A tour of Studio

Studio is the app you sign in to. The sidebar on the left lists its areas by name. This page walks through each one, in the order the sidebar shows them.

The sidebar at a glance

• Home, Workflows, Dashboards and Integrations sit at the top.
• Approvals and Runs sit under the Operations group.
• Tables and Files sit under the Data & context group.
• Below them, Chats lists your past chats, Pinned workflows lists the workflows you pinned, and Recent workflows lists the ones you used last.
• Settings opens from your name at the bottom of the sidebar.

At the top of most pages you also see Search and an AI Chat button, which opens chat at the side of the page.

Home

Home is where you chat with Loopfour. Describe a job in plain words and chat builds the workflow, explains a run, or answers a question. Below the chat box, templates are grouped by finance area. See Chat.

Workflows

Workflows has two tabs:

• My workflows lists your workflows. Filter them by Draft, Active, Paused or Archived, and press Create to start an empty one.
• Templates holds ready-made workflows grouped by Close, AR, AP, Billing and RevRec. Press About to read one, or Use to set it up through chat.

Open a workflow to go to the editor, described below. See Start from a template.

Dashboards

Dashboards holds saved boards of charts and tables built on your tables. Press New dashboard to start one. You can share a board with your company, with named people, or by a public link. See Dashboards.

Integrations

Integrations lists the systems Loopfour can connect to, grouped by type. Press Connect on a system to give Loopfour access. The Connected tab shows what is already connected, with a status such as Connected, Expired or Error. See Connect a system.

Approvals

Approvals lists the runs that are waiting for someone to approve or reject, with Approve and Reject buttons. A count next to the name shows how many are pending. See Approve or reject a request.

Runs

Runs lists each time a workflow ran. Its tabs are:

• All runs: runs from all your workflows.
• Needs attention: failed runs and runs waiting for approval.
• Approvals: runs waiting for a decision.
• Running: runs still in progress.
• Audit trail: who did what and when across your company, with filters and an export.

Open a run to see each step, what it received and what it produced. See Runs.

Tables

Tables keeps rows of working data inside Loopfour, such as an open invoice list or a match log. Press New table, Import CSV or New folder. See Tables.

Files

Files holds the documents your workflows read or produce, such as vendor bills as PDF files. See Files.

Settings

Settings has three groups:

• Personal: General (your profile, company name, time zone and theme) and Team (invite people and set their role).
• Developer: API keys, Secrets and MCP. Your developer uses these. See Developers.
• App: Integrations, which takes you to the Integrations area.

See Team and access.

The workflow editor

When you open a workflow, Studio shows the editor:

• The canvas in the middle shows the trigger and each step as a block, joined by lines.
• The list on the left groups blocks under Triggers, Core Blocks and Integrations. Use Search blocks... to find one.
• Select a block to open its panel, with the tabs Configure, Output and Logs.
• The top bar has Runs (this workflow's runs), Run (start a run now) and Deploy (make the current version live).

See Find your way around the editor.

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