Category: Automation

  • Why We Kept Our Learning Games Out of the LMS

    Why We Kept Our Learning Games Out of the LMS

    This year, we created a series of 90s-themed cybersecurity games to support our annual compliance campaign.

    Designing the games was the fun part.

    Then came the less glamorous question:

    How would we track who completed them?

    The obvious answer was our LMS. It was also a much bigger answer than we needed.

    The Games Expanded the Campaign

    Our employees already had an annual cybersecurity course to complete. The games weren’t meant to replace it. They gave people more ways to notice, explore, and talk about the campaign around it.

    These were short, fun challenges or browser-based games. One took employees through a social engineering scenario. Another turned a password challenge into a character reveal.

    The 90s television theme gave the campaign a personality. Leaderboard points and prize drawings added curiosity and friendly competition.

    This is the approach Bianca Baumann and I advocate in Think Like a Marketer, Train Like an L&D Pro: don’t assume good learning will attract attention on its own.

    Marketers create several ways for people to encounter a product. We wanted to create several ways for employees to encounter cybersecurity.

    The annual course delivered the required learning. The games helped the larger campaign earn attention.

    But every game raised the same tracking question.

    What Did We Actually Need to Know?

    As instructional designers, we’re good at building systems.

    Sometimes a little too good.

    A simple tracking request can quickly grow into conversations about LMS settings, SCORM packages, dashboards, data models, automation, and reporting rules.

    Before building any of that, we stopped and asked:

    What problem are we actually trying to solve?

    We needed to know three things:

    • Who completed each game?
    • Who earned leaderboard points?
    • Who qualified for prize drawings?

    We weren’t issuing certificates. The games weren’t part of anyone’s compliance record. We didn’t need detailed data about every click or choice.

    We just needed to connect a completed game to an employee.

    One Form. One Question.

    Each game ended with a completion result. Depending on the activity, that might be a generated code, secret phrase, puzzle answer, or character name.

    Employees clicked a link and entered that result in a Microsoft Form.

    That was the entire process.

    Because they were already signed in through Microsoft 365, Forms captured their identity and submission details. We didn’t need to ask for a name, email address, employee ID, department, or business unit.

    The form had one question:

    What is your completion code?

    Why We Didn’t Use the LMS

    We could have placed each game in our LMS. That would have provided more formal tracking.

    It also would have created more work on both sides.

    Employees might have needed to open the LMS, locate the right activity, launch it, move through several screens, and confirm completion.

    None of those clicks would have improved the game. They would have created more distance between “That looks fun” and actually playing.

    The LMS would have added work for our team too. Each activity would need to be packaged, uploaded, configured, tested, and maintained.

    Even a small change could become a project. Fixing one instruction might mean editing the source, publishing the package again, replacing it in the LMS, and testing it one more time.

    With Forms, we could update an instruction or code in minutes.

    The LMS wasn’t the wrong tool. It was simply more tool than this job required.

    Friction Works Both Ways

    We often discuss friction as a learner problem. Every field, login, and extra click asks for a little more time and attention.

    But learning teams pay for friction too.

    They pay through added development, more testing, slower updates, and ongoing maintenance.

    That doesn’t mean we should collect no data or avoid robust systems. It means the value of the information should justify the effort required to collect it.

    For required compliance training, detailed records matter.

    For a voluntary game and prize drawing, a one-question form may be enough.

    The tracking method should match the stakes.

    Our System Wasn’t Airtight

    A submitted code showed that an employee had the code. It didn’t prove, beyond all doubt, that the person completed every part of the game.

    Someone could share an answer.

    We accepted that risk because these were optional campaign activities, not certifications or legal records. Making participation easy mattered more than building perfect proof.

    Different stakes would have led to a different decision.

    Simple worked because it was appropriate, not because simple is always better.

    We Added Complexity When It Earned Its Place

    Later, we connected the Forms data to Power Automate. That helped us manage leaderboard points and other campaign features.

    We didn’t reject complexity. We added it when it produced clear value.

    That sequence matters.

    Start with the smallest system that solves the real problem. Then add new parts when you can explain exactly what they improve.

    Otherwise, every new layer becomes something your team has to build, test, maintain, and feed.

    The Bottom Line

    The games helped our cybersecurity campaign earn attention.

    Microsoft Forms lets us track participation without taking that attention away.

    That’s the larger lesson. Treat learning like a product that needs to be marketed. Create reasons for people to notice it, explore it, and talk about it.

