With Docebo’s Automation App, you can set specific rules and triggers in your platform in order to automate some processes managed by your platform. For example, you can set the platform to deactivate a user when he/she has been inactive for 30 days.
This app is available for both Growth and Enterprise clients.
Use Case Scenario
Automated rules are useful, for example, when you need to import the users, branches or courses listed in a CSV file when the file is made available in an FTP folder. The automated rule will help you in keeping your platform updated without manual input.
Activating the App
To activate the Automation App, log into your platform as the Superadmin, then access the Admin Menu from the gear icon at the top of the platform. Press the Apps & Features button in the Admin Menu.
In the Apps & Features area, access the Docebo Additional Features tab, then find the Automation App in the list of apps and select the Try It For Free button. Read the information in the pop-up box, then press Try It For Free again. The app will now be listed in your Admin Menu.
Creating an Automated Rule
To learn how to create an automated rule, refer to this article.
Managing Automated Rules
Once you’ve created a rule, access the Admin Menu, select the Manage item in the Automation section to see it. In the main Automation page, each row displays the rule name and the rule timing, if scheduled. Press the play button in the rule’s row to immediately trigger the rule in real-time.
Press the checkmark in the rule’s row to activate or deactivate the rule. A green checkmark identifies an activated rule, and a grey checkmark a deactivated rule. Use the pen and paper icon to edit the rule, or the X icon to delete the rule from your platform.