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← Rize + Loom integration

Scheduled routine

Loom Meeting Notes: Prepare a Project Recap with Rize

Bring available Loom recording context into a Rize project recap.

A project brief connecting recorded explanations with tracked work.

How to set it up

1

In Rize, open Settings → Integrations and select the MCP filter. Find Loom, connect with your own account and approve access. Available tools depend on your account and connector permissions.

2

Open Routines, create a routine, and select Loom as a connector. Paste the example prompt below and specify the clients, projects and date range you want reviewed.

3

Choose a daily or weekly schedule and your preferred run time. Save and enable the routine. You can also run it manually to check the first result.

4

Review the finished brief in Rize. Check source matches and missing context before making changes. These example prompts request read-only reviews, not unattended writes.

What should your routine ask?

This prompt requests a read-only review. Replace the date range and project scope before you save it.

Read accessible recording context using the Loom connector. Use list_projects, list_tasks and list_my_time_entries in Rize to recap related project work this week. Separate recorded facts from suggested follow-ups. Do not edit recordings or Rize records.

Connector tools are discovered when the routine runs. Access depends on your connected account. Routines use AI credits.

Frequently Asked Questions

Open Settings → Integrations, select the MCP filter, and connect Loom. Then select it in your routine. The routine can use only the connected tools your account permits.

No. This example prompt asks for a review brief without record changes. Routines can run write tools where supported, so review any prompt changes before enabling a schedule.

Check the connection and account permissions, then narrow the prompt to information the connector exposes. Missing context should be flagged in the brief, not filled in with guesses. Scheduled runs use AI credits.

Need help with this integration? Contact support

Routines for Loom

Use a scheduled Rize brief to review your work with context from Loom.

Loom MCP: Review Recorded Meeting Time with Rize

Check accessible Loom recording context against Rize time entries.

Read the routine setup →

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