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Question

Automation Rules

  • December 4, 2025
  • 5 replies
  • 90 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.

5 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.


Moshe.Machlav
Helper III
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Hey everyone, great points all around, and this highlights the difference between standard setups and advanced architectures in Docebo.

@BFrank and ​@TraceyH are exactly right for standard e-learning setups. Native Enrollment Rules combined with Automatic Groups is the cleanest, most elegant way to handle the bulk of your standard onboarding.

However, as ​@dklinger rightly pointed out, native Enrollment Rules hit a wall when it comes to ILTs , they can only enroll users into the course, not the specific session.

If you need that level of flexibility, or if you are managing complex, dynamic cohorts, ​@elamast approach of using an integration tool is absolutely the enterprise-grade solution.

When I design these workflows for organizations that rely heavily on ILT sessions, we deliberately push the enrollment logic to Docebo Connect (or a middleware tool like Make). By doing this, you can trigger an API call to automatically enroll users directly into specific ILT sessions the exact moment their data updates in your HRIS or CRM. It completely bypasses the native limitations and gives you absolute, granular control over the enrollment timing.

You can read more about how Docebo Connect acts as the middleware for this kind of advanced logic here: Docebo Connect: Glossary of terms – Docebo Help Center

Ultimately: use native rules for standard e-learning paths, but switch to Connect/APIs when you need to automate session-level ILT enrollments. Hope this helps!