Loops Intro

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his video introduces how Loops automate the resolution of changes detected during the monitoring process:

• Handling Alerts: Use the loop builder to pick up alerts (e.g., a new company name identified) and create a sequence to resolve them.

• Engaging Clients: Automate requests for updated information and documents from the affected client.

• Document Processing: Apply company OCR to automatically extract information from uploaded documents, sending the results to the case management system to close the loop.