Purpose
1. Automate the scheduling, deployment, and notifications for new or updated training modules to employees in an art supply store.
2. Automate assignment of mandatory learning to relevant staff based on job role or location in the retail arts & crafts industry.
3. Automate reminders, due dates, escalations, and reporting on module completion.
4. Automate update synchronization for regulatory or seasonal training content.
5. Automatedly manage versioning of modules and audit trails for compliance.
Trigger Conditions
1. Automated detection of new training content uploaded to LMS or cloud storage.
2. Automated update to employee roster or job roles in HR system.
3. Scheduled recurring automation for recurring compliance training.
4. Manual trigger by manager or training coordinator for urgent rollouts.
5. Automated trigger from feedback loops or regulatory system alerts.
Platform Variants
1. Google Calendar
- Feature/Setting: API (Events: insert) — automates scheduling of training events for employees.
2. Microsoft Teams
- Feature/Setting: Graph API (Send chatMessage) — automates training notifications in relevant channels.
3. Slack
- Feature/Setting: Conversations API (chat.postMessage) — automates message delivery to group/channel about assigned modules.
4. BambooHR
- Feature/Setting: Webhooks/API (Employee Data Change) — automates detection of new hires to trigger onboarding modules.
5. Workday
- Feature/Setting: Business Process API (Launch Training) — automates assignment of digital training paths to specified employee groups.
6. SAP SuccessFactors
- Feature/Setting: OData API (Assign Learning Item) — automates mapping and assignment of learning items to users.
7. Cornerstone OnDemand
- Feature/Setting: Learning API (POST /users/{userId}/assignments) — automates user training assignments.
8. Zoom
- Feature/Setting: Meetings API (Create Meeting) — automates scheduling of live training webinars.
9. Twilio SMS
- Feature/Setting: Programmable Messaging API — automate SMS alerts for scheduled or overdue training.
10. Mailgun
- Feature/Setting: Email API (send message) — automatedly deliver email notifications and reminders.
11. SendGrid
- Feature/Setting: Mail Send API — automates scheduled/reminder emails about training assignments.
12. Asana
- Feature/Setting: Tasks API (Create Task) — automates task creation for each employee's training assignment.
13. Trello
- Feature/Setting: Cards API (Add Card) — automate tracking cards for progress and completion per employee.
14. Monday.com
- Feature/Setting: Items API (Create Item) — automates managing lists of employees and training assignments.
15. Google Sheets
- Feature/Setting: Sheets API (Append/Update Row) — automates logging of training progress and completions.
16. HubSpot
- Feature/Setting: Timeline API — automated event logging of training status for each employee profile.
17. Salesforce
- Feature/Setting: Custom Object API — automates custom tracking and workflow for employee training compliance.
18. DocuSign
- Feature/Setting: Envelope API (Send Envelope) — automates delivery and acknowledgment collection for required policy sign-offs.
19. Dropbox
- Feature/Setting: File API (Upload/File Change Webhook) — automates synchronization and detection of new training material uploads.
20. ADP
- Feature/Setting: Workforce Now API (Employee Profile Change) — automates triggers for role-based module assignment upon profile changes.
21. Zoom.ai
- Feature/Setting: Meeting Scheduler API — automates scheduling of training sessions into staff calendars based on availability.
22. Notion
- Feature/Setting: Database API (Create Page) — automate training rollout documentation and reporting.
Benefits
1. Automates manual effort in communicating and tracking training.
2. Automated scheduling and reminders improve compliance and reduce overdue modules.
3. Automated escalations ensure high-priority or regulatory modules are not missed.
4. Automation enables real-time adaptation to staff changes or new content.
5. Automation facilitates auditability and traceability of staff training for regulatory inspections or internal reviews.
6. Automator-driven reporting centralizes visibility for management.