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 |
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 |
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
Last modified on April 27, 2026
