Set up an automation with Morgan by Go1™ to help learners complete a Go1 assignment by its due date and reduce manual follow-up for you and your team. Review the plan, choose a completion target, and decide whether Morgan can send manager escalations.
Automations is in beta
We’re continuing to improve the experience, so some features and screens may change.
Before you begin
You must be a portal admin.
Your organization must have Morgan installed in Microsoft Teams or Slack.
Currently, each automation supports one Go1 Learn assignment with a fixed due date shared by its learners. Assignments with rolling due dates or no due date are not yet supported.
Automations support reminders in English at launch. Any portal admin can manage the automation after you create it.
Choose your first assignment
Start with one active Go1 Learn assignment you currently follow up manually. Currently, completion Automations support assignments with a fixed due date shared by their learners. You can use an existing assignment. For a pilot, choose an assignment containing only your pilot group.
Start from an existing assignment
Open Assignments.
Open the In progress tab.
Hover over the assignment you want to automate.
Select Create automation.
Review the preview, then select Set up automation to open the plan.
If the assignment already has an automation, select View automation to open it.
Start from a new assignment
Create an assignment with a fixed due date.
Wait for Go1 to finish creating the assignment.
Select Set up automation when it appears.
Review and start the plan
Review the assignment details in the plan.
Set the Completion target. The default is 100%. Morgan aims to reach this target by the assignment due date.
Choose whether to turn on Manager escalations. When this is on, Morgan can contact managers when their team is unlikely to reach the completion target by the due date.
If you turn on manager escalations, choose Send automatically to let Morgan send them when needed, or Approve before sending to ask a portal admin to approve them first.
Select Preview a nudge to see an example of how Morgan communicates.
Review your settings, then select Launch to start the automation.
Morgan generates and sends learner nudges automatically, adjusting frequency based on progress and your completion target in relation to the due date. The approval setting applies to manager escalations.
Check your automation
Open your automation under Automations in Go1 Learn.
Use Overview to check completion progress against your target and due date.
Open Activity → Nudges → View learners to review nudge delivery activity.
If manager escalations require approval, check for pending requests. Open Plan to review your settings.
Morgan checks progress daily and decides whether action is needed. A daily check may result in no message when follow-up is unnecessary.
For the full steps, see Review automation progress and activity.
Morgan by Go1 is a trademark of Go1 Pty Ltd.