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Welcome to Outloop.

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In the next few minutes, we'll create your
first Workspace, connect a

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client's advertising accounts, use your AI
agent to connect a new service,

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and give Ollie its first real task.

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We'll also show how Ollie can pick up new
requests automatically, so you

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don't have to start every task yourself.

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I'll show you where to click, what to
choose, and how to know it's working.

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More clients.

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Same team.

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Everything starts with a Workspace.

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Think of it as one home for one client or
project.

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In Outloop, click Create workspace.

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Give it a name, choose your AI
environment, and click Create and connect.

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That's it.

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Outloop creates the local folder and prepares the instructions your AI agents
need.

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Claude Code, Codex and Hermes can work
with this environment.

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No separate Claude Cowork project or
manual folder connection is needed.

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Now open the Workspace Context.

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This is where you keep the client's goals,
key performance indicators, reference

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folders and working instructions.

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You can edit these yourself or ask an
authorized agent to help you update them.

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Next, click AI Worker.

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Meet Ollie.

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Open Settings, choose the engine, select a
Work owner and your Reviewers,

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and confirm their permissions.

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Once Ollie shows Active, you can give it
work directly.

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Want Ollie to receive tasks by email too?

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Select your connected mailbox, choose
which clients or team members can

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send requests, and confirm activation.

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Now Ollie can pick up authorized requests
without waiting for

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you to open a conversation.

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Let's give Ollie access to the services it
needs.

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Here's where Outloop becomes especially
useful for agencies.

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Let's start with Google Ads.

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Your agency connects its Google Ads
manager account once.

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Now open another client's Workspace.

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Go to API Access and choose Assign shared
key.

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Select your existing Google Ads
connection.

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Enter the client's customer account ID, review the account access, and click
Assign.

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Done.

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The new Workspace can now use that
approved client account

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without reconnecting Google Ads or
entering the credential again.

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Meta Ads works with the same idea.

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Select the existing agency connection,
choose the client's advertising

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account, and assign it to the Workspace.

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You can do the same with eligible Google
Analytics properties

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and other supported services.

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Need a separate credential for one
particular client?

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Choose the dedicated option instead, and
assign that connection

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only to the intended Workspace.

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Let's check Live Activity.

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Here you can see the service requests and
the Workspace they belong to.

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That's the advantage.

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Connect your agency services once.

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Assign each client's accounts.

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Start working.

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What if the service you need isn't already
in Outloop?

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That's where our Custom API engine comes
in.

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Open the Outloop website's Skills Catalog.

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Find the Custom API Setup Skill, download
the package, and return to Outloop.

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Open Skills, choose Import, and select the
downloaded package.

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Set it up as a Global Skill.

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Now your configured Global Skill is
available across your Workspaces,

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while each Workspace keeps its own
approved service access.

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Let's try it.

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Open a conversation with your authorized
agent and ask:

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"Connect PandaDoc to this Workspace using
the Custom API Setup Skill."

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The agent researches PandaDoc's official
documentation and prepares the connection,

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including its destination, authentication
method and supported operations.

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When a credential is required, enter it
directly into Outloop's secure form.

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Never paste it into the conversation.

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Outloop keeps the credential in your Mac's
Keychain, and the agent works

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through the approved connection.

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Now let the agent validate the setup and
perform a real test.

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Here is the result.

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The PandaDoc request succeeded, and we can
inspect the matching record in Outloop.

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Your agent can also perform approved write
operations when the service

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and Workspace permissions allow them.

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So you're not limited to a fixed list of
integrations.

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With Outloop and the right Skills, your
agent can help connect almost

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any service with a compatible API.

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And if you want a Skill customized for one
client, open that

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Workspace's Skills and create or update
its dedicated instructions.

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Now let's put everything together.

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Return to AI Worker and open Ollie.

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Type your request, and give Ollie the
information it needs.

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Here, we share one week of synthetic
campaign figures for a demo skincare

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brand, and ask for a short review and an
action plan for our account manager.

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Click Send.

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Ollie opens the conversation and starts
working.

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It works inside this Workspace, with its
Context and Skills.

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Let's follow the result.

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Ollie calculated the return on ad spend
for each channel, compared it with the

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target, and prepared an action plan.

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It also separates what the figures show
from what still needs investigation.

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Ollie works within the access you
approved.

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When an action needs a person's decision,
it asks your Reviewer first.

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Once the work finishes, open
Conversations.

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Here you'll find the request and the
recorded outcome.

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You can return to Ollie, or open a new
chat in Claude Code when

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you want a more hands-on session.

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But here's where Ollie becomes more than a
chatbot.

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Open Routines.

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Routines let you automate work instead of
requesting the same task again and again.

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You can schedule a weekly performance
report, or use a supported trigger

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to start work when something happens.

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Remember the email requests we enabled
earlier?

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That's a practical example.

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When an authorized client or team member
emails a request, Ollie

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intake picks it up automatically.

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It works in this client's Workspace, uses
its Context and approved

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tools, and starts the work.

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You don't need to open a chat or manually
start every request.

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And you can follow the work and its
results in Conversations.

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That's the difference between chatting
with an AI and having an AI worker

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that keeps your business moving.

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And that's your first setup.

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One Workspace for each client.

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Approved advertising accounts you can
assign in just a few clicks.

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Global and dedicated Skills that help your
AI worker follow your processes.

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A Custom API engine that helps your agent
connect more services.

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And Ollie, ready to handle direct
requests, scheduled work and

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authorized incoming tasks using your
client's Context and approved access.

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Your team stays in control of the
important decisions, while Ollie

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handles more of the execution.

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More clients.

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Same team.

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Below this video, you'll find the
step-by-step instructions, Skills

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Catalog, full Custom API walkthrough and
detailed connector guides.

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Welcome to Outloop.