GenesisDevelopersChangelogHelp CenterGo to Dashboard
Edit

Advanced Automation Actions

Master the latest automation capabilities including loop processing, WhatsApp Business integration, AI-powered schema generation, and advanced error handling. These powerful features transform complex workflows into simple, reliable automations.

New in 2025! Loop actions, WhatsApp Business messaging, HTTP schema auto-generation, and enhanced social media integrations make Taskade automations even more powerful.

🔁 Loop Actions & Batch Processing

What Are Loop Actions?

Loop actions enable batch processing and nested automation workflows, allowing you to process multiple items, repeat actions, and create sophisticated multi-step processes.

Loop Types

1. For Each Loop

Process each item in a list or array:

{
  "type": "loop.forEach",
  "input": "{{webhook.customer_list}}",
  "actions": [
    {
      "type": "crm.updateContact",
      "contactId": "{{item.id}}",
      "properties": {
        "lastEngagement": "{{now}}",
        "status": "processed"
      }
    },
    {
      "type": "email.send",
      "to": "{{item.email}}",
      "template": "engagement_update",
      "variables": {
        "name": "{{item.name}}"
      }
    }
  ],
  "options": {
    "maxConcurrency": 5,
    "delayBetweenItems": "2s",
    "continueOnError": true
  }
}

2. While Loop

Repeat actions until a condition is met:

{
  "type": "loop.while",
  "condition": "{{api_response.hasMore}} === true",
  "maxIterations": 50,
  "actions": [
    {
      "type": "http.get",
      "url": "https://api.example.com/data",
      "params": {
        "page": "{{loop.iteration}}",
        "limit": 100
      }
    },
    {
      "type": "data.append",
      "target": "collected_data",
      "value": "{{response.data}}"
    }
  ]
}

3. Retry Loop

Automatically retry failed operations with exponential backoff:

{
  "type": "loop.retry",
  "maxRetries": 3,
  "retryDelay": "5s",
  "exponentialBackoff": true,
  "retryConditions": ["network_error", "rate_limit", "timeout"],
  "actions": [
    {
      "type": "http.post",
      "url": "https://api.external-service.com/webhook",
      "payload": "{{form.data}}"
    }
  ],
  "onFinalFailure": [
    {
      "type": "slack.notify",
      "channel": "#alerts",
      "message": "Failed to sync data after 3 attempts: {{error.message}}"
    }
  ]
}

Advanced Loop Features

Nested Loops

{
  "type": "loop.forEach",
  "input": "{{projects}}",
  "actions": [
    {
      "type": "loop.forEach",
      "input": "{{item.tasks}}",
      "actions": [
        {
          "type": "task.update",
          "taskId": "{{item.id}}",
          "status": "reviewed"
        }
      ]
    }
  ]
}

Loop Control & Break Conditions

{
  "type": "loop.forEach",
  "input": "{{candidates}}",
  "breakWhen": "{{item.score}} >= 90",
  "actions": [
    {
      "type": "crm.scoreCandidate",
      "candidateId": "{{item.id}}"
    }
  ],
  "onBreak": [
    {
      "type": "email.notify",
      "message": "Found high-scoring candidate: {{item.name}}"
    }
  ]
}

💬 WhatsApp Business Integration

Setup & Authentication

WhatsApp Business API Configuration

{
  "whatsapp": {
    "provider": "whatsapp_business",
    "config": {
      "phoneNumberId": "your_phone_number_id",
      "accessToken": "your_whatsapp_access_token",
      "businessAccountId": "your_business_account_id"
    },
    "webhook": {
      "verifyToken": "your_verify_token",
      "callbackUrl": "https://your-domain.com/whatsapp/webhook"
    }
  }
}

Message Types & Templates

Text Messages

{
  "type": "whatsapp.sendMessage",
  "to": "{{form.phone_number}}",
  "messageType": "text",
  "content": {
    "text": "Hi {{form.name}}! Thanks for your inquiry about {{form.service}}. We'll get back to you within 24 hours."
  }
}