    Then choose support systems that fit the purpose and stakes of the experience.

    Nobody talked about our form.

    Nobody talked about the automation.

    Nobody talked about the reporting.

    They talked about the games.

    That was the clearest sign that we had spent our time on the right things.

  • Workflow Automation for Beginners (and Why L&D Pros Should Care)

    Workflow Automation for Beginners (and Why L&D Pros Should Care)

    If you’ve never heard of workflow automation, don’t worry—you’re not alone. The phrase sounds like corporate jargon, but at its heart, it’s simple: workflow automation means teaching your tools to do the boring, repetitive steps for you—automatically.


    What Is Workflow Automation?

    Imagine you’re making coffee. Normally, you grind beans, fill the filter, measure water, press a button, and wait. Now imagine a smart coffee machine that handles everything the moment you stumble into the kitchen. You just pour your cup.

    That’s what automation does for digital work. Instead of you downloading files, copying text, or sending the same email over and over, your tools do it in the background.

    • Without automation: You export a training survey from one tool, clean it in Excel, upload it to another. Repeat.
    • With automation: The moment someone submits the survey, it flows into the right spreadsheet, cleaned and ready. You never touch it.

    It’s not magic or coding. It’s just connecting your apps so that when this happens, do that. And it frees you up for the work humans are best at—designing, teaching, and coaching.


    Tools That Make It Possible

    The good news: you don’t need to be a programmer. A few popular workflow automation tools handle the connections for you:

    • Zapier – user-friendly, connects 7,000+ apps, perfect for beginners.
    • Make – more advanced, great for visual builders who like flexibility.
    • Microsoft Power Automate – especially good if your org already runs on Microsoft 365.

    Pick one, connect your favorite apps, and you’re off to the races.


    5 Smart Things L&D Pros Can Automate

    1. Learner Data Collection → Live Dashboards

    Web form responses (Google Forms, Tally.so, etc.) flow straight into Google Sheets and update a Looker dashboard in real time.

    👉 Result: You see live learner data without touching Excel at 11 p.m.

    2. Personalized Follow-Ups Without Copy-Paste

    Gmail sends tailored follow-ups based on form responses or quiz scores.

    👉 Result: Every learner gets the right nudge, and you never retype a message.

    3. Training Sessions That Build Their Own Resource Hubs

    Adding a session to Google Calendar triggers Drive to create a folder, load templates, and share the link in the invite.

    👉 Result: Every session comes pre-packaged with resources, ready to go.

    4. Feedback That Doesn’t Sit in a Drawer

    Survey responses drop into Sheets, where low scores trigger an alert to your inbox. Positive comments flow into a “wins” log.

    👉 Result: You act on feedback immediately, not after the program is over.

    5. Automatically send a drip campaign

    A workflow tool captures the learner’s email and automatically starts them in a spaced drip campaign to support and enhance your learning goals.

    👉 Result: The learning mpaign runs in the background without you needing to lift a finger.


    How to Get Started

    1. Pick your biggest annoyance. Maybe it’s exporting survey data or remembering to send follow-up emails.
    2. Choose a tool. Zapier, Make, or Power Automate are all safe bets.
    3. Set up a trigger. Example: When someone submits a Tally.so form…
    4. Add an action. Example: …then add the response to Google Sheets.
    5. Test it. Run it once, check your sheet or inbox, and confirm it works.
    6. Expand gradually. Once you’ve nailed one workflow, chain a second step (e.g., “and then email the learner a thank-you”).

    A Visual Starter Map

    Here’s what your very first automation could look like (easy to turn into a simple diagram for the blog):

    [ Tally.so form submitted ] 
            ↓ 
    [ Google Sheets row created ] 
            ↓ 
    [ Gmail sends confirmation email ]
    

    That’s it: trigger → action → action. Three steps, no coding, and you’ve saved yourself hours of repetitive admin.


    Why It Matters

    Automation doesn’t replace the human side of L&D. It protects it. By clearing away the repetitive chores, you get more space for the creative, relational, and strategic parts of your job.

    Here’s the rule of thumb: if you catch yourself doing the same task for the third time—downloading, pasting, renaming—it’s a candidate for automation. Set it once, and let your tools work for you.


    If your in or near the central Ohio area, I’ll be leading a session on all this stuff September 9 at the Central Ohio ATD Annual Conference. Come join us!