Overview
The Loop action is a powerful iterator that allows you to process data step-by-step, performing actions on each item. It’s an advanced automation feature that enables the creation of highly dynamic workflows, including nesting, filters, and branching.
💡 Note: Be sure to explore other automation actions & triggers.
How to Use Loops
Step 1: Prepare the Data Array
To use a loop, you first need an array of data. You can create arrays with these actions:
Find Rows with Google Sheets
Find Task(s) with Taskade
For Google Sheets:
Configure the Find Rows action.
Specify filters under Identify Rows (e.g., rows containing
@to find emails).
If the filter under Identify Rows is not defined, it will return all rows in the sheet if set to Return all matching rows as array.
Under Tasks to Return, choose Return all matching rows as array.
For Taskade:
Use the Find Tasks action to select a project.
Specify filters under Identify Tasks (e.g., tasks containing
@to find emails).
If the filter under Identify Tasks is not defined, it will return all tasks in the project if set to Return all matching tasks as array.
Under Tasks to Return, choose Return all matching tasks as array.
Once the setup process is complete, proceed to the next section.
Step 2: Add a Loop Action
Add the Loop action from the Control category.
Configure the action in the sidebar on the right.
Under Variable, choose between:
Manual List: Create a custom list of items.
Link to Variable: Use the output of Find Rows or Find Tasks.
For this example, select Link to Variable to use the data from the previous action.
Step 3: Customize Your Loop
Inside the loop, configure the actions to perform on each item. For example:
Add conditions to filter data further.
Insert data from each iteration using the
@symbol to access specific fields.
Save the changes and run the automation to test things out.
Don't forget to add a trigger to the automation!
Loop (Settings)
Connector options give you full control over the Loop action:
🏷️ Field | 🔤 Description |
List | Choose this option to create a custom list of items manually. This allows you to directly input and configure a set of predefined items that the Loop action will process one by one. |
Variable | Opt for this setting to dynamically connect the loop to a variable output from a previous task or action (Find Rows or Find Tasks). This enables the loop to automatically iterate over the data set retrieved from other actions. |
Loop Use Cases
Not sure how to use the Loop action? Here are a few ideas:
🪄 Use Case | 💭 Scenario | ⏩ Action Flow |
Bulk email notifications | Send personalized emails to multiple team members. | Use Find Rows in Google Sheets to retrieve a list of team members and their email addresses. Add a Loop action to iterate through the list. For each iteration, send a customized email using the retrieved name and email address. |
Social media management | Schedule multiple social media posts. | Use Find Rows to retrieve post content (text, images, and schedule times) from a Google Sheet. Add a Loop action to iterate through the rows. For each iteration, post the content to the specified platform (e.g., Twitter, Instagram, X) and schedule it. |
Automated task assignment | Assign tasks to team members based on a task list. | Use Find Tasks with Taskade to retrieve unassigned tasks. Add a Loop action to iterate through the task list. For each iteration, assign the task to a team member dynamically based on a predefined assignment rule. |
Customer support ticket processing | Process a list of unresolved tickets. | Use Find Rows to retrieve unresolved ticket data (e.g., ID, issue description) from a Google Sheet. Add a Loop action to iterate through the tickets. For each iteration, perform actions such as sending a follow-up email, logging the ticket in a CRM, or notifying a support agent. |
Bulk API calls for data synchronization | Sync products/records between two systems. | Use Find Rows to retrieve a list of products from a database or spreadsheet. Add a Loop action to iterate through the product list. For each product, call an API to update or create the product in the target system. |
Dynamic content curation | Generate daily newsletters with curated content. | Use Find Tasks to retrieve saved articles or posts for the day. Add a Loop action to iterate through the articles. For each iteration, format the article content and append it to the newsletter template before sending it out. |
Survey response processing | Analyze responses and take actions based on specific answers. | Use Find Rows to retrieve survey responses from Google Sheets. Add a Loop action to iterate through the responses. For each iteration, send a follow-up email, categorize the response, or log it into a database for analysis. |
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