How to use Workflows to Automate your Learning Activities
The purpose of this article is to guide users through creating and managing workflows in SuperPath to automate learning activities. It explains how to select triggers, define actions, and customise settings such as notifications, due dates, and recurrence. This ensures that learning activities are seamlessly automated, enhancing efficiency and improving the learner experience.
Navigate to https://app.superpath.io/settings
Click 'Workflows'
Click 'Create Workflow'.
When creating a workflow, you will be asked to first select a trigger, there are several triggers that can be selected:
Person joins
Profile is updated
Person is added to team
Pathway is completed
Event is attended
Form is submitted
Content is completed
In this example, we will be using the 'Content is completed' trigger.
Click on 'Content is completed'.
Click the "Search content from library" field to locate the content the learner needs to have completed.
We are going to use the 'Sales Onboarding'.
You can also use the completion of levelled learning as your criteria, in the below example, it would look at it matching Level: Beginner.
After we have selected our content, 'Sales Onboarding' we need to add an action. This is what we want to have happen now that the trigger event has occurred. Once again there are several actions that can be selected:
Assign a pathway - this could be used to auto-enrol into a new pathway after completing the previous one.
Assign content - in this instance, they could be assigned a new course.
Assign an event - they could be enrolled into a facilitated session after having done the pre-work.
Assign a form - this could be a survey that needs to be completed after they have completed the learning.
Add to a team - They may be added to a new team after having completed a specific learning item.
In this example, we will be using the 'Assign content' action.
Click on 'Content is completed'.
Click the "Search content from library" field to locate the content the learner needs to have assigned.
Type "sales"
We are going to use the 'The Sales Summit: Trends and challenges shaping the future of sales'.
Notifications will be defaulted to the 'On' position meaning that the learner will be advised of the new enrolment.
You can set a 'Due Date', either a set date or select a number of days after enrolment.
And if required, you can set for a reoccurrence, to a set number of years.
Once complete, click 'Create workflow'.
Click "Update workflow"
Now in our workflow page we can see our new workflow. At any time you can pause the workflow by clicking on the 'Pause icon'.
To restart the workflow, click on the 'Play icon'.
If you want to end the workflow, click anywhere within the workflow (except on the icons).
Type "sales"
Make your adjustments to the workflow.
Then click 'Update workflow' to save the changes.
Click here.
Navigate to https://app.superpath.io/settings
Click 'Workflows'
Click 'Create Workflow'.
When creating a workflow, you will be asked to first select a trigger, there are several triggers that can be selected:
Person joins
Profile is updated
Person is added to team
Pathway is completed
Event is attended
Form is submitted
Content is completed
In this example, we will be using the 'Content is completed' trigger.
Click on 'Content is completed'.
Click the "Search content from library" field to locate the content the learner needs to have completed.
We are going to use the 'Sales Onboarding'.
You can also use the completion of levelled learning as your criteria, in the below example, it would look at it matching Level: Beginner.
After we have selected our content, 'Sales Onboarding' we need to add an action. This is what we want to have happen now that the trigger event has occurred. Once again there are several actions that can be selected:
Assign a pathway - this could be used to auto-enrol into a new pathway after completing the previous one.
Assign content - in this instance, they could be assigned a new course.
Assign an event - they could be enrolled into a facilitated session after having done the pre-work.
Assign a form - this could be a survey that needs to be completed after they have completed the learning.
Add to a team - They may be added to a new team after having completed a specific learning item.
In this example, we will be using the 'Assign content' action.
Click on 'Content is completed'.
Click the "Search content from library" field to locate the content the learner needs to have assigned.
Type "sales"
We are going to use the 'The Sales Summit: Trends and challenges shaping the future of sales'.
Notifications will be defaulted to the 'On' position meaning that the learner will be advised of the new enrolment.
You can set a 'Due Date', either a set date or select a number of days after enrolment.
And if required, you can set for a reoccurrence, to a set number of years.
Once complete, click 'Create workflow'.
Click "Update workflow"
Now in our workflow page we can see our new workflow. At any time you can pause the workflow by clicking on the 'Pause icon'.
To restart the workflow, click on the 'Play icon'.
If you want to end the workflow, click anywhere within the workflow (except on the icons).
Type "sales"
Make your adjustments to the workflow.
Then click 'Update workflow' to save the changes.
Click here.
Updated on: 13/02/2025
Thank you!