Loops and finds

Look up other records mid-run and repeat steps over a set — the workflow version of a filtered sheet.

What you will learn

Find steps

Searching for records that match a filter from inside a run — the guest's past bookings, open deals for this company — and using what comes back in later steps.

Looping over results

Running the same steps for each record a find returns, like sending one reminder per overdue deposit.

Keeping loops safe

Limits and conditions that stop a loop from acting on more records than you intended — check the count before the loop acts.