Go to "Loop Manager"

Click on the Loop you want to run

Click on "Run Loop"

Type the inputs required

Click "Run"

Send an email to the contact assigned to your company (e.g. firm@trycaddi.com).

Type the name of the Loop you want to run (e.g. Onboard New Client).

You will get an email from Caddi asking for the required inputs.

After you respond with all the required inputs, you will get an email to confirm the Loop you want to run.

After you answer "Confirm", the Loop will execute.

You will get an email after the Loop finishes executing.