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KnowledgeLayer 4Process Control

Loops/Iteration

Loops and iteration allow automation workflows to repeat steps across multiple items or until conditions are met. They work by tracking progress, processing each item sequentially or in batches, and handling failures gracefully. For businesses, this means reliably processing 500 records with the same care as 1. Without loops, bulk operations either fail silently or require manual intervention.

You build an automation to update 500 records in your CRM.

It works perfectly for 3 records. Then the API times out, the automation stops, and 497 records sit untouched.

Worse: you have no idea which 3 actually got updated.

Automation that cannot repeat is automation that breaks at scale.

8 min read
intermediate
Relevant If You're
Workflows that process multiple items
Data migrations or bulk updates
Retry logic for unreliable operations

ORCHESTRATION LAYER - Makes automation work for 1 item or 10,000.

Where This Sits

Where Loops/Iteration Fits

Layer 4: Orchestration & Control | Category 4.1: Process Control

4
Layer 4

Orchestration & Control

Sequential ChainingParallel ExecutionFan-Out/Fan-InLoops/IterationCheckpointing/ResumeRollback/UndoWait States/Delays
Explore all of Layer 4
What It Is

What Loops/Iteration Actually Does

Doing the same thing until it is done

Loops and iteration let you repeat a set of steps multiple times. Sometimes you know exactly how many times: process these 500 records. Sometimes you repeat until a condition changes: keep checking until the report is ready.

The key difference from one-shot automation is state tracking. A loop knows where it is, what it has processed, and what remains. When something fails, you can resume from the failure point instead of starting over.

Every list in your business is a loop waiting to happen. Customer records. Invoice line items. Team member assignments. The question is whether you process them reliably or cross your fingers.

The Lego Block Principle

Loops solve a fundamental problem: how do you apply the same logic to many items without writing the logic many times? The pattern appears anywhere one action must be repeated across a set of things.

The core pattern:

Define what to repeat. Define when to stop. Track progress as you go. Handle failures without losing work.

Where else this applies:

Weekly reporting - Loop through each department to compile their metrics into one consolidated report
Data cleanup - Process each record in a spreadsheet to standardize formats and fix errors
Notification sending - Iterate through a list of team members to send personalized updates
Retry logic - Attempt an operation up to 3 times before marking it as failed
🎮 Interactive: Start a Loop and Watch It Work

Loops/Iteration in Action

Click "Start Loop" to process 8 records. Watch how the loop validates each record individually and handles the invalid one gracefully without stopping.

Ready to process 8 records
Progress0%
Completed: 0Skipped: 0Pending: 8
StatusCustomerCurrent TierNew TierResult
Acme CorpBasicGrowth
TechStart IncBasicGrowth
Global FoodsGrowthScale
Data SystemsINVALIDGrowth
Cloud NineBasicGrowth
Peak VenturesScaleEnterprise
Blue OceanBasicGrowth
Summit LabsGrowthScale
What you just discovered: The loop will process each record individually. Watch how it validates before updating, and handles errors without stopping the entire process.
How It Works

How Loops/Iteration Works

Three ways to repeat work reliably

For-Each Loops

Process every item in a collection

You have a list of 200 records. The loop takes each one, applies your logic, and moves to the next. Progress is tracked automatically. If item 47 fails, items 1-46 are already done.

Pro: Simple, predictable, easy to track progress
Con: Fixed scope: you must know the list upfront

While Loops

Repeat until a condition changes

Check a condition, do the work, check again. Keep polling until the report is ready. Keep retrying until the API responds. The loop ends when the condition becomes false.

Pro: Flexible: handles unknown durations and retry scenarios
Con: Risk of infinite loops if exit condition never triggers

Recursive Processing

Each step triggers the next

Instead of one loop processing everything, each successful step triggers the next iteration. Useful for long-running processes where you cannot hold state in memory.

Pro: Scales to massive datasets, survives restarts
Con: More complex to implement and debug

Which Approach Fits Your Situation?

  • Processing a known list: Use for-each loops. You know the scope upfront, progress is predictable.
  • Waiting for external conditions: Use while loops with timeouts. Polling APIs, waiting for approvals, retry logic.
  • Processing millions of records: Use recursive processing. Each step triggers the next, survives interruptions.
Connection Explorer

Loops/Iteration in Context

"Update all 500 customer records with the new pricing tier"

The ops team needs to migrate customer data after a pricing restructure. Instead of 500 manual updates or a risky bulk SQL operation, a loop processes each record individually with validation, error handling, and progress tracking.

Hover over any component to see what it does and why it's neededTap any component to see what it does and why it's needed

Condition Trigger
Validation
Sequential Chaining
Loops/Iteration
You Are Here
Migration Complete
Outcome
React Flow
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Press enter or space to select an edge. You can then press delete to remove it or escape to cancel.
Data Infrastructure
Delivery
Outcome

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Upstream (Requires)

Sequential ChainingTriggers (Condition-based)Validation/Verification

Downstream (Enables)

Fan-Out/Fan-InBatch vs Real-Time
Common Mistakes

What breaks when loops go wrong

No progress tracking

The loop processes 200 records. At record 150, the connection drops. When you restart, it begins at record 1 again. Records 1-149 get processed twice. Some have side effects like sending emails or creating invoices.

Instead: Track which items have been processed. On restart, skip completed items. Use idempotent operations when possible.

No exit condition for while loops

You poll an API waiting for a report to be ready. The report generation fails silently. Your loop keeps polling forever, burning API quota and compute time until someone notices.

Instead: Always set a maximum iteration count or timeout. If the expected condition never occurs, fail gracefully with an alert.

Processing items too fast

You loop through 500 API calls as fast as possible. The API rate-limits you after 50 calls. The next 450 fail. Your error handling was not designed for bulk failures.

Instead: Add deliberate delays between iterations. Respect rate limits. Use exponential backoff when errors occur.

Getting Started

Where to Go From Here

Starting from zero

You do not have loops implemented in your automations.

Start with a simple for-each loop on your next bulk operation. Pick a list of 10-20 records and process them one at a time with logging enabled.

Have the basics

You have loops, but they fail silently or restart from scratch.

Add progress tracking to your existing loops. Log which items completed, which failed, and why. Implement a "resume from last checkpoint" capability.

Ready to optimize

Your loops work reliably and you want to scale further.

Implement parallel processing with fan-out/fan-in patterns. Add exponential backoff for API rate limits. Consider recursive processing for datasets over 10,000 items.


Continue Learning

Now that you understand loops/iteration

You have learned how to repeat operations reliably across multiple items. The natural next step is understanding how to split work across parallel paths and merge results back together.

Recommended Next

Fan-Out/Fan-In

Splitting work across parallel paths then merging results

Sequential ChainingBatch vs Real-Time
Explore Layer 4Learning Hub