Automation & Workflows
Loop
A workflow structure that repeats a set of steps until a condition is met.
Example
A loop processes each invoice in a folder using the same validation steps.
Why it matters
It avoids manually rebuilding the same steps for every item or attempt.
You'll hear it
“Stop after three tries and send the case to someone.”
Can you control it?
Sometimes
Sometimes. Some products or workflows let you influence a loop, while others keep it fixed or manage it automatically. Check the settings and documentation for the tool you are using.
Common questions
- Can a loop accidentally repeat a completed action?
- Yes. It should track completed work, especially when actions create records, send messages or move money.
- Does a loop have to process items one at a time?
- Not always. Some tools can handle several items together when the work is independent.
- What if one item fails?
- The design can stop everything, skip that item or set it aside for review; choose deliberately.