GFoundry Platform Automations
Create automations to react to user events, assign work, and trigger follow-up actions. You can also review executions and export automation reports.
What are Automations?
Automations let you run actions when a specific event happens for a user. For example, you can react to a new signup, a team assignment, a promotion to team manager, or an onboarding form rule.
You can also build multi-step automation pipelines with delays and follow-up actions such as sending an email, sending a push notification, assigning a form, adding or removing groups, or assigning a career.
How do I create a new automation?
Setting up platform automations in GFoundry is a straightforward process designed to streamline your workflows and enhance efficiency. Here's how to do it:
Access Automations: Navigate to the Automations section in your GFoundry dashboard.
Create a New Automation: Click on “Add Automation” and enter a name that clearly identifies the automation's purpose.
Define Triggers: Select the conditions under which the automation will activate. These can range from user actions to specific timeframes.
Set Actions: Choose the actions that will occur once the triggers are met. This could include assigning users to groups, updating career paths, or sending notifications.
Save and Test: After setting up your automation, save it and conduct a test to ensure it functions as intended.
What types of automations are available?
GFoundry offers a variety of automation types to cater to different organizational needs:
User Group Automations: Automate the process of adding or removing users from groups based on specific triggers, such as completing a task or joining a team.
Career Path Automations: Enable automatic updates to users' career paths based on achievements, skill developments, or changes in job roles.
Trigger-Based Automations: Create custom triggers for specific actions within the platform, like completing a course or reaching a milestone.
How do I edit, enable, or disable an automation?
Open the automation from the list to view its details. From there, you can review the trigger type, the configured pipeline, and the current status.
When you edit an automation, you can update its name and settings. The trigger type cannot be changed after creation. Use the Enabled toggle to turn the automation on or off. A disabled automation will not be triggered.
How do I manage and customize automations?
Customize and manage your automations to align with your organizational goals:
Edit Automations: Easily modify existing automations to adapt to changing requirements.
Monitor Performance: Keep track of how automations are performing and their impact on user engagement and productivity.
Feedback Loop: Regularly update and refine automations based on user feedback and data analytics.
How do I review automation activity and export a report?
Open an automation to see its execution history. The details page shows the user, the time it ran, the scheduled time if applicable, and the current status of each execution.
You can open an execution to review its run steps, including whether each step completed, failed, or is still running.
From the automation list, use Export to download a report for that automation in XLS format. The export includes the rows available for that report.
What are some case studies and examples of automations?
Here are some practical examples of how automations can be utilized:
Onboarding Process: A new employee is automatically assigned to an onboarding group upon joining, triggering a series of welcome messages and essential training modules.
Skill Development: When a user completes a set of specified courses, they are automatically considered for a career advancement program.
Engagement Boost: Users who consistently engage in platform activities are automatically nominated for monthly recognition awards.
By implementing these automations, you can significantly enhance the efficiency and effectiveness of your organizational processes. Automations not only save time but also ensure consistency and accuracy in repetitive tasks, allowing your team to focus on more strategic activities.