From insight to action
Intelligence without action is just a report. Loam can draft communications, research questions, execute workflows, and schedule follow-ups — all within your governance framework.
Four ways Loam takes action
From drafting to executing, with full context at every step.
Draft
Compose with context
Loam drafts communications that sound like your team because it’s learned from thousands of your actual messages. Account updates, follow-ups, proposals — with full relationship context baked in.
Research
Deep answers, fast
Ask Loam to research a question and it searches across every connected system, synthesises findings, and delivers a brief with sources. Hours of work in seconds.
Execute
Workflows that think
Update CRM fields, create tasks, send notifications, trigger integrations. Loam executes multi-step workflows with the judgement to handle edge cases.
Schedule
Right message, right time
Loam knows when to follow up, when to escalate, and when to wait. Timing based on relationship patterns, not arbitrary rules.
Autonomous doesn't mean unsupervised
Every action respects your governance framework. GATEKEEPER permissions apply to actions, not just queries. Sensitive actions require approval. Everything is audited.
Permission-aware
Actions respect the same GATEKEEPER rules as queries. An agent can’t act on data it can’t see.
Approval workflows
High-impact actions surface for human review. You set the thresholds.
Full audit trail
Every action, every trigger, every outcome. Complete accountability.