How to set up Automations

TalentLMS lets you automate course assignment and user management by using Automations, a series of specific actions which are triggered by specific events according to your specified parameters.

For example, you can use an automation to:

  • Assign a course a few days after users have completed another course.
  • Assign a new course to users whose certification for another course has expired.
  • Deactivate users that have not logged in for a certain amount of time.
Note: Automations are available with the Basic Unlimited plan and all the Plus and Premium plans.

To create your first automation, follow these steps:

1. Sign in to your TalentLMS account as Administrator and go to Home > Events engine.

2. On the Notifications/Automations switch, click Automations.

3. Click Add automation (2).


4. In the Name (3) field, type a name for your automation.

5. From the Automation (4) drop-down list, choose one of the available automations:

  • Z hours after course X assignment, assign course(s) Y
  • Z hours after course X completion, assign course(s) Y
  • Z hours after course X certification expiration, reset and assign course(s) Y
  • Z hours before course X expiration, assign course(s) Y
  • Z hours before course X certification expiration, reset and assign course(s) Y
  • Z hours after course X completion, with a score between K and L, assign course(s) Y
  • Z hours after course X failure, assign course(s) Y
  • On course X completion, assign course(s) Y
  • On course X completion, with a score between K and L, assign course(s)
  • On course X completion, call URL Z
  • On course X completion, give Z points
  • On level X reached, assign course(s) Y
  • On course X certification expiration, reset and assign course(s) Y
  • On course X certification expiration, reset and remove course(s) Y
  • Deactivate a user if Z hours have passed since last login
  • Deactivate a user if Z hours have passed since signup and the user has not made a purchase
  • Z hours after user signup, assign course(s) Y


6. Depending on the automation you've selected, add a value for the required X, Y, and Z parameters (e.g., Z hours, course X, and course Y).

7. Click Add automation to save your changes.


You did it!

Now you can create your own automated actions to enhance your portal functionality.

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