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Automation Patterns

Reusable automation patterns — chat widgets, CSV field mapping, error handling, and more.

Patterns are reusable shapes of automation. Claude knows about each one and uses the right pattern automatically when you describe a workflow that fits.

Pattern recognition is Claude's job, not yours. "Add a chatbot that can answer questions about my catalog" triggers the chat-widget pattern; "Pause this until the customer approves" triggers the human-moderation pattern. Each page below explains one pattern so you can follow along when Claude says it's applying one.

Available patterns

  • Chat Widget — embedded chat with conversation memory and routing.
  • CSV Mapping — batched CSV ingestion with per-row mapping and error reporting.
  • Error Handling — retry, suppress, rewrite, or branch when an action fails.
  • Execute Automation — chain or fan out from one automation to another.
  • Forms — collect human input via a web form, as a trigger or mid-flow.
  • Human Moderation — pause for human review before continuing.
  • Keyvalue Storage — persistent key/value storage between runs.
  • Latches — launch N children in parallel, then block until all finish.
  • Scheduling — how automations get kicked off — polling, scheduled triggers, or webhooks.
  • Snooze — defer for a specified delay, then resume.
  • Subroutines — reusable named sub-flows.
  • Two-Way Sync — paired triggers and actions kept in step across systems.

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Last updated May 4, 2026