Welcome to Gumloop. My goal here is simple: by the end of this course, you’ll know how to spot the parts of your day, or your team’s work, that AI can handle, or at least help you with.
When you think about it, work can be broken down into three broad categories. First, ad hoc tasks: check your email, get caught up on Slack, review a document someone just shared, prep for a meeting. There’s no pattern here. It’s just the work that fills our days.
Then there are recurring tasks: generating a weekly report, updating your CRM after calls, pulling metrics before standup. You know you’re going to do this this week, and the next week, and the week after that.
And then there are your workflows. Business processes like lead routing, onboarding new teammates, or support ticket triage. In Gumloop, we can help you with each of these.
Chat lets you interact directly with the different tools you use. Instead of bouncing between six different tabs to prep for your day, you can just ask: “What’s on my calendar today?” or “Any open actions from last week?” Your apps and data are already connected, so you get the right answer instantly.
Agents are for your recurring tasks. You build an agent, give it a job and the tools it needs, and your team can use it whenever, wherever. An agent that answers your team’s questions about policies. A sales agent that helps reps prep for sales meetings. A support agent that triages tickets. You build it once, your whole team uses it.
And then workflows, for orchestrating processes. Run on a schedule so reports land in your inbox Monday morning. Run enrichment agents in bulk, or keep your CRM data always up to date. Connect your agents into repeatable processes with workflows.
It’s a new world out there, it really is. And it’s frankly new for me too. I wasn’t using any of this 18 months ago, just like you. So throughout this course, we’ll go step by step, explaining both how Gumloop works and what you need to understand about the underlying AI to excel in this new world.
So let’s get started. We’ll take it step by step. And if I can figure this out, you definitely can too.
What is Gumloop
Gumloop lets you use AI across every aspect of your work. Connect your tools, and let AI handle the rest.
Gumloop is a platform that lets you use AI across every aspect of your work. Whether it’s answering a quick question, handling a task your team repeats every day, or running an entire process in the background, Gumloop connects AI to the tools you already use and gets the work done.
The Framework: Three Types of Work
Almost everything you do at work falls into one of three buckets:
- Ad hoc tasks: one-off things with no pattern. Prepping for a meeting, looking up a customer’s status, summarizing a doc someone just shared.
- Recurring tasks: things you or your team do regularly. Weekly reports, CRM updates after calls, triaging inbound requests every morning.
- Processes: things that should run in the background, on a timer, or in bulk. Lead routing, new hire onboarding, support ticket escalation.
Gumloop gives you a tool for each one.
Chat: For Ad Hoc Tasks
Chat is the fastest way to get things done in Gumloop. You type a question, Gumloop pulls from your connected apps, and you get an answer.
Examples
- ”What’s on my calendar today?” Pulls from Google Calendar, summarizes your day.
- ”Summarize the last 5 messages in #sales-alerts” Reads Slack, gives you the highlights.
- ”What’s the status of the Acme deal?” Checks Salesforce, returns the latest activity.
Agents: For Recurring Tasks
An agent is a Chat that you’ve configured for a specific job. You give it instructions, connect the tools it needs, and share it with your team. Anyone can use it. They don’t need to know how it works under the hood.
Examples
- Sales prep agent: reps ask “Brief me on Acme Corp before my 2pm.” The agent pulls from your CRM, recent emails, and LinkedIn to build a one-pager.
- Policy Q&A agent: new hires ask “How do I submit expenses?” and get an answer sourced from your internal docs.
- Support triage agent: your team pastes a ticket and asks “How should we handle this?” The agent checks your knowledge base and past resolutions to recommend a response.
Workflows: For Processes
Workflows are for processes that run in the background, on a timer, or in bulk. A trigger fires, an agent or a series of steps kicks off, and the work gets done without anyone asking.
Examples
- Lead enrichment: new lead enters your CRM → enrich with company data → score → route to the right rep → send a Slack notification. Runs automatically on every new lead.
- Weekly reporting: every Monday at 8am, pull metrics from your tools, generate a summary, drop it in your team’s Slack channel.
- Support escalation: ticket marked urgent → check SLA → pull customer history → draft a response → assign to senior rep.
Quick Reference
| Chat | Agents | Workflows | |
|---|---|---|---|
| Best for | Ad hoc tasks | Recurring tasks | Background, scheduled, or bulk processes |
| Who uses it | You | Your team | Runs automatically |
| Setup effort | None | Some (instructions + tools) | More (trigger + steps) |
| Example | ”What’s on my calendar?” | Sales prep agent | Lead enrichment pipeline |
What’s Next
In the next lesson, we’ll start with Chat: connect your first tools and see what Gumloop can do for you in under a minute.