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What Are Loops?

Loops are automated, recurring questions that Doe runs on a schedule. Instead of asking the same question every week, create a Loop and Doe will investigate automatically. Use Loops for:
  • Weekly performance reports
  • Daily metrics monitoring
  • Monthly trend analysis
  • Proactive anomaly detection
How it works:
1

Create a Loop

Ask a question, then click “Create Loop” to automate it
2

Set a schedule

Choose when Doe runs: daily, weekly, monthly, or custom
3

Configure delivery

Get results via email, Slack, or save to your Library
4

Doe runs automatically

Doe investigates and delivers insights on schedule
Common examples: 
Show me yesterday's closed deals with value over $10k
Schedule: Every morning at 9 AMDelivery: Slack message to #sales channelWhy it’s useful: Start each day knowing what closed without checking CRM
Show me all deals in negotiation stage for over 21 days.
Flag deals with no activity in the past week.
Schedule: Every Monday at 8 AMDelivery: Email to sales leadershipWhy it’s useful: Proactively identify stuck deals before pipeline reviews
Compare this month's revenue vs target by region.
Show top performers and areas needing attention.
Include year-over-year comparison.
Schedule: 1st of each monthDelivery: Save to Library, email to executivesWhy it’s useful: Automated board reporting, no manual work
Check for unusual patterns in customer churn this week.
Compare to historical trends and flag anomalies.
Schedule: Every FridayDelivery: Slack message if anomalies detectedWhy it’s useful: Catch issues early before they become problems
Show departments over budget this month.
Calculate variance and project end-of-quarter position.
Schedule: Every MondayDelivery: Email to finance teamWhy it’s useful: Continuous budget oversight without manual reporting

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Creating Your First Loop

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From Any Question

Step 1: Ask a question 
Show me Q4 revenue by product line
Step 2: Click “Create Loop” Button appears after Doe responds Step 3: Configure
  • Name: “Q4 Revenue by Product”
  • Schedule: Weekly on Mondays at 8 AM
  • Delivery: Email + save to Library
  • Recipients: Select team members
Step 4: Confirm Doe will run this analysis automatically every week

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Smart Scheduling

Loops understand time context: Relative Time: 
Show me yesterday's transactions over $5,000
Automatically adjusts each day Rolling Windows: 
Show me past 30 days of customer signups
Always shows the most recent 30 days Period Comparisons: 
Compare this month vs last month revenue
Automatically updates each month Delivery options:

Email Digest

Get results delivered to your inbox on schedule

Slack Notifications

Post to specific channels or DM team members

Library Archive

Automatically save to shared Library for team access

Conditional Alerts

Only notify if thresholds are met or anomalies detected

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Advanced Loop Features

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Conditional Delivery

Only get notified when something needs attention: 
Check daily revenue. Only alert if:
- Revenue is down more than 15% vs same day last week
- Or any product line shows decline over 25%
Benefit: Reduce noise, focus on what matters

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Chain Loops

Create sequences of automated analysis: Loop 1 (Daily): 
Identify deals closing this week
Loop 2 (Triggered by Loop 1): 
For those deals, check:
- Email activity in past 7 days
- Last Slack mention
- Recent meeting notes
Benefit: Multi-step investigation runs automatically

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Dynamic Recipients

Send results to different people based on content: 
Show deals by region over $50k closing this month.

Send Northeast results to → Sarah
Send Southeast results to → John
Send West results to → Maria
Benefit: Personalized insights without manual distribution

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Managing Loops

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View All Loops

Go to Settings → Loops to see:
  • Active Loops and their schedules
  • Recent run history and results
  • Performance metrics (runtime, success rate)
  • Edit or pause any Loop

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Edit a Loop

Change Schedule:
  • Adjust frequency or timing
  • Pause temporarily
  • Resume when needed
Modify Question:
  • Refine the analysis
  • Add filters or context
  • Change delivery format
Update Recipients:
  • Add or remove team members
  • Change delivery channels
  • Adjust notification preferences

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Loop History

See all past runs:
  • When it ran
  • What results it found
  • Who it was delivered to
  • Execution time
  • Any errors or issues
Click any past run to see the full analysis. Loop templates: Start with pre-built templates for common use cases:
  • Sales: Daily pipeline health check, weekly forecast accuracy, monthly quota attainment
  • Marketing: Weekly campaign performance, monthly channel ROI, daily lead quality metrics
  • Finance: Daily cash position, weekly burn rate, monthly budget variance
  • Operations: Daily inventory alerts, weekly vendor performance, monthly efficiency metrics
Customize templates to match your specific needs. Best practices:
Start simple: Begin with one or two critical Loops, add more as you learn what’s valuable
Use conditional alerts: Only notify when action is needed to reduce alert fatigue
Name Loops clearly: Use descriptive names like “Weekly Pipeline Review - Enterprise Deals”
Review Loop results: Check automated insights periodically to ensure they’re still relevant
Archive unused Loops: Pause or delete Loops that are no longer needed
Real examples:
  • Sales Leadership: “At-Risk Deals Alert” - Show deals over $50k closing this month with no activity in 10 days (Every Monday and Thursday at 8 AM via Slack DM to VP Sales)
  • Finance Team: “Budget Variance Monitor” - Show departments exceeding budget by more than 10% (Weekly on Fridays via email to CFO and department heads)
  • Marketing Team: “Campaign Performance Weekly” - Compare this week’s campaign metrics to last week (Every Monday at 9 AM via Slack #marketing channel)
  • Operations: “Inventory Reorder Alert” - Show products below reorder point (Daily at 7 AM via email to procurement team, only send if items need reordering)
Time saved with Loops: A sales team running 5 Loops saves 8-10 hours per week on manual reporting and dashboard checking. Instead of spending 2 hours weekly building reports manually, 30 minutes daily checking dashboards, and 1 hour monthly consolidating metrics, Loops deliver insights automatically with proactive alerts on issues. Loops vs. regular questions: Regular Questions:
  • One-time analysis
  • Ad-hoc investigation
  • Interactive follow-ups
  • Exploratory work
Loops:
  • Recurring analysis
  • Scheduled monitoring
  • Automated delivery
  • Proactive insights
Use both together: Loops for routine monitoring, regular questions for deep dives. Getting started:
1

Identify a recurring question

What do you ask Doe every week? That’s a good Loop candidate.
2

Ask it once normally

Make sure the question works and gives useful results
3

Click 'Create Loop'

Convert your question into an automated Loop
4

Configure and activate

Set schedule, delivery, and recipients

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Next Steps

Integrations

Connect data sources to power your Loops

Prompting best practices

Learn how to ask better questions for your Loops