Template Messages

{
  "type": "whatsapp.sendTemplate",
  "to": "{{contact.phone}}",
  "template": {
    "name": "appointment_reminder",
    "language": "en_US",
    "parameters": [
      {
        "type": "text",
        "text": "{{appointment.date}}"
      },
      {
        "type": "text", 
        "text": "{{appointment.time}}"
      }
    ]
  }
}

Interactive Messages

{
  "type": "whatsapp.sendInteractive",
  "to": "{{customer.phone}}",
  "interactive": {
    "type": "button",
    "header": {
      "type": "text",
      "text": "Order Status Update"
    },
    "body": {
      "text": "Your order #{{order.id}} is ready for pickup!"
    },
    "action": {
      "buttons": [
        {
          "type": "reply",
          "reply": {
            "id": "confirm_pickup",
            "title": "Confirm Pickup"
          }
        },
        {
          "type": "reply",
          "reply": {
            "id": "request_delivery",
            "title": "Request Delivery"
          }
        }
      ]
    }
  }
}

Media Messages

{
  "type": "whatsapp.sendMedia",
  "to": "{{recipient.phone}}",
  "media": {
    "type": "image",
    "url": "{{product.image_url}}",
    "caption": "Check out our new {{product.name}}! Available now for ${{product.price}}"
  }
}

Advanced WhatsApp Workflows

Customer Support Automation

{
  "name": "WhatsApp Support Flow",
  "trigger": {
    "type": "whatsapp.messageReceived"
  },
  "actions": [
    {
      "type": "ai.analyzeMessage",
      "input": "{{message.text}}",
      "analysis": ["intent", "urgency", "sentiment"]
    },
    {
      "type": "condition.switch",
      "value": "{{ai.intent}}",
      "cases": {
        "order_status": [
          {
            "type": "database.lookup",
            "table": "orders",
            "query": {
              "phone": "{{message.from}}"
            }
          },
          {
            "type": "whatsapp.sendMessage",
            "to": "{{message.from}}",
            "content": {
              "text": "Your order #{{order.id}} is {{order.status}}. Expected delivery: {{order.delivery_date}}"
            }
          }
        ],
        "complaint": [
          {
            "type": "whatsapp.sendMessage",
            "to": "{{message.from}}",
            "content": {
              "text": "I'm sorry to hear about your experience. Let me connect you with a manager who can help resolve this immediately."
            }
          },
          {
            "type": "slack.notify",
            "channel": "#customer-support",
            "message": "Urgent: WhatsApp complaint from {{message.from}}: {{message.text}}"
          }
        ]
      }
    }
  ]
}

E-commerce Integration

{
  "name": "WhatsApp E-commerce Flow",
  "trigger": {
    "type": "ecommerce.orderPlaced"
  },
  "actions": [
    {
      "type": "whatsapp.sendTemplate",
      "to": "{{order.customer.phone}}",
      "template": {
        "name": "order_confirmation",
        "parameters": [
          "{{order.id}}",
          "{{order.total}}",
          "{{order.estimated_delivery}}"
        ]
      }
    },
    {
      "type": "delay.wait",
      "duration": "1 day"
    },
    {
      "type": "whatsapp.sendMessage",
      "to": "{{order.customer.phone}}",
      "content": {
        "text": "Your order is being prepared! Track your delivery here: {{order.tracking_url}}"
      }
    }
  ]
}

🔧 HTTP Schema Generator

Auto-Generate API Schemas

The HTTP Schema Generator automatically creates data schemas from API responses, making integration setup faster and more reliable.

