---
title: Automate learning
description: Admins can use automation to trigger workflows within the organization, initiating a series of automated actions based on specific conditions they set.
---

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# Automate learning

Admins can use automation to trigger workflows within the organization, initiating a series of automated actions based on specific conditions they set. Learn more in [Add and manage automation workflow](https://help.engagedly.com/add-and-manage-automation-workflow?hsLang=en).

Automating courses and learning paths helps admins by streamlining training processes, saving time, ensuring consistency in content delivery, and enabling easier tracking of learner progress and completion.

You can add workflows for assigning courses and learning paths automatically to the employees of your organization.

You can assign manage workflows permission to any employee of the organization, allowing them to manage all workflows and view a list of courses and learning paths in the organization.

***Note:*** *Users with this permission alone cannot create or edit courses and learning paths. They must have the appropriate module permissions to perform these actions.*

Learn more in the [Overview of user management](https://help.engagedly.com/access-user-management?hsLang=en#roles-and-permissions) to assign roles and permissions.

[Contact our support team](mailto:support@engagedly.com) for documentation to understand each role with the user capabilities.

| For Engagedly V1, navigate to **Settings** on the left pane and select **Automation**. ![Automate learning1a](https://help.engagedly.com/hs-fs/hubfs/Automate%20learning1a.jpg?width=670&height=346&name=Automate%20learning1a.jpg) | For Engagedly V2, navigate to **Apps** on the left pane and select **Automation**. ![Automate learning1](https://help.engagedly.com/hs-fs/hubfs/Automate%20learning1.jpg?width=670&height=303&name=Automate%20learning1.jpg) |
| --- | --- |

1. Click **Add Workflow** at the top right and type the workflow title.
2. Select a triggerpointto trigger the automation.

The following trigger types are available:

- If you select *Time Based*, set the period and frequency. You can set frequencies to daily, weekly, monthly, quarterly, or annually.
- If you select the *User actions*, select a trigger point: **Added**, **Updated**, or both.

***Note:****If you select the trigger point Updated, ensure that you update the user profiles, allowing the workflow to run according to the set conditions.*

   3.   In the *Conditions* field, set the condition andselectthe operator as requiredfor which the automation should trigger.

Click **+ Add Condition** to add multiple conditions as required.

You can select multiple conditions, including default and custom employee fields, such as job title, reporting manager, date of hire, departments, and business units as required.

***Note:*** *After adding a workflow, if certain employee fields associated with a workflow condition are deleted or archived, you will receive an error message when manually running the workflow and adding or updating the users' profiles, directing you to check the configurations of the employee fields.*

  4.   Toggle the button to **All** or **Any** to automate the workflow when these conditions are satisfied.

When you select

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

  5.   In the *Actions* field, click thedrop-down and select **Assign course** or **Assign Learning Path**as required.

![Automate learning2](https://help.engagedly.com/hs-fs/hubfs/Automate%20learning2.jpg?width=670&height=346&name=Automate%20learning2.jpg)

  6.   Select the courses or learning paths as required and click **Save** at the bottom right.

- If you select “Assign course”, the list of courses is displayed.
- If you select “Assign Learning Path”, the list of learning paths is displayed.

You can view all the courses and learning paths that are:

- Pushed to the library
- Not pushed to the library (private courses)
- Authored by you or others

![Automate learning3](https://help.engagedly.com/hs-fs/hubfs/Automate%20learning3.jpg?width=670&height=346&name=Automate%20learning3.jpg)

  7.   Enable the **Due Date** for the course or learning path being assigned if required, and select the period.

Click **+ Add Action** to add multiple actions as required.

  8.   In the *Schedule* field, toggle the button to **Yes** to assign the courses or learning paths after the specified period of the trigger point, which is optional, and set the period.

  9.   Click **Save** at the top right.

Learnings get automatically assigned to employees when the trigger points, conditions, and actions you configure are met.

After adding workflows, you can view them in *Workflows*. You can edit, pause, run, and delete them as required. Learn more in [Add and manage automation workflow.](https://help.engagedly.com/add-and-manage-automation-workflow?hsLang=en#run-workflow)

***📒Notes:***

- *If a course is unpublished after the workflow is created, the existing workflow assignments continue to work.*
- *If a learning manager loses permission to access a course or learning path, the content does not appear in the list.*

***⚠️Warnings:***

- *If a private course is deleted, the workflow displays a warning because the content is no longer available.*
- *If a private course is archived, the workflow pauses the assignment until the course is restored.*

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