How do I set up an automation trigger?

Modified on Fri, 14 Jun at 3:02 PM


1. Access Automation Triggers:

  • Navigate to the 'Automation triggers' section on the left of your dashboard.

2. Select Trigger Event:

  • Click on 'Create automation trigger'.
    Choose from one of the six trigger events:
    • New user joins the Academy
    • User joins a team
    • User becomes LMS manager
    • User completes a learning
    • When external offer request is confirmed
    • Job title for user is added

3. Define Criteria (Optional):

  • Specify additional criteria to target specific users (e.g., language, specific team(s)).

4. Set Action:

  • Choose from one of the 4 trigger actions to decide what happens when the trigger is activated:
    • Choose learning items, qualifications, or roles to be automatically assigned.
    • Add to the user to a team
    • Send an email
    • Assign a personal budget (if your academy uses the DTA)

5. Set Deadline/Delay (Optional):

  • Assign a deadline for the learning item completion or set a delay for when the assignment should occur.

6. Activate Trigger:

  • Review the settings, save the new automation trigger and activate it.


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