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
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
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
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