Automation in EducateMe helps reduce manual workload by triggering actions based on learner activity, course progress, or inactivity. This feature supports a wide variety of workflows, enabling organizations to streamline onboarding, training assignment, communication, and compliance processes.
Automation Feature
Follow along in our video to see how automation can save time and improve consistency across your learning programs:
Possible Use Cases
After a learner is added to course X, send an email instruction with course rules and useful resources.
After a learner has completed activity X of course Y, send automated emails to the team members and assign a new course.
Assign a learner to course X in a week after they joined the learning space, and to course Y in 1 week after the previous action.
Suspend access to the platform after a user has not been active for X days
And many, many more automated scenarios..
Possible Triggers
New Learner is Created
Triggered when a new learner accepts an invitation to the space.Course is Finished
Triggered when a course status changes to "finished."Learner Completed a Course
Triggered when a learner completes a course.Learner Enrolled in a Course
Triggered when a learner is assigned or enrolled in a course.Assignment Status Changed
Triggered when a user updates the status of an assignment.Learner is Not Active
Triggered when a learner has been inactive for a specified number of days.
Possible Actions
Manage flow
Delay Before Continuing
Triggered when a delay is set before the next action in the automation flow.
Send Email
Send a custom email to participant(s).Send Personal Message
Send a direct message in the platform chat.Add a Learner to a Course
Learner will be added to a course.Assign Tag
Add a tag to a learner.Remove Tag
Remove a tag from a learner.Remove Learner from Course
Learner will be removed from a course.Suspend Access to the Platform
Access to the platform will be suspended.Send Webhook
Send event data to external system
Webhooks
Right now, webhooks funcionality is a part of the Automation feature. You can use it for the following triggers:
Learner is enrolled to a course
Learner completed a course
Course completed event
This event is sent when a learner completes a course
{
"type": "COURSE_COMPLETED",
"user_id": "cmkr0uk5ruvg10882qgpf64y",
"email": "john.doe@example.com",
"issued_certificates": [
{
"file_url": "https://cdn.educate-me.co/certificates/certificate-123.pdf",
"certificate_page": "https://app.educate-me.co/certificate/cert_123"
}
],
"course": {
"id": "cmfgpgrjh6lih0850mi5c9rw",
"title": "How to be a great manager",
"courseUrl": "https://app.educate-me.co/experiences/cmfgpgrjh6lih0850mi5c9rw/program"
}
}Notes
issued_certificates_file_linkscan be an empty array if no certificates were issued.courseUrlalways points to the learner-facing course page.
Learner enrolled in a course event
This event is sent when a learner is enrolled in a course.
{
"type": "USER_ENROLLED",
"user_id": "cmkr0uk5ruvg10882qgpf640",
"email": "john.doe@example.com",
"course": {
"id": "cmfgpgrjh6lih0850mi5c9rw",
"title": "How to be a great manager",
"courseUrl": "https://app.educate-me.co/experiences/cmfgpgrjh6lih0850mi5c9rw/program"
}
}
Expert Tip: Start with simple automation flows (such as auto-enrolling learners or sending welcome emails) before building complex multi-step workflows. This helps you validate logic early and avoids troubleshooting later.