Automatic Schema Detection

{
  "type": "http.schemaGenerator",
  "endpoint": "https://api.example.com/users",
  "method": "GET",
  "sampleSize": 10,
  "generateSchema": {
    "format": "json-schema",
    "includeExamples": true,
    "inferTypes": true,
    "detectPatterns": true
  }
}

Generated Schema Output

{
  "schema": {
    "type": "object",
    "properties": {
      "id": {
        "type": "integer",
        "example": 12345
      },
      "name": {
        "type": "string",
        "pattern": "^[A-Za-z\\s]+$",
        "example": "John Doe"
      },
      "email": {
        "type": "string",
        "format": "email",
        "example": "[email protected]"
      },
      "created_at": {
        "type": "string",
        "format": "date-time",
        "example": "2024-01-15T10:30:00Z"
      }
    }
  },
  "validationRules": [
    {
      "field": "email",
      "rule": "required",
      "message": "Email is required"
    }
  ]
}

Schema-Driven Validations

{
  "type": "http.post",
  "url": "https://api.external.com/webhook",
  "payload": "{{form.data}}",
  "schema": "{{generated.schema}}",
  "validation": {
    "enabled": true,
    "strictMode": false,
    "onValidationError": [
      {
        "type": "log.error",
        "message": "Schema validation failed: {{validation.errors}}"
      },
      {
        "type": "email.notify",
        "to": "[email protected]",
        "subject": "API Integration Error"
      }
    ]
  }
}

📱 Enhanced Social Media Integrations

Advanced Twitter/X Integration

Smart Content Publishing

{
  "type": "twitter.publishThread",
  "content": [
    {
      "text": "🧵 Thread about {{topic}} (1/{{thread.length}})",
      "media": ["{{image.url}}"]
    },
    {
      "text": "{{ai.generated_content.part1}}",
      "hashtags": ["{{ai.relevant_hashtags}}"]
    },
    {
      "text": "{{ai.generated_content.part2}}",
      "mentions": ["{{ai.relevant_mentions}}"]
    }
  ],
  "scheduling": {
    "publishAt": "{{ai.optimal_time}}",
    "timezone": "{{user.timezone}}"
  }
}

Engagement Automation

{
  "type": "twitter.engagementFlow",
  "triggers": ["mention", "reply", "dm"],
  "actions": [
    {
      "type": "ai.analyzeEngagement",
      "input": "{{tweet.text}}",
      "sentiment": true,
      "intent": true
    },
    {
      "type": "condition.if",
      "condition": "{{ai.sentiment}} > 0.7",
      "then": [
        {
          "type": "twitter.like",
          "tweetId": "{{tweet.id}}"
        },
        {
          "type": "twitter.reply",
          "tweetId": "{{tweet.id}}",
          "text": "{{ai.generate_positive_response}}"
        }
      ]
    }
  ]
}

LinkedIn Business Automation

Professional Content Distribution

{
  "type": "linkedin.publishPost",
  "content": {
    "text": "{{ai.professional_content}}",
    "media": [
      {
        "type": "image",
        "url": "{{generated.infographic}}",
        "alt": "{{ai.alt_text}}"
      }
    ]
  },
  "targeting": {
    "audience": "professional_network",
    "industries": ["{{user.industry}}"],
    "includeHashtags": true
  },
  "engagement": {
    "trackMetrics": true,
    "autoRespond": true,
    "escalateThreshold": 10
  }
}

Facebook Pages Integration

Multi-Format Content Publishing

{
  "type": "facebook.publishContent",
  "pageId": "{{facebook.page_id}}",
  "content": {
    "type": "carousel",
    "items": [
      {
        "image": "{{product.image1}}",
        "headline": "{{product.name}}",
        "description": "{{ai.product_description}}",
        "callToAction": "Shop Now",
        "link": "{{product.url}}"
      }
    ]
  },
  "scheduling": {
    "publishTime": "{{ai.optimal_posting_time}}",
    "crossPost": ["instagram", "twitter"]
  }
}

🚨 Advanced Error Handling

Smart Error Recovery

Automatic Retry Strategies

{
  "errorHandling": {
    "retryPolicy": {
      "maxRetries": 3,
      "retryDelay": "exponential",
      "retryConditions": [
        "network_timeout",
        "rate_limit_exceeded",
        "temporary_server_error"
      ]
    },
    "fallbackActions": [
      {
        "type": "queue.add",
        "queue": "failed_requests",
        "data": "{{original.payload}}"
      },
      {
        "type": "slack.notify",
        "channel": "#system-alerts",
        "message": "Automation failed after retries: {{error.message}}"
      }
    ]
  }
}

