PARENTS & ENQUIRIES
INSIGHTS
REGISTERED STUDENTS
BULK ENROLMENT
ENROLMENT Demo
REPORT
POST ENROLMENT
APPLICAA FUTURES
DATA
MANAGE USERS
PLATFORM ESSENTIALS
COMMUNICATIONS & EVENTS
MARKETING & EVENTS
SETTINGS
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New Automation
Draft
Triggers
Form Submitted
Status Changed
Scheduled
Event Registered Soon
Deadline Approaching Soon
Document Uploaded Soon
Payment Received Soon
Actions
Send Email
Send SMS
Create Task
Update Status
Notify Staff
Webhook Soon
Add to List Soon
Schedule Event Soon
Generate Document Soon
Logic
Check Condition
Delays
Wait
AI
AI Step

Start building your sequence

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Active
Group 1
Yes:
No:
@First Name @Last Name @Email @ID Document
Go to existing step
Add Step
Send Email Send SMS Create Task Update Status Notify Staff AI Step Check Condition Wait

Enrolment Rules

Define who enters this workflow.

Group 1

Applicants meeting these conditions are immediately removed, even mid-sequence.

Checked whenever applicant data changes.

Group 1

Choose Email Template

Application Received
Offer Letter
Interview Invitation

Edit Template

Start writing your email...

More Triggers

Event Registered

When a family registers for a school event

Coming soon
Deadline Approaching

X days before a configured deadline

Coming soon

More Actions

Add to List

Add the applicant to a marketing list

Coming soon
Schedule Event

Book an interview or campus visit

Coming soon

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New workflow

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AI Workflow Builder

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Recording...

0:12

Transcription complete

"When a student submits an application form, send them an immediate confirmation email. Then wait three days and check whether they opened the email."

Building your workflow...

Optimising the flow

Analysing your description
Identifying trigger events
Mapping action steps
Optimising the flow

Workflow ready!

Review and adjust as needed.

Generated Steps

TRIGGER Form Submitted
EMAIL Confirmation Email
DELAY Wait 3 days
CONDITION Personal statement completed?
EMAIL Interview Process Info Yes branch
EMAIL Reminder Email No branch

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