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Agency

Workflows

Step-by-step jobs to be done. Each workflow lists the time to complete and the surfaces you'll touch.

Agency

  1. Add a sub-tenant

    10 min

    Onboard a new client.

  2. Apply a snapshot to several tenants at once

    5 min

    Bulk config push.

  3. Audit per-tenant usage

    5 min

    Drill into one client's spend.

  4. Cross-tenant AI usage report

    3 min

    See spend per tenant.

  5. Export agency billing data

    3 min

    CSV for invoicing clients.

  6. Manage agency staff roles

    5 min

    Add your team across all sub-tenants.

  7. Manage the cross-tenant template library

    5 min

    Shared templates.

  8. Offboard a sub-tenant

    3 min

    Remove a client from the agency.

  9. Open the agency dashboard

    3 min

    Cross-tenant rollup.

  10. Operate the creator dashboard

    5 min

    Marketplace earnings.

  11. Pay marketplace creators

    5 min

    Process creator earnings.

  12. Publish a template to the marketplace

    10 min

    Share a polished asset.

  13. Run a cross-tenant rollup report

    3 min

    Combined view across clients.

  14. Search across all sub-tenants

    1 min

    Find a lead or record across clients.

  15. Set per-tenant reseller markup

    3 min

    Bake in margin.

  16. Set per-tenant spend caps

    3 min

    Cap AI spend per client.

  17. Set up a white-label domain

    15 min

    Host your agency on your own URL.

  18. Switch between tenants

    1 min

    Use the tenant switcher.

Automation & AI

  1. Audit Agent runs

    5 min

    Read the trace.

  2. Build a workflow via chat

    6 min

    Describe and emit JSON.

  3. Build a workflow visually

    10 min

    Drag and drop.

  4. Configure an Automation

    3 min

    Turn on a pre-built.

  5. Drop a comment in a Mission thread

    2 min

    Async collaboration on long runs.

  6. Organize agents into folders

    4 min

    Group agents by domain or use case.

  7. Run a custom Agent in chat

    3 min

    @mention an agent.

  8. Run a custom Agent in chat

    2 min

    Use a teammate-built agent.

  9. Save a Recipe

    5 min

    Capture a workflow template.

  10. Set up Voice agents

    15 min

    Twilio + AI.

  11. Spawn a Mission

    5 min

    Long-running AI task with sub-agents.

  12. Use Mission Templates

    3 min

    Pre-baked starting points.

  13. Use the computer-use agent

    10 min

    Drive a browser.

Brand & trust

  1. Add a legal doc

    5 min

    Privacy, terms, etc.

  2. Audit security activity

    5 min

    Check the security log.

  3. Generate your brand kit and logo

    10 min

    Create palette, fonts, and logo.

  4. Send a contract

    8 min

    E-sign.

  5. Set your default brand voice

    5 min

    Pick a tone profile.

  6. Turn on HIPAA tier

    10 min

    Higher-trust mode.

Collaboration

  1. Approve a workflow run that needs sign-off

    2 min

    Review the pending step.

  2. Read the activity inbox

    3 min

    Catch up on everything that happened.

  3. Triage my-work daily

    1 min

    Run the daily my-work review.

Commerce

  1. Connect Stripe Connect

    10 min

    Wire up payments.

  2. Create a product

    5 min

    Add a sellable item.

  3. Create a product

    5 min

    First product.

  4. Generate a hosted payment link

    3 min

    Stripe-backed checkout URL.

  5. Generate a hosted payment link

    2 min

    Stripe-backed checkout URL.

  6. Send an invoice

    5 min

    One-off bill.

Commerce (advanced)

  1. Convert an estimate to an invoice

    2 min

    Quote to bill.

  2. Create a coupon

    3 min

    Discount code.

  3. Pay an affiliate

    3 min

    Initiate payout.

  4. Refund an order

    3 min

    Stripe refund.

  5. Send an invoice

    5 min

    Bill a customer.

  6. Set up post-purchase reviews

    5 min

    Automate review asks.

Content & SEO

  1. Auto-import an RSS feed

    5 min

    Pull posts from RSS.

