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.

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

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 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.   In the Actions field, click the Select Action drop-down and select Assign course or Assign Learning Path as required.

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  6.   Select the courses or learning paths as required and click Save.

You can view all the courses and learning paths that are

  • pushed to the library.
  • authored by you and authored by others.
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  7.   Enable the Due Date for the course or learning path being assigned if required, and select the period.

  8.   Enable Schedule to assign the courses or learning paths on the scheduled date if required, and select the period.

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

You can add multiple actions as required.

The learnings get automatically assigned to the employees based on the specified trigger points, conditions, and actions.