Branch Loop Filter

Definition: Branch, Loop, and Filter are advanced automation actions that handle real-world edge cases at scale. They transform simple automations into sophisticated business processes.

Branch Action

What It Does:
Creates different workflow paths based on conditions. Like a fork in the road.

When to Use:

• Different customer types need different handling
• Outcomes depend on data values
• Multiple possible next steps

Example:

IF deal_value > $10,000
  → Assign to senior rep
  → Schedule executive call
ELSE
  → Assign to standard rep
  → Send automated follow-up

Configuration:

• Define condition(s)
• Set path for TRUE
• Set path for FALSE
• Optional: Multiple branches for multiple conditions

Loop Action

What It Does:
Repeats actions for each item in a list or until a condition is met.

When to Use:

• Processing multiple records
• Sending to multiple recipients
• Iterating until success

Example:

FOR EACH lead in new_leads
  → Score lead
  → Assign to rep
  → Send welcome email
  → Add to nurture sequence

Configuration:

• Define the list to iterate
• Set actions for each item
• Optional: Exit conditions
• Optional: Error handling

Filter Action

What It Does:
Processes only items that match specific criteria. Like a sieve.

When to Use:

• Only certain records need processing
• Excluding specific items
• Focusing on high-priority items

Example:

FILTER leads WHERE score > 80
  → These leads get priority handling

FILTER tasks WHERE overdue = true
  → Send reminder notifications

Configuration:

• Define filter criteria
• Set actions for matching items
• Optional: Actions for non-matching items

Combining Actions

Real-World Scenario: Lead Processing

1. FILTER leads WHERE source = "website"

2. FOR EACH filtered lead:
   a. Score lead
   b. BRANCH on score:
      - High (>80): Assign to senior rep, call within 1 hour
      - Medium (50-80): Assign to standard rep, email within 24 hours
      - Low (<50): Add to nurture sequence

3. Update CRM with assignments

Error Handling

In Branches:

• Default path for unexpected conditions
• Error notification actions

In Loops:

• Continue on error vs. stop on error
• Error logging and reporting
• Retry logic for transient failures

In Filters:

• Handle empty results
• Log filtered-out items if needed

Performance Considerations

Loop Optimization:

• Batch operations when possible
• Set reasonable limits
• Monitor execution time

Filter Efficiency:

• Filter early in workflows
• Use specific criteria
• Reduce unnecessary processing

Best Practices

Keep It Readable:
Name your branches clearly
Document complex logic
Use consistent patterns

Test Thoroughly:
Test each branch path
Test loop edge cases (0 items, 1 item, many items)
Verify filter criteria

Monitor Performance:
Track execution times
Watch for infinite loops
Monitor resource usage

Related Wiki Pages: Advanced Triggers & Actions, Agentic Workflows, Workflows