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:
Open Moby chat and describe the action you want to take
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:
Create or open an agent in your workspace
Add a "Get Data" step to pull campaign, ad set, or ad level information
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:
Moby asks for confirmation before proceeding
Review the proposed actions in the summary
A secondary pop-up appears for final execution confirmation
Click to execute the approved actions
Agent Action Confirmation
When using agents:
Run your agent to generate action recommendations
Open the final output to review all proposed actions
Review the action table showing Channel, Entity, and Action details
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.