How to create and configure a platform automation
Create a Platform Automation to run actions when a platform event happens, such as a new signup, a training deadline approaching, or a change in group or team assignment. After you create it, add pipeline steps to define what happens next.
How do I create a Platform Automation?
Go to Automations.
Select Add Automation.
Enter an Automation Name.
Select Click to select a trigger type, then pick a trigger from one of the categories, such as User Management or Mandatory Training.
Complete the trigger-specific fields that appear. Depending on the trigger these can include When assigned to any of the Group(s), When assigned to Team(s), Assign to Career and Career Category, or Delay (in days) and Select Onboarding Form.
Choose whether the automation is Enabled.
Select Create.
The Trigger Type cannot be changed after creation. To use a different trigger, create a new automation.
How do I add pipeline steps after I create it?
If the trigger supports a pipeline, the Pipeline Steps section appears in the automation details.
Open the automation from the Automations list.
Select Add Step.
Choose a Step Type. The available steps are Delay, Send Email, Push Notification, Add to Groups, Remove from Groups, and Assign Career. Only the steps allowed by the selected trigger are shown.
Fill in the configuration for that step. For example, Delay needs a duration and unit, and Send Email needs a recipient, subject, and body.
Select Create or Update to save the step.
Add as many steps as you need. Drag a step by its handle to change the order in which steps run.
How do I write emails and push notifications?
Email and push steps let you write content for each of your organization's languages using the language tabs. Only the first (default) language is required. You can insert template variables from the Allowed variables list, preview the result, and start from a ready-made template when the trigger offers one. Push steps can also be shown in the in-app notifications center and linked to content.
How do I turn the automation on or off?
Open the automation in Automation Details and select Edit.
Use the Enabled toggle to switch the automation on or off.
Select Update to save your change.
A disabled automation is never triggered.
How do I check what has happened?
Open the automation details and review Executions. Each execution shows the user, the trigger time, the current status, and the pipeline steps that ran. Open View Details on a run to see the step-by-step progress and what was delivered, such as an email or a push notification.