This is an EARLY ACCESS feature.
Introducing Automation: The Next-Generation Workflow Engine
Efficiency just took a giant leap forward. With Automation, Wisenet gives you unprecedented control over how processes run across your organisation. Create powerful, configurable workflows using Triggers, Conditions, and Actions, so that repetitive or time-sensitive tasks happen automatically ensuring consistency, accuracy, and speed at scale.
This is more than just a new feature. It’s the next stage in workflow management. Automation goes beyond Learncycles, offering greater flexibility, deeper configuration, and the capacity to scale with your organisation.
Note: Automation is designed as a standalone workflow engine, running separately from Learncycles. While both tools can be used in parallel for now, Automation is the future eventually evolving to cover and extend all actions currently supported by Learncycles, with far greater flexibility and control.
How Automation Compares to Learncycles
Broader Reach – Automate across more entities and scenarios than ever before, unlocking new possibilities for your workflows.
Intelligent Precision – Advanced condition logic lets you fine-tune exactly when and how processes run, with unmatched configurability.
Built for Tomorrow – Learncycles have limits. Automation is the foundation for the future, continuously expanding to support more actions and deliver lasting value.
Key Features
Triggers
A Trigger is the event that starts your automation. Triggers ensure your workflows launch at exactly the right moment.
- Trigger Entities: The type of record the automation is based on. Currently supported:
- Course Enrolment
- Unit Enrolment
- Quote
- Course Offer
- Trigger Types: The kind of change that fires the automation:
- Entity Created – when a new record is added
- Entity Updated – when an existing record changes
Each automation has one Trigger, but you can attach multiple Conditions and Actions to make your workflows powerful and comprehensive.
Conditions
Not every trigger should fire immediately. Conditions let you configure when an automation runs, ensuring only the right workflows execute under the right circumstances.
Actions
Once your triggers and conditions align, Actions bring your automation to life. With V1, you can:
- Update Entity – automatically update fields and records.
- Request Assessment Submission – automatically send assessment submissions to integrations such as LLN Robot and Cahoot.
This is just the beginning, new actions are coming soon, further expanding what Automation can do and giving you even greater control over your workflows.
Setup
Before setting up any Automation in Wisenet, it’s important to understand your workflows and define the exact scenarios where tasks need to trigger. Mapping out the process in advance ensures your automations run exactly as intended, avoiding errors and unnecessary triggers.
Once you have your process defined, start by creating an Automation with a Trigger, the event that initiates your workflow.
Next, refine your workflows with Trigger Conditions. Conditions control exactly when an automation fires, ensuring workflows only run under the right circumstances. Conditions support both AND/OR logic and can be applied to the trigger entity, custom fields, or its parent entity.
Important: If you are using both Learncycles and Automation features in parallel, ensure the same workflows are not set up in both. Doing so will cause the activities to trigger twice.
Understanding Automation Action Groups
Automation in Wisenet is made up of two key parts:
- Triggers (what starts the automation)
- Actions (what the automation actually does)
Once a trigger fires, an action carries out the tasks you’ve defined. Each action belongs to an action group. An action group can include:
- Action Group Details – a unique code, a meaningful name, and the entity the actions will act on.
- Action Group Conditions (optional) – additional rules that control when the action group runs, for situations that can’t be handled at the trigger level.
- Actions – the tasks themselves, such as updating a field or sending assessment submissions.
One automation can run multiple action groups, and you can perform actions on multiple entities by creating separate action groups for each.
Manage
View, edit and control your automations
From a high-level overview of all workflows to detailed insights into triggers, conditions, and action groups, you have full visibility into how your processes operate.
You can also activate or deactivate automations when they are ready to run. An automation must have at least one action group with one action before it can be set to active.
Coming Soon: We’ll be sharing examples and best-practice scenarios to help you design automations that maximise efficiency and impact.