GFoundry Platform Automations
Create automations that react to platform events, then run a pipeline of follow-up actions such as emails, push notifications, group changes, and career assignments. You can also review executions and export reports.
What are Automations?
Automations let you run actions automatically when a specific event happens for a user. GFoundry offers two kinds:
Simple automations: react to a user event and perform a single built-in action, for example adding a new user to groups, assigning a career when a user joins a group, or sending an onboarding form a set number of days after the hire date.
Pipeline automations: react to an event and run a sequence of steps you build yourself, such as waiting, sending an email, sending a push notification, adding or removing groups, and assigning a career. Steps run in order and can be reordered.
The trigger you choose decides which kind of automation it is and which steps are available.
How do I create a new automation?
Go to Automations and select Add Automation.
Enter a clear Automation Name that describes its purpose.
Select Click to select a trigger type and choose the event that starts the automation.
Complete any trigger-specific fields that appear.
Turn on Enabled if you want it to run, then select Create.
After creation, open the automation to add and arrange its pipeline steps, if the trigger supports them.
What trigger types are available?
Trigger types are grouped into categories in the Select Trigger Type screen. The categories and triggers you see depend on the modules enabled for your organization. Common categories include:
User Management: New User, User Promoted to Team Manager, User Demoted from Team Manager, User Assigned to Group, User Assigned to Team, and User Onboarding.
Mandatory Training: Enrolled in Mandatory Training, Mandatory Training Not Started, Deadline Approaching, Overdue, Team Members with Pending Training, and Completed.
Evaluation and Potential Assessment: performance-cycle events such as self-preparation, self-assessment, top-down evaluation, touchpoints, and potential assessment reminders.
The trigger type cannot be changed after the automation is created. If you need a different trigger, create a new automation.
What can a pipeline do?
Pipeline automations run these step types, in the order you arrange them:
Delay: wait a set duration before the next step. The wait can be absolute or relative to a reference point offered by the trigger.
Send Email: send an email to a recipient, with per-language subject and body.
Push Notification: send an in-app or device push, optionally shown in the notifications center and linked to content.
Add to Groups and Remove from Groups: change the user's group membership.
Assign Career: assign a career path and category to the user.
Each trigger type decides which of these steps are allowed.
Can I write emails and notifications in several languages?
Yes. Email and push steps have a language tab for each of your organization's languages. You can insert template variables (shown as "Allowed variables") such as first name, last name, or trigger-specific values, and a live Preview shows how the message will read. Some triggers also offer ready-made templates to start from.
How do I edit, enable, or disable an automation?
Open the automation from the list to view its Automation Details: the trigger type, the configured pipeline, and the current status. Use Edit to change the name and settings, and the Enabled toggle to turn it on or off. A disabled automation is never triggered. The trigger type is read-only after creation.
How do I review activity and export a report?
The Automations list shows execution statistics at the top, including total trigger executions over time and the most executed triggers. Open an automation to see its Executions history, with the user, the run time, the scheduled time when applicable, and the status of each run. Open an execution to review its step-by-step results.
From a row in the list, use Export to download that automation's report as an XLS file.
Examples
Onboarding: when a new user signs up, add them to an onboarding group and, after a short delay, send a welcome email and a push notification.
Mandatory training: when a training deadline is approaching, email the user a reminder with a direct link to the course, then notify their manager if it stays incomplete.
Role changes: when a user is promoted to team manager, add them to the manager groups and assign the matching career path.
Automations save time and keep repetitive processes consistent, so your team can focus on higher-value work.