Loopio

Loopio connects across classes, and permissions travel with the content rather than stopping at the boundary.

Content is drawn from SharePoint, Google Drive and unstructured document stores; contributors are reached in Slack and Microsoft Teams; CRM connections tie responses to the deals they belong to, with Salesforce the most developed; identity connects through Okta, OneLogin, Microsoft Azure and ADFS; and governed content surfaces across the Microsoft 365 suite through a Copilot Agent that carries each user's entitlements with it, so a seller in PowerPoint sees only what they are cleared for.

That spans document storage, collaboration, CRM, identity and productivity. No public connector directory or count is published, so breadth is shown by named classes rather than a catalog.

Sourceloopio.com/platform/integrations and loopio.com/platformread 2026-09-04

Loopio runs a full chain with governance in the middle of it.

An uploaded RFP in any format is parsed and its requirements extracted into a structured checklist, responses auto-populate from the approved library and connected sources, a subject matter expert is tagged where a gap remains with the notification landing in Slack or Microsoft Teams, and the answer then moves through multi-stage approval from draft to review to sign-off automatically with the right people notified at each step.

Vetted answers then consolidate back into the governed library with ownership and version history, so completing a response improves the corpus rather than only producing a document. A second chain runs on the library itself through automated review cycles and freshness scoring.

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Answers are grounded on a governed corpus the customer owns, and the quality of that grounding is itself managed. Response Intelligence answers from a library Loopio positions as the single approved source of truth, supplemented by connected sources including SharePoint, Google Drive and unstructured documents, and every generated answer carries a traceable citation back to the entry it came from.

The corpus is curated rather than merely connected: entries carry ownership, version history, automated review cycles and a freshness score, and content partitions by business unit so a compliance claim written for one division cannot ground an answer in another division's proposal unless permissions allow it. That scopes grounding by authority as well as by relevance.

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Review and approval happen inside the product. Governed workflows route generated answers through review before submission, with multi-step reviews on Enhanced and above, subject matter experts tagged into the gaps they own, and confidence scores and citations on each answer to direct attention.

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Single sign on runs through SAML 2.0 and Google authentication, integrating with Okta, OneLogin, Microsoft Azure and ADFS, and the platform's own access model partitions content by business unit so a contributor draws only from answers their permissions allow, with those permissions carried into external surfaces rather than stopping at the console. On compliance, Loopio is SOC 2 Type II certified and validated by annual third party audits.

Data is encrypted with TLS 1.2 in transit and AES-256 at rest, annual third party penetration testing covers the OWASP critical risks, and Loopio states GDPR compliance and CCPA alignment. Customer data is separated logically through coding standards, code review and database design, vendor security assessments are documented, and a published data processing addendum carries Standard Contractual Clauses.

Loopio states its information security management system is based on ISO 27001 rather than claiming certification against it, so the certified attestation is SOC 2 Type II and the ISO reference is an alignment claim.

Sourceloopio.com/platform/security, loopio.com homepage security section and loopio.com/legal/data-processing-addendumread 2026-09-04

Loopio audits content and people, not the AI's runs. Version history, audit trails of who changed and approved an answer, ownership, freshness scores and a performance analytics surface cover the content and the people. Nothing documents a trace of what the AI generated, retrieved or routed.

Sourceloopio.com/platformread 2026-10-01

What persists is a governed content library rather than memory. Vetted answers consolidate back into the library with owners, version history, review cycles and freshness scores, as the customer's own content. No memory the AI writes and reads back as its own state, with a scope, lifetime or delete path, is documented.

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The service runs as multi tenant cloud with no location or topology control offered. The security page states that customer data is hosted on Amazon Web Services with web servers and databases load-balanced across multiple availability zones, which is a reliability arrangement rather than a residency option, and it is the closest Loopio comes to describing where data sits.

No region selection, EU or other in region option, private cloud, VPC, single tenant tier or on premises route is documented. Isolation is logical rather than physical: customer data is separated through coding standards, code review and database design. On cross-border movement Loopio documents legal cover, with Standard Contractual Clauses applied to transfers out of the EU, UK or Switzerland, which is not a residency option.

Sourceloopio.com/platform/security and loopio.com/legal/data-processing-addendumread 2026-09-04

One named agent comes with a set of resources, and there is nothing to browse and adopt. The Copilot Agent ships built and is the only named agent on the property; alongside it sit response templates and tools, which are largely enablement resources rather than configured product artifacts a customer selects into the platform.

The templates are real published assets and the Copilot Agent is a shipped, named capability. There is no catalog of prebuilt agents for distinct jobs and no template gallery of adoptable configurations, which fits a platform whose proposition is a governed library the customer builds and owns.

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Formats and channels are broad, but work has one way in. Document coverage spans RFPs, RFIs, DDQs, security questionnaires, proposals and general sales knowledge from one system, with import and export in any format including portal-based questionnaire layouts, and contributors are reached where they already are, through Slack, Microsoft Teams, connected CRMs, Microsoft Copilot and PowerPoint.

Those are notification and delivery channels rather than intake, since work enters by a person uploading a document; the API can create a project and webhooks run both ways, but no inbound email watcher, portal poll or event trigger that starts a response is documented.

The closest thing to a schedule is the automated review cycles that fire against the library on a cadence and surface stale entries as a queue with freshness scoring, which is scheduled work reaching a person, though it maintains content rather than bringing a response in.

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The customer does not choose the model and no provider is named. Response Intelligence is presented as proprietary AI trained on more than a decade of response data, which is a claim about training corpus and ownership rather than architecture.

No model list, routing policy stating which model handles which task, per workspace selection or bring your own key option is published. The Copilot Agent surfaces Loopio content inside Microsoft Copilot, which is the customer's own assistant calling Loopio rather than a choice of model. The proprietary framing makes it less likely the underlying models will ever be named.

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An API for the platform itself is documented and open to every subscription. Loopio's API guide (modified 26 August 2025) says other tools can search, retrieve, create and update library content, search projects, create a new project and update project information, create variables, and use webhooks both ways, on any Loopio plan; the support center confirms the API and points to developer.loopio.com, which redirects to a Stoplight reference.

Sourceloopio.com/blog/api-frequently-asked-questions and support.loopio.com API Documentationread 2026-10-01

A continuous maintenance loop keeps content current, but nothing tests the agent. Three mechanisms operate on quality: per-answer confidence scores signaling readiness to submit, freshness scoring that prioritizes which library entries need attention, and automated review cycles that put stale content in front of its named owner on a cadence rather than waiting for it to be discovered mid-bid. An analytics and performance module reports on the result.

Nothing runs a controlled comparison, with no scored evaluation set, no benchmark, no regression check when the library or the matching model changes, no sandbox or dry run before an answer reaches a reviewer, and no win-loss feedback connecting submitted responses to outcomes, so answer quality never calibrates against whether the bids were won.

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Nothing in the product drives procurement portals or other interfaces. Responses can be exported in a portal-based questionnaire format, but that is formatting a file to match a portal's layout rather than filling the portal, and no browser extension, portal autofill, headless session, screen or click automation is documented. The Copilot Agent operates inside Microsoft 365 through Microsoft's own extension framework, which is an authenticated integration rather than an agent driving an interface it has no access to. Loopio handles portal formats by import and export only.

Sourceloopio.com/platform and loopio.com/platform/integrationsread 2026-09-04