LogicLoop Quickstart

Learn how to set up your first LogicLoop rule in minutes.

LogicLoop lets you set up alerts and automations on your data, without writing code. This quickstart guide will show you how you can set up a Slack alert when a business threshold is exceeded.
LogicLoop can help connect your business data to actions
1. Connect your data source
Log in to LogicLoop, and hi if you need a setup link. 
LogicLoop can read and combine data from databases, Google Sheets and API-based SaaS apps. 
To add a new data source, you must be an admin user. Go to the Settings > Data Sources tab. Click + New Data Source to open the Create a New Data Source wizard. Select the type of your data source, and enter the necessary user credentials to configure it. Then click Test Connection to verify the setup. 
For a deeper dive into connecting datasources, refer to the Connect your datasource section in the docs.
Step 1: Connecting to a data source
2. Write or use AI to generate your first rule
LogicLoop lets you write SQL-based rules as queries on your data to manage your business processes. First, navigate to the Rules tab on the left sidebar. Here you'll see a listing of all existing Rules with useful metadata about the status of their last runs. Click + New Rule on the top right corner to start a new query, and enter your SQL. 
Our AI Query Generator lets you convert plain English text to a SQL query, so you can write rules even without any technical knowledge. To use Query Generator, open a new rule. In the top right, select AI Query Helper -> Query Generator. For example, you can say "Show all merchants and amounts with a large transaction over $10000" You can also choose which tables to run the query on. 
Important: Remember to hit Publish on the top right for your query before moving to the next step.
For a deeper dive, read the Write a rule section of our docs. 
This feature is powered by OpenAI. If you use this feature, only the text of your SQL query or your data schema format will be sent to OpenAI. None of your actual data will be sent.
Using AI Generator to write SQL queries from natural language text
3. Run it on a schedule and Trigger actions
Once you have a query, you can run it on a schedule, every 1 minute to every month, from the bottom left tab Schedule and Action > Run Schedule 
Running your rule on a schedule
Now, click + Add Action, and select Trigger Action > For each row returned and click Create Action. Go the Destinations tab on the left, click + Action Destination on the top right, and follow the steps to create a Slack integration and then create a Slack Action Destination. 
Then come back to your rule, click View Action on the bottom left and click + Add to connect this new Slack Action Destination. Select the channel you want to post alerts to from your list, and use our templating syntax to customize your alert, like the example below. 
For more details, refer to the Set up an action section of the docs.
Configuring your Slack alert with custom fields
Now click Run Rule Now, and you should see your Slack alert show up like this: 
That's it! You'll also see a complete history of all Action Logs in your rule run, so you can keep track of what ran. 
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LogicLoop Documentation

Next - Data Sources

Connect your data source

Last modified 21d ago