Automations

Automations — create workflows and view logs

What are automations?

Automations are rule-based workflows that execute actions automatically when conditions are met. They help reduce manual work for common administrative tasks. Access at Admin → Automations (/admin/company-automations).

How automations work — Who / When / Action

Every automation is built from three parts:

Part	Purpose	Examples
WHO	Which users the automation targets	Role, position, department, location, group, employee type
WHEN	The trigger condition that fires the automation	Matches WHO criteria, completed training, hasn’t started training, finished a step, enrolled in a module
ACTION	What happens	Assign training, send a nudge, notify a manager, re-assign for recertification

Each automation can also have an optional time delay between the trigger and the action (e.g. “nudge 7 days after assignment”).

Action types

Action	What it does	Typical use
Assign This Training	Auto-enrolls matching users in the current training	Onboarding new joiners, role-based training
Assign Next Training	Enrolls users in a follow-up training after they complete this one	Sequential learning paths
Assign To Survey	Sends a feedback or engagement survey after training completion	Post-training feedback collection
Nudge	Sends a reminder notification to learners who haven’t completed	Re-engagement for incomplete training
Notify	Alerts managers, HR, or the learner about a milestone	”Manager alerted when direct report completes compliance training”
Re-assign To Training	Re-enrolls users on a recurring schedule	Annual recertification

Supported content types

Automations can be attached to:

Journeys
Courses
Surveys
Events

Personalization in messages

Use @ mentions to insert dynamic values into nudge and notify messages:

Token	Resolves to
`@Recipient`	The employee receiving the message
`@TrainingTitle`	The course / Journey / event the automation is on
`@Learner's Name`	Used in manager notifications — the direct report’s name
`@LearnersManagerName`	The recipient’s direct manager — useful for nudges that reference reporting lines
`@LearnersHireDate`	The recipient’s hire date — useful for onboarding reminders and tenure-based messages

You can use @LearnersManagerName and @LearnersHireDate on any automation action. The Assign to unit, Assign to survey, and Assign session recording actions only resolve @Recipient and @TrainingTitle.

Managing automations

Create — define WHO, WHEN, and one or more ACTIONS
Enable / disable — toggle automations on or off
Edit — modify WHO, WHEN, ACTIONS, or message content
View history — see past automation executions and dry-run counters before going live

Platform Setup

Content & Learning

Automation & Finance

Analytics & AI

Integrations

What are automations?

How automations work — Who / When / Action

Action types

Supported content types

Personalization in messages

Managing automations

​What are automations?

​How automations work — Who / When / Action

​Action types

​Supported content types

​Personalization in messages

​Managing automations

What are automations?

How automations work — Who / When / Action

Action types

Supported content types

Personalization in messages

Managing automations