Use Cases

Use Cases

Discover how different teams use Workflows API.

Use cases describe workflow patterns by team and operating model. They are meant to help you recognize where deterministic automation can remove repeated manual work without hiding important controls. A finance team may care most about invoice intake, reconciliation, approvals, and close evidence. Sales operations may focus on clean handoffs between CRM, contracts, billing, and customer records. Customer success may need onboarding, renewal, and account-health processes that stay synchronized with finance systems.

Each use case should be read as a starting point for scoping. Before building, identify the triggering event, the source-of-truth system, the owner of each exception, and the final record that proves the work happened. Loopfour is most useful when the workflow has clear rules, repeatable inputs, and a known escalation path for ambiguous cases. If the process changes every time, document it first; if it repeats with small variations, it is a strong candidate for automation.

The pages in this section also help teams decide where to begin. Pick a workflow with enough volume to matter, but narrow enough that success can be measured clearly. Good first candidates often have visible queues, repeated copy-and-paste work, frequent handoffs between systems, or exceptions that already follow documented rules. Once the first workflow is stable, expand to adjacent steps that share the same trigger, records, or approval owners.