Magic is Loopio's automation tool to automatically populate Questions in your Project by finding the best content from your Library. By using the tips below, you can increase your Magic hit rate, reducing the amount of manual work required to complete Projects.
Permissions Required: Loopio-wide Project, Level 3 (Full Access), or Project-specific "Project Admin" permissions are required to run Magic.
Note: Your Customer Success Manager is a fantastic resource when it comes to getting the most out of your Loopio subscription, including getting a higher Magic hit rate. Start a conversation with them today!
Clean up your Library Entries
By default, Magic only searches the text of your Questions and Alternate Questions for potential matches. For now, let’s consider a few ways to clean up your Questions.
- Make your Questions concise: Magic will consider all of the words in your Question, so you want to make sure it’s not searching through words that are off-topic. Try reducing the number of words in your questions to ensure only the most important concepts remain.
- Keep it specific: Make sure the question focuses on a specific topic rather than a long question that jumps from one topic to another.
- Make use of Alternate Questions: It’s common for different companies to word their questions differently, even though they are looking for the same answer. Alternate Questions increase your chances of finding the correct answer, no matter how the question is asked.
Read more: Alternate Questions
Note: Magic only runs on empty, Unassigned (Grey state) Project Entries. Magic does not use Library Entries that are Under Review.
Read more: Project Entry states
You are in control of how you want Magic to be run in your Project! Instead of running Magic on the whole Project, try running Magic by Section:
This will help Magic focus on which part of the Library to search in. If you are looking for content about your Executive team, you might not want to search in your Product Stack or Category.
In being specific about what your requirements are, and where the answers should come from, you can eliminate the possibility that irrelevant information is being searched through, or added to your Project. You can further narrow down your search by using Category and Subcategory filters to help Magic target the right content.
Advanced Magic Options
Click on “Show Advanced Options” to view more Magic filters that will help increase hit rates. You will see that you will have three additional options:
Magic Search Fields
These checkboxes let Magic know what parts of the Entry to look at. By default, Answer text and Tags are not included in the search. This is helpful when you are trying to broaden your Magic Search.
You can indicate whether you want Magic to return only the Compliance Answer portion of the Entry, only the long-form Answer portion of the Entry, or both. By default, both are selected.
Match Strength allows you to adjust how discerning Magic will be when selecting Entries to bring into your Project.
The stronger it is, the stronger the match needs to be before an Entry is pulled into your Project. The weaker it is, the weaker a match needs to be before it’s pulled into your Project.
This increases the likelihood that Magic will bring content into your Project, but increases the chance that it may not be exactly the Entry you were looking for.
Tip: You can Preview your hit Rates before running Magic by clicking on the arrow beside Run Magic!
Close Loop on your Past Projects
Have you ever wondered what you want to do with those finished Projects? Close Loop on them!
Close Loop allows you to feed content from your finished Projects back into your Library. This ensures that your Library is kept up to date with your latest and greatest information. It also gives you the option to add Alternate Questions, Create New Library Entries, and update Answers in your Library if you’ve modified them in your project.
In the long run, this will help both you and Magic leverage the most up-to-date answers for your future RFPs, RFIs, or Security Questionnaires.