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Taploop
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How it works

Your agentdecides.Taploop makesit executable.

Connect your data and marketing tools to the AI agents you already use. Taploop turns their decisions into action.

Create accountExplore capabilities

Your data

CRM · Analytics · Social

Salesforce
HubSpot
PostHog
Google Analytics
Reddit
LinkedIn

Your AI agents

Research · Plan · Decide

Codex
Claude Code
taploop

Data + execution for AI agents

  1. Connect
  2. Authorize
  3. Execute
  4. Verify
Human approval when needed

Marketing actions

Ads · Creative · Email · Direct mail

Google Ads
Meta Ads
Canva
Mailchimp
PostGrid

Verified
results

Evidence returned
to your agent

Illustrative integrations and workflow
The lifecycle

One goal. Seven controlled steps.

Work in your AI agent. Taploop handles access, approvals, execution, and evidence.

01–02 / Connect

Salesforce
HubSpot
Google Analytics
Codex
Claude Code
  1. 01

    Connect your business

    Add the data and systems your agent needs.

  2. 02

    Connect your AI agent

    Add Taploop to Codex or Claude Code.

03–05 / Plan & approve

GoalDeliver qualified leads
  1. 03

    Set the objective

    Define success and a maximum budget.

  2. 04

    Choose capabilities

    Your agent selects the tools for the job.

  3. 05

    Review the plan

    Approve spending and consequential actions.

06–07 / Execute & verify

Google Ads
Meta
Canva
  1. 06

    Run approved actions

    Taploop coordinates tools, data, and people.

  2. 07

    Return evidence

    Your agent receives results, costs, and receipts.

Execution record
  • Access
  • Approvals
  • Spending limits
  • Execution
  • Evidence

Illustrative workflow and integrations

Illustrative workflow

Generate 30 qualified
consultations in Toronto.

From a business goal to coordinated action and evidence.

Illustrative workflow. Some connectors shown are planned.
30Target
consultations
  1. 01 / Objective

    Set the target

    30 qualified consultations in Toronto, within an approved budget.

    Goal: 30 consultations
  2. 02 / AI agent
    Codex
    Claude Code

    Research & plan

    Find demand, compare options, and propose actions.

  3. 03 / Taploop
    taploop

    Check & coordinate

    Check permissions, budget, approvals, and tool availability.

    Human approval
  4. 04 / Execution
    Google Ads
    Webflow
    HubSpot
    Local creator

    Activate the tools

    Coordinate ads, landing pages, CRM, and creators.

    Connector examples
  5. 05 / Evidence

    Verify the result

    Count only CRM records that match the qualification criteria.

    Costs · Receipts · Source records
Clear responsibilities

Your agent plans.
Taploop makes it happen.

Keep strategy in your AI agent. Manage access, approvals,
execution, and evidence through Taploop.

Codex
Claude Code

Your AI agent

Strategy & decisions

  • Understand your goal

    Interpret objectives, constraints, and success.

  • Research opportunities

    Compare data, options, and past results.

  • Build and adapt the plan

    Choose actions and refine the approach.

  • Learn from results

    Use returned evidence to improve the next step.

Proposed actions
Results & evidence
taploopControlled execution

  • Control access

    Manage connections, credentials, and permissions.

  • Apply approvals and limits

    Enforce policies, budgets, and human review.

  • Coordinate approved actions

    Execute through tools, data, and people.

  • Record every execution

    Capture costs, receipts, evidence, and audit logs.

  • Return structured results

    Deliver source records and verification status.

You approve consequential actions.

Every execution leaves a record.

  • Approvals
  • Spending limits
  • Traceable results
Work with the agent you already use

Ask Codex or Claude Code.Let Taploop handle execution.

Connect your data and marketing tools.
Review approvals, spending, and results in Taploop.

Create accountFor developers
Codex
Claude Code
taploop
  • Approved
    actions
  • Execution
    evidence