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03 The logic behind automations

Written by Marie Xhauflair

"Unlock content for Belgium" is easy. "Unlock content for Belgium and Netherlands, but only once they finish onboarding, unless they are already a manager" is where most people get stuck.

This lesson gives you the logic to handle both.


What you will be able to do after this

  • Explain the three building blocks of automation logic

  • Use "and" and "or" conditions to refine when actions happen

  • Apply condition groups for more advanced setups

  • Recognise common actions automations can trigger


The three building blocks

  1. Event type: what starts the automation

  2. Condition: the rules that must be true before the action happens

  3. Action: what the system does

👀 Together, they read as one sentence

When the event happens, if the conditions are met, then perform the action.


Event type

An event type tells the platform when to check whether an automation should run.

✏️ Tip

As a beginner, use Check periodically. The platform checks every hour whether users meet your conditions. Notifications work differently and do not depend on this setting, more on that later.


Condition

Conditions are the rules that decide when the action fires.

  • "And": every condition must be true.
    Example: the user is in Group A and has completed Activity X.

  • "Or": only one condition needs to be true.
    Example: the learner is in Group A or Group B.


Condition groups, for anything more complex

Sometimes a single "and" or "or" is not enough. Condition groups let you combine both in one automation.

Think of a condition group as parentheses around a set of rules, grouped before they combine with anything else.

Example: (User is in Group A or Group B) and (has completed Activity X).


Actions

The action is what happens once the event and conditions line up. A few examples:

  • Assigning a new activity

  • Adding a learner to a group

  • Unlocking new content

Actions always run last.


Read any automation as a sentence

When [trigger] and if [condition(s)] then [action(s)].

Useful shorthand for translating any automation into plain language, even for someone without technical background.


Recap

  • Event types start it, conditions refine it, actions complete it

  • "And" needs every condition true, "or" needs just one

  • Condition groups combine both for advanced logic

  • Actions are the final result: assigning content, unlocking items, or moving learners between groups


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