourChat: ask Loopfour to build or explain
Learn what you can ask Loopfour in chat on Home or from the AI Chat button, such as building a workflow or explaining a run, and what happens next.
Chat is where you ask Loopfour to do something in plain words: build a workflow, change one, explain a run, or chart your data. It works with your workflows, connections, tables and dashboards, and asks for approval before running, deploying or deleting a workflow.
Where to find chat
- Home opens chat full page. Type in the box that says "Describe a workflow, use @ to reference workspace data...".
- The AI Chat button at the top of other pages opens chat at the side, so you can keep the page in view.
- Chats in the sidebar lists your earlier chats. Press the New chat button (+) next to it to start a fresh one.
Chat is not shown inside the workflow editor. To change a workflow with chat, go to Home and name the workflow you mean.
What you can ask
| You want to | Example request |
|---|---|
| Set up a template | "Set up the template for overdue invoice reminders." |
| Build a workflow from a description | "When a deal closes in HubSpot, create the invoice in QuickBooks and post it to #finance in Slack." |
| Change a workflow | "In my vendor bill workflow, add an approval for bills over $10,000." |
| Run or deploy a workflow | "Deploy the month-end accruals workflow." |
| Understand a run | "Why did last night's payment matching run fail?" |
| Connect a system | "Connect Xero." |
| Work with data | "Create a table for open invoices with customer, amount and due date." |
| Chart your data | "Show @open_invoices by customer as a bar chart." |
| Learn how something works | "How do I start a workflow when a bill arrives by email?" |
| See recent activity | "What changed in our workflows this week?" |
Type @ to point chat at one of your tables or dashboards by name.
How it works
- TriggerYou ask
- StepChat checks what it needsYour connections, templates, earlier runs or these docs.
- StepChat prepares the changeA draft workflow, a table or a chart.
- ApprovalYou approve risky actionsRun, deploy, delete or disconnect.
- OutputYou review the result
- You see each action. While chat works, it shows what it is doing, such as "Browsing templates", "Creating workflow" or "Checking integrations".
- Templates come first. Chat looks for a template that fits the job before it builds from scratch.
- Missing systems get a Connect button. Chat cannot sign in for you. It shows a Connect button for each system the workflow needs, and you sign in.
- New workflows are drafts. A workflow chat builds starts as a Draft. It does not run until it is deployed.
- Risky actions wait for you. Before chat runs, deploys or deletes a workflow, disconnects a system, or removes a chart from a dashboard, Studio shows Approve and Deny buttons. Typing "yes" does not count; press Approve. If you press Deny, the action does not happen.
What Loopfour does and does not do
Chat can draft or change a workflow, but you must review the steps and test their results. New workflows start as Draft. Changes to an already Active workflow can affect its next run; pause it before making changes you have not checked.
Get better answers
- Name the systems and the trigger. "Each morning, read recent Stripe payments" names both the timing and the source.
- Give your rules. State limits and approvers, such as "bills over $10,000 need the controller".
- Ask one change at a time when you edit a workflow you rely on.
- Check before you deploy. Open the workflow and read each step. Chat can misread a request, and a deployed workflow does real work.