The blueprint
Trigger
Student Onboarding & Documents is submitted
Every run starts from one submission.
Action
Create Checklist Card
Action
Send Welcome Pack
Action
Notify Advisor
Action
Schedule Orientation
Documents in, orientation booked, welcome pack sent, advisor notified, from one form submission.
The gap between admitted and enrolled is where institutions lose students, and it's almost always administrative. This recipe closes it in one pass. The student uploads their photo ID, transcripts, and health form once. Their record is created, a checklist card appears for student services, orientation is scheduled and the invite sent, the branded welcome pack lands in their inbox, and their program advisor is pinged, all before anyone in the office has opened an email.
Free · no credit card · you connect your own apps
Installing provisions each one, wired together and ready to run.
Collects a newly admitted student's details and required enrollment documents: photo ID, transcripts, and health form. Publishing it auto-creates the Student Onboarding Tracker sheet, one row per student.
Sent to the student with orientation details, portal access, and first-week logistics.
On submission: records the student, creates their orientation checklist card, sends the welcome pack, notifies their advisor, updates the onboarding stage, and schedules orientation if they're attending.
You connect your own accounts. Swap any app that offers an alternative at install.
Creates an orientation checklist card for each new student so student services can track onboarding. Swap for Notion.
Schedules the student's orientation as a calendar event.
Emails the student a warm, personalized welcome. Swap for Brevo.
Notifies the student's program advisor. Swap for Telegram.
The admitted student fills the Student Onboarding & Documents form (name, email, phone, program, student ID) and uploads their photo ID, transcripts, and health form in the same sitting. Submitting fires the workflow automatically. One link replaces the back-and-forth of chasing three documents separately.
Their details and documents are written to the Student Onboarding Tracker sheet: one searchable row per student showing their program, their uploaded documents, and their current onboarding stage. When someone asks who still hasn't submitted a health form, that's a filter, not an afternoon.
A Trello orientation checklist card is created for the student so student services can track their progress through onboarding without maintaining a parallel list. Prefer Notion? Swap at install.
If the student is attending, a Google Calendar orientation event is created and they're invited directly. The date comes from the orientation_date you set once at install, so it stays consistent across every student in the intake.
The student receives their branded Student Welcome Pack (orientation details, portal access, and first-week logistics) and their program advisor is pinged in Slack that a new student has landed. The advisor knows before the student's first question arrives.
Everything it creates is an ordinary form, table and workflow in your workspace. Edit any of it after install. Nothing is locked.