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.
In this section
Chat Widget
AI-powered chat widget automations — from simple chatbots to multi-goal conversations with tool calling.
CSV Field Mapping
Import field mappings from a spreadsheet — fuzzy-match CSV columns to real API fields.
Error Handling
Retry, suppress, rewrite, or branch — how automations respond when an action fails.
Execute Automation
Parent/child automation chaining — hub-and-spoke, sequential pipelines, cross-account dispatch.
Forms
Capture human input via a web form — as a trigger that starts an automation, or mid-flow to pause and resume.
Human Moderation
Pause an automation until a person approves or denies via a moderation queue link.
Keyvalue Storage
Persistent key/value storage between runs — for dedup keys, counters, cross-system ID maps, and caches.
Latches (Fan-Out / Fan-In)
Launch N child automations in parallel, block until all finish — the fan-out/fan-in pattern.
Scheduling
How automations get kicked off — polling, scheduled triggers, or webhooks.
Snooze
Pause a running automation until a specified future datetime, then resume.
Subroutines
Reusable sub-flows with formal input/output fields — synchronous, same-account, returns data.
Two-Way Sync
Paired triggers and actions with loop prevention and last-write-wins semantics.