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GFoundry Platform Automations
GFoundry Platform Automations
Updated over a week ago

How to Set Up Platform Automations?

Setting up platform automations in GFoundry is a straightforward process designed to streamline your workflows and enhance efficiency. Here's how to do it:

  1. Access Automations: Navigate to the Automations section in your GFoundry dashboard.

  2. Create a New Automation: Click on “Add Automation” and enter a name that clearly identifies the automation's purpose.

  3. Define Triggers: Select the conditions under which the automation will activate. These can range from user actions to specific timeframes.

  4. 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.

  5. Save and Test: After setting up your automation, save it and conduct a test to ensure it functions as intended.

Types of Automations Available

GFoundry offers a variety of automation types to cater to different organizational needs:

  1. 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.

  2. Career Path Automations: Enable automatic updates to users' career paths based on achievements, skill developments, or changes in job roles.

  3. Trigger-Based Automations: Create custom triggers for specific actions within the platform, like completing a course or reaching a milestone.

Managing and Customizing 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.

Case Studies and Examples

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.

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