Add and manage Automation workflow

Admins can use automation to trigger workflows within the organization, initiating a series of automated actions based on specific conditions they set. It reduces manual effort, ensuring consistent and efficient execution of tasks.

It is highly beneficial in various ways:

• It helps admins organize and manage complex processes.
• It saves time by automating tasks.
• It ensures the tasks are performed consistently, with improved accuracy.
• It increases productivity by automating repetitive tasks.

You can add workflows to

• Send email notifications
• Assign courses
• Assign learning paths
• Assign surveys to the employees of your organization.

Navigate to Settings > Automation.

1. Click Add Workflow and type the workflow title.
2. Select the Trigger point that initiates the automation.
3. Set the Conditions and select operator for which the automation should trigger.

You can select multiple conditions, including default and custom employee fields as required.

  4.   Toggle the button to All or Any to automate the workflow when it meets the conditions.

When you select

• All: The trigger should satisfy all the specified conditions.
• Any: The trigger should satisfy any of those conditions.

   5.   Click the Select Action drop-down and select the action to perform when the conditions are satisfied.

You can select multiple actions as required.

  6.   Follow the corresponding steps as per the action you select.

  7.   Click Save at the top right to automate the workflow.

The workflow automatically gets assigned to the employees based on the specified trigger points, conditions, and actions that you have set.

After creating the workflows, you can view them in Workflows.

You can perform the following actions as required:

• Click the Filter  Icon to sort them based on the active and paused workflows.
• Hover over the workflow, click the Overflow Menu, and select the options to Edit, Pause, Run, and Delete as required.

If the workflow does not automate, you can click Run to trigger it manually.

Automation workflows are valuable tools for admins to optimize their administrative processes effectively.