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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