Learnings
Teaching your automations so they can learn
Overview
Learnings are rules that guide your automation’s decision-making. These rules help your automation interpret and respond to different scenarios based on past interactions and defined logic. Learnings can range from simple data references, such as:
the username for my salesforce account is XXXXX
To more complex rules, like:
in the case of an invoice, where to explicitly look on a document to find a specific field
Where are Learnings?
You can access and manage your Learnings by navigating to the Learnings tab in the left sidebar menu.
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Understanding Learnings
The list on the Learnings page provides an overview of all the defined rules. Each entry in the list includes the following columns:
- Guidance for – Describes the question to which the learning applies.
- While doing – Specifies the action, context, or data where the learning is used.
- Resolve By – Indicates the resolution technique for the question.
- Specific Context – Provides additional details.
- Applied in – Shows whether the learning is in Draft status or actively in use.
- Actions – Allows you to edit or delete a learning as needed.
Filtering Learnings
Filtering options make it easy to find specific learnings. You can refine the list using the following filters at the top of the page:
- Process – Show learnings associated with a particular process.
- Question Type – Narrow results based on the type of question.
- Learning Type – Filter by the type of learning: Value, Technique, Skip, Retry.
- Created By – Filter by learnings added by a specific user.
Additionally, you can use the search bar to search for specific rules or keywords.
Updated 4 months ago