Free checklist · Education
The education automation checklist.
Your educators didn't get into this field to process paperwork.
60%
admin reduction — industry average
37
Hrs/week at stake
$67,340
Annual waste, total
The checklist · 12 tasks
Tick every task your team still does by hand.
Hours and costs assume one person
at typical education wage rates.
/ 01 — Automate first — highest payback
Enrollment inquiry responses sent manually
FixDeploy an AI responder via n8n that instantly answers enrollment inquiries with program details and a link to apply.
4 hrs/wk · $7,280/yr
Course registration processing by staff
FixBuild a self-service registration portal connected via Make.com to your SIS that processes enrollments and sends confirmations.
4 hrs/wk · $7,280/yr
Grades entered into multiple systems
FixBuild a Make.com integration that syncs grades from your LMS to your SIS and parent portal automatically.
4 hrs/wk · $7,280/yr
Student progress reports compiled manually
FixBuild an n8n workflow that pulls grade and attendance data to auto-generate progress reports emailed to parents monthly.
4 hrs/wk · $7,280/yr
Tuition payment reminders called/emailed by hand
FixUse Zapier to auto-send tuition payment reminders via email and SMS at scheduled intervals with a payment link.
3 hrs/wk · $5,460/yr
New student onboarding paperwork mailed
FixCreate an automated onboarding flow in Make.com that sends digital welcome packets, collects forms, and assigns orientations.
3 hrs/wk · $5,460/yr
Re-enrollment outreach never automatic
FixUse Make.com to trigger automated re-enrollment campaigns 60 days before the next term with personalized messaging.
3 hrs/wk · $5,460/yr
/ 02 — Automate next — steady gains
Attendance tracking manually
FixUse a digital check-in system connected via Zapier to auto-log attendance and flag absent students for follow-up.
3 hrs/wk · $5,460/yr
Certificate generation individually
FixUse Zapier to auto-generate personalized PDF certificates and email them to students upon course completion.
3 hrs/wk · $5,460/yr
Event/webinar registration in spreadsheet
FixReplace spreadsheets with an event form connected via Zapier to auto-confirm registrations and send calendar invites.
2 hrs/wk · $3,640/yr
Alumni outreach not automated
FixUse Zapier to run automated alumni engagement campaigns with newsletters, event invites, and giving opportunities.
2 hrs/wk · $3,640/yr
Staff onboarding checklist in email
FixCreate an automated staff onboarding sequence in Make.com with task assignments, document collection, and training scheduling.
2 hrs/wk · $3,640/yr
/ Total estimated waste
37 hrs/wk · $67,340/yr
3 quick wins
Build these first.
23 hrs/week recovered
across the set.
12 hrs/wk
Enrollment Funnel Automation
Inquiry to application to registration to welcome kit.
Ask us to build this →6 hrs/wk
Student Re-Enrollment Campaign
Automated outreach 60 days before next term.
Ask us to build this →5 hrs/wk
Certificate Auto-Generation
Trigger PDF cert and email on course completion.
Ask us to build this →Keep exploring
/ Recommended services for education
/ Other industry checklists
Where we go from here
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