Use cases where LoopTree AI makes a visible difference

Every company has different tools and workflows, but the problems are similar. We build custom agents around your existing stack so you can remove bottlenecks without changing everything you already use.

Handles text, photos, documents & voice notes
Inbox / Finance & Ops / FIN-921
Agents Active
FIN-921
Action Required

Payment Failed: Invoice #9021

The payment retry logic failed after 3 attempts. Customer card returned 'insufficient_funds'. Agent has paused the subscription service and prepared a dunning notification workflow.

Activity Log

BA
Billing Agent
2m ago

Marked subscription sub_8x92m as past_due in Stripe.

NA
Notification Agent
1m ago

Generated and sent dunning email.

Subject: Action Required on your account
WhatsApp
Communication Layer

WhatsApp AI agents: your front desk, support team, and order taker

Turn WhatsApp into a smart, always-on layer for your business. Our agents can answer questions, process orders, qualify leads, and decide when to ask for human help.

Support

Online

Do you deliver to Soho?
Yes! We deliver daily from 9 AM to 6 PM.
Support Agent

Order Agent

Automated

Order 5x Cappuccino

Order confirmed!

5x Cappuccino

$22.50

Synced to sheet

Sales Agent

Qualifying...

Interested in Enterprise.
Great! Team size?
~50 people
Lead Qualified
Team: 50+ Ent Plan

1.1 Customer support & FAQs

HOOK: No more repetitive Qs

Stop having 10 people answering the same questions all day. We design an AI agent that sits on your main WhatsApp number:

  • Answers FAQs about prices, locations, and policies instantly.
  • Understands voice notes and images (receipts, products).
  • Routes complex cases to humans with summarized context.

1.2 Orders and operations

Let an agent take orders 24/7. Perfect for restaurants, retail, or rentals.

  • Guides client step-by-step (items, address, payment).
  • Syncs data to Google Sheets/ERP immediately.
  • Updates status: "Received", "In Prep", "Shipped".

1.3 Lead capture & qualification

Turn random messages into structured data. Don't let sales leads get lost in chat history.

LEAD DETECTED Just now
Budget: >$5k Timeline: ASAP
  • Asks qualifying questions automatically.
  • Scores leads and books calls for qualified prospects.

Outreach systems for LinkedIn & more

Scale your outbound without turning your brand into spam. We build structured workflows that feel human.

2.1 LinkedIn outbound engine

We pull the right profiles, use AI to personalize messages based on role/company, and handle follow-ups. You control the tone and daily limits.

LinkedIn
Connect Sent
Wait 2 days

2.2 Multi-channel outreach

Combine channels for bigger campaigns. Start with LinkedIn, follow with email, move hot leads to WhatsApp. Keep a single view of the prospect.

LinkedIn
Step 1
Step 2
Step 3
Intelligence

Web scraping that watches the internet for you

If your team is checking the same pages every day, we automate it. Receive notifications only when something important changes.

3.1 Daily summaries

We extract info from competitors or portals, clean it with AI, and send a 1-minute summary to your inbox.

3.2 Instant alerts

"Price dropped below $X" or "New regulation posted". You hear about changes as they happen, not 3 days later.

monitor_script.py

import looptree_watcher as watcher


# Monitor Competitor Pricing

target = "https://competitor.com/pricing"

current_price = watcher.extract(target, "enterprise_plan")


if current_price < 99.00:

alert.send_whatsapp("Price drop detected!")


>> SYSTEM ALERT

Change detected at 14:02 UTC. Alert sent to Admin.

Inbox Zero

Email workflows that clean, route, and respond

4.1 Inbound: triage and routing

We connect to your mailboxes (info@, support@) and use AI to classify emails, extract data (Order #), and route them to the right person with a summary.

New Invoice Request
FINANCE
Login Issue - Urgent
SUPPORT

4.2 Outbound

Automated follow-ups for sales or renewals. "Hey [Name], just checking in..." sent automatically if they haven't replied.

Auto-reminders active
A: Lead Name B: Status C: AI Next Step
Acme Corp INTERESTED Drafting email...
Stark Ind NEW Waiting for enrichment
Wayne Ent BOOKED Calendar invite sent
The Engine

Google Sheets as your automation hub

Many businesses run on Sheets. We treat your spreadsheets as a control center for powerful workflows.

5.1 Live database for Agents

Agents read your price lists/schedules from Sheets in real-time and write new orders directly into new rows. Operations stay in sync.

5.2 Trigger actions from cells

Change a cell to "Approved" -> AI sends an invoice. Add a new row -> AI creates a calendar event. Simple but powerful.

Don't start from a blank page. Start from your workflow.

These categories are just a sample. Every LoopTree AI project starts by understanding how your business already works, then designing a workflow around that reality.