  2. Drop into the evergreen queue

    3 min

    Recycle posts.

  3. Manage reusable snippets

    5 min

    Create and reuse text blocks across surfaces.

  4. Publish a blog post

    12 min

    Draft and publish.

  5. Publish a blog post

    3 min

    Push a draft live.

  6. Write per-platform social posts

    6 min

    Use the catalog.

Customer-service tools

  1. Use Ask the Web

    3 min

    Web search via AI.

Directory

  1. Use the public directory

    2 min

    Find a business.

General

  1. First-time setup tour

    10 min

    Walk through the onboarding flow.

  2. Set your business blueprint

    8 min

    Fill in the structured business profile.

Healthcare

  1. Add a room or equipment

    5 min

    Resource-gated booking.

  2. Add an event-type preset

    5 min

    Pre-build common events.

  3. Create a service menu

    5 min

    Bundle event types.

  4. Open public booking

    8 min

    Customer-facing scheduler.

  5. Send post-visit review requests

    5 min

    Drive ratings.

  6. Set up patient records

    10 min

    Healthcare CRM.

Inbox

  1. Read the activity feed

    3 min

    Stay informed.

Leads & CRM

  1. Add a lead manually

    2 min

    Single lead.

  2. Enrich a lead with AI

    3 min

    Add missing data.

  3. Find a lead

    2 min

    Search and filter.

  4. Import leads from CSV

    6 min

    Bulk add from a spreadsheet.

  5. Skip-trace a lead

    2 min

    Look up phone, email, address.

  6. Take an enrichment mission end to end

    10 min

    From idea to closed loop.

Marketing

  1. Add a chat widget to a site

    5 min

    Embed an AI bubble.

  2. Add a form to a site

    5 min

    Embed a lead-capture form.

  3. Add a QR code

    3 min

    Generate a tracked QR.

  4. Build a funnel

    12 min

    Multi-step capture.

  5. Build a multi-step email sequence

    15 min

    Drip campaign.

  6. Build a quiz

    10 min

    Scored survey.

  7. Build a survey

    8 min

    Hosted form.

  8. Build an ad audience

    5 min

    Save a target persona.

  9. Generate ad copy

    6 min

    Platform-specific ads.

  10. Improve deliverability

    10 min

    Boost inbox placement.

  11. Resend a verification email

    2 min

    Resend SPF/DKIM check.

  12. Schedule a countdown timer

    3 min

    Live countdown.

  13. Schedule a social post

    5 min

    Queue cross-platform.

  14. Send a one-off email blast

    6 min

    Quick send.

  15. Verify a sending email identity

    12 min

    Verify a sender via SPF and DKIM.

Marketing Engagement

  1. Build a funnel

    15 min

    Multi-step lead capture.

  2. Build a multi-step email sequence

    20 min

    Drip campaign.

  3. Build a scored quiz

    12 min

    Surveys with result tiers.

  4. Build a survey

    10 min

    Collect unscored responses.

  5. Create a trigger link

    3 min

    Track every click and fire automations.

  6. Drop a form on a site

    5 min

    Embed a lead capture form.

  7. Schedule a social post

    3 min

    Queue a single post for later.

  8. Send a one-off email blast

    10 min

    Single send to a segment.

  9. Write per-platform social posts

    5 min

    One idea, many platform-tuned drafts.

Memberships

  1. Add lessons to a course

    10 min

    Build the curriculum.

  2. Add lessons to a course

    20 min

    Populate a course.

  3. Configure client portal

    6 min

    White-label portal.

  4. Issue a credential

    6 min

    Auto-issue on completion.

  5. Launch a course

    15 min

    Build and publish a course.

  6. Open a community space

    8 min

    Skool-style space.

  7. Set per-tenant white-label branding

    6 min

    Brand each tenant.

Missions

  1. Cancel a Mission mid-run

    1 min

    Stop a runaway mission.

  2. Comment on a teammate's mission

    2 min

    Collaborate.

  3. Read a mission transcript

    5 min

    Audit a mission.

  4. Spawn a Mission with sub-agents

    5 min

    Run a long task.

