Automations Learning Path

  • 20 June 2023
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Learn how to set up Automations to encourage collaboration and streamline workflows!

 

 

 

Register here for the Pigment Automations On-Demand learning path.  In less than hour, this path will guide you through an overview of Automations, how to set up your Automations, and two lessons dedicated to practicing how to create an Automation. 

 

Courses in Learning Path

 

Pigment Automations 

 

Save time, improve cross-functional collaboration and make your processes more efficient with Automations. Trigger workflows when a Metric is updated. Notify recipients directly in Pigment or through email.

 

Who should take this course?

This course is designed for everyone, both business and technical users. 

 

Topics Covered

  • Identifies what a Pigment Automation is, what it does and when you might want to use one
  • Describes how an Automation is triggered
  • Explains how recipients get dynamically notified when an Automation is triggered
  • Shows how recipients receive notifications

Content Type

  • Video
  • On-Demand
  • Micro-lesson

Course Duration

About 2 minutes

 

Take course!

 

Automations Setup Overview

 

Dive deeper into Pigment Automations and learn about the high-level process involved in setting them up. 

 

Who should take this course?

This course is designed for Pigment users who are responsible for designing and setting up Automations for Pigment. 

 

Topics Covered

  • Describe a Pigment Automation 
  • Show how an Automation is set up at a high level
  • Show how an Automation is triggered at a high level
  • Highlight examples of when you might want to use an Automation
  • Summarize the process steps for setting up an Automation
  • Explain triggers and trigger conditions
  • Differentiate between direct and conditional recipients
  • Identify the Metric criteria for a configuring conditional recipients
  • Activate an Automation

 

Content Type

  • On-Demand
  • Micro-lesson

 

Course Duration

About 15 minutes

 

Before You Begin

Prerequisites: Pigment Automations

 

Take Course!

 

 

 

Automations Guided Practice

 

Practice how to set up an Automation in a safe, simulated Pigment environment. This simulation features audio, prompts and detailed instructions to help you set up an Automation then watch it in action.

 

Who should take this course?

 

This course is designed for Pigment users who are responsible for designing and setting up Automations for Pigment. 

 

Topics Covered

  • Specify a Metric for the Automation from a Metric on Board 
  • Create an Automation
  • Establish a Trigger with a Boolean Metric
  • Notify direct and conditional recipients
  • Activate an Automation
  • View the completed Automation in action

 

Content Type

  • Software Simulation
  • On-Demand
  • Activity

 

Course Duration

About 15 minutes

 

Before You Begin

Prerequisites: Automations Setup Overview

 

Take Course!

 

Automations Self-directed Practice

 

Practice how to set up an Automation in a safe, simulated Pigment environment. This simulation encourages you to independently set up an Automation with minimal instructions and additional resources if you need them. 

 

Who should take this course?

 

This course is designed for Pigment users who are responsible for designing and setting up Automations for Pigment. 

 

Topics Covered

  • Specify a Metric for the Automation from a Metric on Board 
  • Create an Automation to monitor a threshold value
  • Establish a Trigger and Trigger conditions
  • Notify direct and conditional recipients
  • Activate the Automation

 

Content Type

  • Software Simulation
  • On-Demand
  • Activity

 

Course Duration

About 15 minutes

 

 

Before You Begin

Prerequisites: Automations Guided Practice

 

Take Course! 

 

 


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