Gumloop has three core features: Chat, Agents, and Workflows, each built for a different type of work. Understanding which to use when is the key to getting value fast.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Quick Reference

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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.