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Introduction to automations

Emil de Valk avatar
Written by Emil de Valk
Updated over a week ago

Automations help you trigger actions based on specific events and conditions. You can use them to unlock content, grant badges, send notifications, and more, without needing to manage each learner manually.


🤖 What are automations?

An automation consists of three parts:

  • Event: What triggers the automation (e.g. a learner completes an activity)

  • Condition: The rules that must be true for the automation to continue (e.g. learner is in a specific group)

  • Action: What happens if the conditions are met (e.g. send notification, grant badge)


🔁 “And” vs “Or” conditions

When setting multiple conditions in an automation, you’ll choose how they relate to one another:

  • “And”: All conditions must be true for the action to happen
    🟢 Use this when learners must complete all listed activities (or meet every condition) to trigger the action

  • “Or”: Any one of the conditions must be true
    🟢 Use this when learners can complete any one of the listed activities to trigger the action


➕ Use condition groups for advanced logic

You can also create nested automations using condition groups, which combine And and Or logic in the same automation.

Example:

  • (User is in group A OR group B) AND (has completed activity X)

💡 Tip

Use condition groups when you want more complex logic than a single “and” or “or” setup allows. You can add multiple groups and duplicate conditions for faster setup.


Need support to create automations? Check out this article: Setting up automations


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