📝 Overview

This guide explains how to use the Loop function in Yoom to automate repeated tasks.

For example, you can retrieve a list of email addresses from Google Sheets and send emails to all of them.

⬇️

This feature is available in:
✔ Plus plan
✔ Business plan
✔ Enterprise plan

💡 Common Use Cases

Send recurring invoices: Retrieve billing details from the Yoom database and send an invoice via email on the 1st of each month.
Process spreadsheet data: Automatically handle a list of data in Google Sheets.
Repeat tasks in Excel: Automate operations that need to be performed multiple times.

👉 Check out these Flowbot Templates to get started!

🛠️ How to Set It Up

Step 1: Prepare your Data

In Yoom, when you retrieve multiple records (e.g., from a database or a form), the data is a comma-separated list.

For example,

"Company A, Company B, Company C"

This type of data format is called a list-type output.

📌 Example: Retrieving Data from a Database or Spreadsheet

You can retrieve company names from Google Sheets using actions like:

✔️ Manage Database

✔️ Select Action Type > App > Google Sheets (Retrieve values)

📌 Example: How List-Type Output Appears in Yoom

When you check the Retrieved Value in Yoom, the retrieved data will be displayed as a comma-separated list as shown below.

Step 2: Add the "Loop" Action

The Loop function processes list-type data one item at a time in order.

• You want to process the comma-separated data one at a time, in order.

Example:

First use “tanaka@yoom.co.jp” as output,

then “meary@yoom.co.jp”,

and finally “warren@yoom.co.jp”

• You want to perform the same operation for each item.

Example:

For each business partner listed above,

generate an invoice one item at a time and send it by email.

Step 3: Define Actions Inside the Loop

Once you've added the Loop function, set up the actions that should be repeated for each item in your list.

Retrieve Data for Each Item
Use the loop variable to search for related details from a database or spreadsheet.
Example:
Find invoice details for each company in Google Sheets.
Generate a Document
Use the retrieved data to create an invoice.
Example: Use Google Sheets as a template to generate to PDF invoice.
Send an Email
Retrieve the email address for each company, attach the generated invoice, and send the email.
Example:
TO - The company's email address
Attachment: The generated invoice

💪🏼 How Loop Processing Works

When you set the value for repeated processing, the system automatically breaks down the list one at a time.

Each value is assigned to a loop variable, which can be used within the Loop action.

If retrieving a company name, the loop variable will store each name one at a time:

Loop variable for business partner name = "Yoom Inc." → "Apple Inc." → "Meta Inc."

💡 Important:

To ensure accurate data retrieval, use a unique identifier (such as an ID, email address, or company name) as the loop variable.

🔄 Adding Repeated Processes Inside the Loop

To configure the repeated steps:

1️⃣ Click the + button where Loop is indicated.

2️⃣ Add the necessary operations inside the loop.

⚠️ Notes & Limitations

The loop function only works with list-type outputs.
Each repeated action consumes one task, except for AI-related functions.

📚 Related Guides

How to process retrieved records one by one using the repeat command - View Guide
How to Setup "Document Creation - View Guide

Related Keywords

Yoom, automation, workflow, basic operations, basics, operation, between operations, repeat processing, loop, variable