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Agent Actions: Automate Your Advertising Account Management

Execute campaign optimizations directly from Triple Whale without switching between platforms

Chaim Davies avatar
Written by Chaim Davies
Updated this week

Overview

Actions revolutionize how you manage your advertising campaigns by letting Moby and agents execute changes directly in your Meta and Google Ads accounts. Instead of manually logging into each platform to pause underperforming ads or scale winning campaigns, you can now manage everything from a single interface in Triple Whale.

With Actions, you can:

  • Streamline campaign management - Make critical updates without leaving Triple Whale

  • Automate routine optimizations - Set rules-based actions through agents for consistent execution

  • Save time and reduce errors - Eliminate manual platform switching and repetitive tasks

  • Scale efficiently - Execute multiple actions across campaigns, ad sets, and ads simultaneously

Note: Actions require access to Moby agents and connected Meta or Google Ads accounts.

Getting Started with Actions

Using Actions in Moby Chat

The simplest way to use Actions is through direct conversation with Moby:

  1. Open Moby chat and describe the action you want to take

  2. Be specific with your request using natural language

Simple Action Examples:

  • "Turn off my Meta ad called 'Summer Sale Creative'"

  • "Increase the budget for my Google campaign 'Holiday Promotion' by 20%"

Data-Driven Action Examples:

  • "Turn off all ads that have spent more than $500 and have a ROAS of less than 1.0 in the last 7 days"

  • "Increase budgets by 30% for all campaigns with ROAS greater than 2.5 and spend over $1,000"

Using Actions in Agents

For more sophisticated, rule-based automation, use Actions within agents:

  1. Create or open an agent in your workspace

  2. Add a "Get Data" step to pull campaign, ad set, or ad level information

  3. Add an "Action" step and define your rules

Example Agent Setup:

Get Data Step: Pull all Meta ads from last 7 days with spend, ROAS, and status

Action Step Rules:

- Action: Turn Ad Off

IF ad has spent more than $500 AND ROAS is less than 1.0

- Action: Increase Budget by 20%

IF campaign has spent more than $500 AND ROAS is greater than 2.0

Action Approval Process

Moby Chat Confirmation

When you request actions through Moby chat:

  1. Moby asks for confirmation before proceeding

  2. Review the proposed actions in the summary

  3. A secondary pop-up appears for final execution confirmation

  4. Click to execute the approved actions

Agent Action Confirmation

When using agents:

  1. Run your agent to generate action recommendations

  2. Open the final output to review all proposed actions

  3. Review the action table showing Channel, Entity, and Action details

  4. Click the confirmation button to execute all actions at once

The action table clearly displays:

  • Channel - Platform (Meta or Google)

  • Entity - Specific campaign, ad set, or ad name with ID

  • Action - What will be performed (e.g., "Pause ad")

Available Action Types

Toggle Status

Turn campaigns, ad sets, or ads ON or OFF

  • Pause underperforming assets quickly

  • Reactivate winning campaigns or ads

  • Useful for seasonal campaign management

Change Budget

Increase or decrease campaign budgets

  • Scale winning campaigns with higher budgets

  • Reduce spend on poor performers

  • Implement percentage-based or fixed amount changes

Change Bid Amount

Adjust bid amounts for campaigns, ad sets, or ads

  • Optimize for better cost efficiency

  • Increase competitive positioning

  • Fine-tune performance based on metrics

Publish Ad (Meta Only)

Create and publish new ads to existing campaigns and ad sets

  • Launch new creative variations

  • Quickly deploy tested ad formats

  • Expand successful campaign reach

Best Practices for Using Actions

Writing Effective Action Rules

Be Specific with Criteria:

  • Use clear performance thresholds (spend amounts, ROAS targets, date ranges)

  • Define exact conditions that trigger each action

  • Include time periods for data analysis ("in the last 7 days")

Avoid Rule Conflicts:

Each campaign, ad set, or ad should only meet the criteria of one rule. Don't create overlapping conditions that could trigger multiple actions on the same entity.

Example of Conflicting Rules (Don't Do This):

Rule 1: Turn off ads with ROAS < 1.5

Rule 2: Increase budget for ads with spend > $300

// Problem: An ad could have ROAS of 1.2 and spend of $400, triggering both rules

Example of Clear Rules (Do This):

Rule 1: Turn off ads with ROAS < 1.5 AND spend > $200

Rule 2: Increase budget for ads with ROAS > 2.0 AND spend > $300

Rule 3: Maintain ads with ROAS between 1.5-2.0

Optimize Your Data Queries

Query Only Relevant Metrics: Only pull data that's necessary for your action decisions. If your rules are based on spend and ROAS, don't also request CPM, CTR, or other metrics.

Efficient Query Example:

Get Data: Pull Meta ads from last 7 days

Metrics needed: spend, ROAS, status

// Don't include: CPM, CTR, impressions, clicks if not used in rules

Test Before Scaling

Start Small:

  • Test actions on a few campaigns before applying broad rules

  • Verify your logic with sample data

  • Monitor results before implementing automated agent runs

Supported Platforms

Actions currently work with:

  • Meta (Facebook/Instagram) - All action types supported

  • Google Ads - Toggle status, change budget, change bid amount

Note: Make sure your advertising accounts are properly connected to Triple Whale before using Actions.

Frequently Asked Questions

1. What happens if an action fails to execute?

  • If an action can't be completed (due to platform restrictions, account permissions, or technical issues), you'll receive an error message explaining why the action couldn't be performed.

2. Can I undo actions once they're executed?

  • Actions are executed immediately in your advertising platforms. You'll need to manually reverse changes in the platform or create new actions to counteract previous ones.

3. How often can I run actions?

  • There are no specific limits on action frequency, but be mindful of platform rate limits and avoid making too many rapid changes that could impact campaign performance.

4. What permissions do I need in my advertising accounts?

  • You need account-level permissions to modify campaigns, ad sets, and ads. Actions won't work with read-only access.

5. Can I schedule actions to run automatically?

  • Currently, actions require manual confirmation. You can set up agents with action rules, but you'll still need to review and approve the actions before execution.

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