Reports & analytics

  1. Compare to benchmarks

    3 min

    Industry medians.

  2. Look at AEO citations

    3 min

    LLM citation tracker.

  3. Look at competitor ads

    5 min

    Meta ad library.

  4. Open the attribution report

    5 min

    Skim revenue sources.

  5. Read a scheduled report

    3 min

    Open the latest.

  6. Read benchmarks

    3 min

    Industry comparison.

  7. Read creative intel

    4 min

    What is working in your creative.

  8. Read insights

    5 min

    Weekly memo.

  9. Read insights memo

    5 min

    Cross-source weekly memo.

  10. Read the Attribution Report

    5 min

    Revenue by source.

  11. Read the Attribution Report

    5 min

    Source-by-source revenue.

  12. Review pending recommendations

    5 min

    Triage AI suggestions.

  13. Schedule a recurring report

    5 min

    Email a report on cron.

  14. SEO keyword research

    10 min

    Find ranking opportunities.

  15. Track AEO citations

    3 min

    See where AI mentions your brand.

  16. Track AEO citations

    6 min

    LLM citation tracker.

  17. Watch a competitor

    5 min

    Track diffs.

Sales & CRM

  1. Add a lead manually

    2 min

    Create a single lead by hand.

  2. Apply tags to leads in bulk

    5 min

    Tag many leads at once for segmentation.

  3. Auto-assign incoming leads

    5 min

    Route inbound by rule.

  4. Build a Custom Object

    8 min

    Define a new record type.

  5. Discover leads from Apollo or web

    10 min

    AI sources new leads.

  6. Discover new leads

    10 min

    Source leads from Apollo, GitHub, Places, or the web.

  7. Enrich a lead with the AI Mission

    3 min

    Spawn the enrichment Mission on a single lead.

  8. Forecast pipeline revenue

    3 min

    Read the forecast view.

  9. Import leads from a CSV

    5 min

    Bulk add.

  10. Merge a duplicate company

    4 min

    Combine two company records.

  11. Move a deal across the pipeline

    2 min

    Drag-drop pipeline updates.

  12. Move a deal in the pipeline

    2 min

    Drag stages.

  13. Read a custom record

    2 min

    Custom object data.

  14. Read the pipeline

    3 min

    Kanban view.

  15. Run market research

    5 min

    AI scan of a market.

  16. Score every lead

    10 min

    Build scoring rules.

  17. Skip trace a lead

    2 min

    Look up missing phone or email.

Settings · billing + BYOK

  1. Buy your first credits

    5 min

    Buy a credit pack or switch to BYOK.

  2. Change your plan

    3 min

    Upgrade or downgrade.

  3. Recover from credits empty

    3 min

    Top up or BYOK.

  4. Set a monthly spend cap

    3 min

    Limit AI usage.

  5. Switch to BYOK

    5 min

    Use your own keys.

Settings · general

  1. Connect your custom domain

    15 min

    Point a domain at Looper.

  2. Delete the workspace

    5 min

    Permanent delete.

  3. Export every tenant table

    5 min

    GDPR-style export.

Settings · snapshots

  1. Apply a snapshot to a new client

    6 min

    Clone tenant config.

  2. Save a tenant snapshot

    3 min

    Capture config.

Sites

  1. Edit a draft site

    10 min

    Tweak before publish.

  2. Generate a site (Bespoke mode)

    10 min

    Opus-powered high-quality generation.

  3. Generate a site (Fast mode)

    5 min

    Haiku-powered fast generation.

  4. Per-section regenerate

    3 min

    Refresh a single section.

Sites And Pages

  1. Edit a draft site

    10 min

    Tweak before publish.

  2. Generate a site in Fast mode

    3 min

    Cheap and quick site draft.

  3. Regenerate a single site section

    2 min

    Targeted edit without redoing the whole site.

Tasks

  1. Pick up a task assigned to me

    3 min

    Knock down My Work.

Team

  1. Approve a paused workflow run

    3 min

    Clear the queue.

  2. Approve a workflow run needing approval

    3 min

    Triage approvals.

  3. Invite your first teammate

    3 min

    Add a member.