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Question

Automation Rules

  • December 4, 2025
  • 4 replies
  • 78 views

Does anyone use automation rules to help with automatic enrollments? Looking to streamline a process that could get very complicated as new customers onboard.

4 replies

elamast
Hero I
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  • Hero I
  • December 4, 2025

We use webhooks and external automation (Make) to handle most everything.  If you have Docebo Connect, that would be Docebo’s preferred tool.


  • Contributor I
  • May 6, 2026

I user auto rules for new joiners learning plans, automatically enrolling users into our mandatory learning plans.


dklinger
Hero III
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  • Hero III
  • May 6, 2026

Hi - we use automation rules all the time to map new folk coming into the system.

Put those new folks into groups so that they can be mapped into learning plans/courses.

Use custom user fields to help get them there. once this is happening? It feels way elegant.
Note if you are doing ILTs you will not be able to enroll them into a session, but you can map them to the ILT course to get them going and supply an instruction to move them along.


  • Newcomer
  • May 6, 2026

We use groups with enrollment rules to automatically enroll users.  Within our groups we base the enrollment off of additional fields we make, such as job titles, and branches, to assign the correct learning plan and courses based on what is filled out for them.