Find answers to common questions about using Automations with Morgan by Go1™ to help learners complete assignments.
Automations is in beta
We’re continuing to improve the experience, so some features and screens may change.
Access and permissions
Can customers use completion automations without Morgan?
No. Morgan must be installed in your organization's Microsoft Teams or Slack environment. Completion automations are managed in Go1 Learn and are not available as an email-only feature.
Why can’t I see Automations or Create automation?
Check that you’re a portal admin in the correct Go1 portal and that Morgan is installed and connected in Microsoft Teams or Slack.
Use an active assignment managed in Go1 Learn. Currently, completion Automations support assignments with a fixed due date. Wait for a new assignment to finish being created.
Open Assignments → In progress and hover over the assignment to find Create automation. If it already has an automation, select View automation.
If the option is still missing, refresh the page and contact Go1 support with your portal URL and assignment details so they can check access.
For more help, see Troubleshoot Morgan by Go1.
Can managers create or manage automations?
Managers can receive escalation messages, but they need portal admin access to create or manage automations. Being a manager alone does not provide this access.
Can any portal admin edit an automation or approve manager escalations?
Yes. Any portal admin can view, edit, or manage any automation on the portal, including automations created by someone else. Any portal admin can also approve manager escalations.
Assignments and completion targets
What if my assignments are in an LMS?
Completion automations need assignment and due date information held in Go1 Learn. Assignments managed in an external learning management system (LMS) cannot currently be automated when that information is unavailable to Morgan.
If you also create and manage assignments in Go1 Learn, check those assignments separately for eligibility.
Which assignments can I automate?
Currently, you can automate eligible assignments managed in Go1 Learn with a fixed due date. Each automation follows one assignment. You can set one up after creating a new assignment or for an existing eligible assignment.
What is the completion target?
The completion target is the percentage of assigned learners you want to complete the assignment. It defaults to 100%. You can choose a different target in the plan.
Morgan aims to help you reach this target by the assignment due date.
Learner nudges and manager escalations
Do I need to approve learner nudges?
No. Morgan generates and sends learner nudges automatically and adjusts frequency based on progress, the completion target and the due date to mitigate under- or over-messaging. The approval setting applies to manager escalations.
Does Morgan send reminders every day?
Morgan checks assignment progress daily and decides whether action is needed. Reminder frequency depends on progress, the completion target, and the due date. A daily check may result in no message when follow-up is unnecessary.
What do managers see?
When manager escalations are enabled, Morgan can send managers a message asking them to help their team complete an assignment. Morgan uses escalations when the team is unlikely to reach the completion target by the due date.
If Approve before sending is selected, a portal admin can review the proposed message and recipients before approving it.
Where can I review and approve manager escalations?
Any portal admin can review and approve manager escalations in Go1 Learn. Only the automation owner receives approval requests through Morgan in Microsoft Teams or Slack.
See Review and approve manager escalations for the steps.
What happens if a manager escalation is left unanswered or skipped?
The approval request expires after its cutoff. At its next review, Morgan checks whether a manager escalation is still needed.
If you skip an escalation, Morgan does not send that proposed message. Morgan can propose another escalation at a later review if one is still needed.
Can manager escalations be sent automatically?
Yes. Enable Manager escalations and choose Send automatically in the plan. Choose Approve before sending if you want a portal admin to review each proposed escalation first.
What happens if a nudge fails?
If a learner nudge cannot be delivered through Microsoft Teams or Slack, Morgan tries to send it by email.
Languages
Are automations available in other languages?
Automations support English at launch, with plans to extend this functionality to other languages. Learners can still talk to Morgan in Microsoft Teams and Slack in English, French, Italian, German, Spanish and Portuguese.
Morgan by Go1 is a trademark of Go1 Pty Ltd.