Partners · For agencies
Move one real AI workflow from demo to client work
Last updated:
In short
Get implementation help is Outloop's request path for agencies that want one real client workflow set up and running, not just access to the software.
You tell us about one workflow you want an agent running for a real client. We diagnose what it needs — accounts, workspaces, APIs, files — configure approved Outloop access, implement the workflow, train your team, and get you to a first working proof. Delivered by Outloop directly or a matched, trained implementation partner, depending on fit and availability.
Agents are easy in demos. Real client work breaks on access — another account, another workspace, another OAuth flow, another chance to touch the wrong client. This is the path for agencies that want that setup done properly the first time, with the team trained to run it afterward.
What the first engagement looks like
- 01
Select one valuable workflow
Not a platform migration. One real workflow you actually want an agent running for a client.
- 02
Map the systems involved
Accounts, workspaces, APIs, and resources the workflow needs to touch — and where it currently breaks.
- 03
Configure Outloop
Approved access set up once, scoped to the right client workspace.
- 04
Implement the workflow
Build the agreed workflow against your real environment, not a demo.
- 05
Validate it
Run it against a real client scenario and confirm it holds up.
- 06
Train your team
Your team learns to run and extend it — this isn't a black box you depend on us for forever.
- 07
Reach first proof
A working result on a real client, with approved access, audited.
- 08
Decide whether to expand
Scoped separately — we don't assume every engagement grows into more workflows.
What happens when your agent requests approved access
- 01
Client task
Start with the intended client and a defined result.
- 02
Approved Workspace
Use this client’s Context, accounts and resources.
- 03
Supported action
Work through the approved API, browser or file path.
- 04
Reviewable result
Inspect the output and involve a person where required.
- 05
Work history
Keep the work record with the intended Workspace.
Conceptual workflow. Supported actions depend on the configured service, runtime and approved resources.
Is this a fit?
Good fit
- ✓You manage several client accounts and the setup repeats every time
- ✓Agents need real API, file, advertising, analytics, or CRM access — not just chat
- ✓You're worried about an agent touching the wrong client's account
- ✓You (or your team) keep repairing the same access setup
- ✓You can name one workflow worth implementing properly
Not a fit right now
- ✗General AI curiosity with no real workflow in mind
- ✗A single personal account with no repeated setup
- ✗Prompt-only use — no real API, file, or account access needed
- ✗You're looking for a no-code automation builder, a vault, or a connector marketplace — Outloop is none of those
Request implementation help
Do not submit API keys, passwords, OAuth tokens, client secrets, Authorization headers, sensitive account IDs, private customer data, or local file paths in this form.
Let's get this to us another way.
We couldn't submit the request automatically. Please email support@outloop.co with your company name, work email, and the workflow description above. Do not send API keys or secrets.
Want to run the setup yourself instead? Start the 14-day guided trial. Already doing this kind of bridging work for clients? See becoming an implementation partner.