Automator

Customized workflow automation for training teams

Automator button getting clicked as the user is able to see that a job was recently completed.

Build automated workflows for training teams. Automator lets you build repeatable automations for business process that connect all of your learning tech in one place. You don’t need I.T. resources, Automator is easy to use with a drag-and-drop interface. Automator connects to anything: your LMS, CRM, AI tools, and more.

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Building automated business processes is difficult and requires I.T. resources you don’t have.

You Need I.T.

You need to automate an instructor waitlist workflow, but need I.T. to write code, test it, and manage tech. Good luck booking their time.

There's No Easy AI Solution

You have AI solutions that are promising. You have a complex learning tech stack. Getting to work together requires a human in the loop. That’s not what you need.

Technology & Processes Aren't Linked

Your LMS, CRM, HRIS and AI tools aren’t linked as tightly as you need. Building automated business processes means ongoing manual support and resource drain.

Workflow example of handing an instructor response and what can happen afterwards.

Automated Workflows

Drag-and-drop complex workflows without IT resources

Automator is part of the Administrate Training Management System. It connects a host of tools into one place so you can build powerful automated workflows on your own.

Administrate’s Automator lets you automate business processes using a simple drag and drop interface. You can get as technical as you want, for fine control, or you can get an automation up and running before lunch.

Connect Everything

Automations that connect anything in your tech stack

You already have some business processes automated, but they could be better. We built Automator to connect everything in your learning tech stack (and more) into a single, powerful workflow builder.

Your LMS, your TMS (hey, that’s Administrate), your CRM, ERP, HRIS and even legacy or proprietary technology can be connected by Automator.

Automator works with AI tools, allowing you to bring your own AI solutions to the table.

Administrate integrates with key systems—CRM, HRIS, Docebo, training websites, calendars, financial tools, and reporting—creating a unified hub for managing enterprise training operations. This diagram from Administrate shows the TMS as the operational core, connecting and syncing data across all training-related platforms.
List of AI-powered Automations in Administrate instance, with the button for viewing these elsewhere in the application.

Build Anything

Any training process can be automated

You can automate any manual process in Automator. Even though Automator is part of Administrate, your automation workflows don’t need to touch Administrate. Have specific rules you need workflows to follow? You can set those up and everything you build will stay compliant.

Here are some examples of what our customers are building right now.

Instructor Invitations

When a new course is created, send an email to all possible instructors to see who will teach the course. Answers are recorded for later use.

Assign Tasks

When a new event is scheduled, or a new course created, assign training management tasks to training staff based on role, availability, and location.

Walk-In Registrations

Automatically create a reusable registration form for last minute walk-in students.

Learner Waitlist

When a learner cancels, find the next learner on a waitlist and send them a booking link via email and SMS.

Learner Enrollment

When a learner’s job title, location, or job status changes, enroll them into required courses.

Book New Hire Trainings

When a new hire is added to the HRIS, update their records in your LMS and Administrate, then enroll them into all required courses.

Bookings Approvals

Approve or reject bookings based on your rules, send exceptions to the right person for manual approval.

Resource Usage Tracker

Create a weekly report showing resource utilization with various views (by location, by usage, by course, etc).

Summarize Today’s Changes

Find the most relevant and important changes that happened today across all of your learning technology and produce a summary.

Fill Rate Tracker and Rescheduler

Monitor fill rates of scheduled events, if the fill rate is too low, reschedule the event and send an email to all booked learners and instructors.

Demand Based Events

When a critical mass of learners register interest in a course, automatically schedule the event, send enrollment or booking info, and trigger communications.

Refunds and Cancellations

When a learner requests a refund or a cancellation, that is processed, the refund issued and the open seat in the course is filled with a learner on a wait list.

Weekly Impact Report

Create a weekly report that shows training’s impact across core KPIs, and send that report to stakeholders.

What else can Administrate do?

Frequently asked questions

Administrate Automator is an automated workflow builder. By connecting to specific functions, triggers, and data to your learning technology (and other business systems), you can build powerful and complex automations that execute workflows based on an almost limitless set of inputs, conditions, and outcomes.

Automator itself is not an AI, it is a workflow builder that executes the different steps in a custom workflow you build. Automator moves data between tools, including whatever AI solution you are already using. This means it can connect to AI applications such as large language models, and use AI features inside of Administrate and other tools.

A simple workflow can be built in just a few minutes, but more advanced workflows may take several hours depending on what you need to automate.

Administrate Automator can integrate with all major learning technologies, CRMs, ERP, HRIS, LMS, and other business systems. Automator can connect to most legacy and proprietary systems. This is because Automator uses the powerful Administrate API, which allows custom integrations.

See Administrate Automator in action

Book a personalized demo of Administrate and we will show you how AI Automator works.

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