Im wanting to create a looping workflow that sends the same email every 3 months if the customer meets certain criteria is this possible without making a ridiculously long workflow? As an example I want the wait 12 weeks to loop back to the check if “TAG ISN’T TEAM”.
Topic summary
Users are seeking a way to create a looping automation workflow that repeatedly sends emails at regular intervals (e.g., every 12 weeks) when customers meet specific criteria, such as not having a particular tag.
The original poster shared a screenshot showing a workflow with a “wait 12 weeks” step followed by a tag check, asking if it’s possible to loop this sequence without creating an excessively long workflow.
Current Status:
- Multiple users have confirmed experiencing the same limitation
- No solution has been identified yet
- The discussion remains open with users expressing interest in finding a looping flow action feature
The core challenge is making the workflow return to an earlier step (creating a loop) rather than continuing linearly, which would require duplicating steps indefinitely.
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Are you looking for someone to build the email sequence? Or suggest a program? Or comment on if it’s a good process or not?
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Having the same issue. No he is not looking for any of those. We are trying to make this workflow loop so once it sends the email it goes back and does another waiting period and another check and then email, over and over.
Please ignore, added in error
Hi, did you find a resolution to this? Wanting to do the same.
I would also like to have a looping flow action