Context-Aware Error Classification

{
  "type": "error.classifier",
  "error": "{{caught.error}}",
  "categories": {
    "transient": {
      "patterns": ["timeout", "rate.limit", "503", "502"],
      "action": "retry_with_backoff"
    },
    "authentication": {
      "patterns": ["401", "403", "invalid.token"],
      "action": "refresh_credentials"
    },
    "permanent": {
      "patterns": ["400", "404", "invalid.request"],
      "action": "log_and_alert"
    }
  }
}

Comprehensive Error Monitoring

Error Analytics Dashboard

{
  "errorAnalytics": {
    "tracking": {
      "errorRate": "percentage of failed executions",
      "commonFailures": "most frequent error types",
      "recoveryTime": "average time to successful retry",
      "impactAnalysis": "affected workflows and users"
    },
    "alerts": [
      {
        "condition": "error_rate > 5%",
        "action": "immediate_alert",
        "channels": ["slack", "email", "sms"]
      },
      {
        "condition": "critical_workflow_failure",
        "action": "escalation_protocol",
        "notify": ["team_lead", "system_admin"]
      }
    ]
  }
}

🤖 AI Agent Integration Enhancements

Agent Search & Discovery

Dynamic Agent Selection

{
  "type": "agent.smartSelect",
  "criteria": {
    "task": "{{automation.current_task}}",
    "domain": "{{workspace.industry}}",
    "complexity": "{{task.complexity_score}}"
  },
  "selection": "best_match",
  "fallback": "general_purpose_agent"
}

Agent Collaboration Workflows

{
  "type": "agent.collaboration",
  "agents": [
    {
      "role": "analyst",
      "task": "analyze_data",
      "input": "{{form.responses}}"
    },
    {
      "role": "writer",
      "task": "create_summary",
      "input": "{{analyst.insights}}"
    },
    {
      "role": "reviewer",
      "task": "quality_check",
      "input": "{{writer.summary}}"
    }
  ],
  "coordination": "sequential",
  "quality_gates": true
}

Conversation Export & Analysis

Automated Conversation Processing

{
  "type": "agent.exportConversation",
  "conversationId": "{{trigger.conversation_id}}",
  "format": "markdown",
  "processing": [
    {
      "type": "ai.extractInsights",
      "focus": ["key_decisions", "action_items", "unresolved_questions"]
    },
    {
      "type": "document.create",
      "title": "Conversation Summary - {{conversation.date}}",
      "content": "{{processed.markdown}}",
      "project": "meeting_notes"
    }
  ]
}

📈 Performance Optimization

Batch Processing Optimization

Intelligent Batching

{
  "batchOptimization": {
    "dynamicBatching": {
      "enabled": true,
      "minBatchSize": 10,
      "maxBatchSize": 100,
      "timeWindow": "5m",
      "optimization": "throughput" // or "latency"
    },
    "loadBalancing": {
      "strategy": "round_robin",
      "healthCheck": true,
      "failover": "automatic"
    }
  }
}

Resource Management

Memory & Processing Limits

{
  "resourceLimits": {
    "memory": {
      "max": "512MB",
      "alertThreshold": "80%"
    },
    "processingTime": {
      "max": "300s",
      "timeout": "hard"
    },
    "concurrency": {
      "max": 10,
      "queue": "redis"
    }
  }
}

🔮 Future Automation Features

Coming Soon

AI-Powered Automation Builder

  • Natural language automation creation

  • Smart workflow suggestions based on usage patterns

  • Automatic optimization recommendations

  • Predictive failure detection

Advanced Integration Hub

  • One-click setup for popular service combinations

  • Custom connector builder

  • Real-time integration health monitoring

  • Marketplace for community-built integrations

🚀 Ready to leverage these advanced automation capabilities? Start with loop actions to handle batch processing, then explore WhatsApp Business integration to reach customers where they are.

For more automation examples and tutorials, check out our Automation Recipes and Integration Guide.

PreviousAutomations OverviewNextIntegrations Guide

Last updated