Pick an automation, copy its prompt and paste it into AutoAI: it is set up in your Edusign account.
Each template shows the full flow, the emails sent and what to personalise.
Two actions in one automation: the student gets their first information and the student office is told about the enrolment.
The code of conduct goes out automatically to every new student: no bulk mailing to prepare before the start of term.
Essential for cohort photos, events and the school's communications.
The student tag lets you send the right document to the right people: apprenticeship charter, international charter and so on.
Every student created in Edusign is sent to your student information system or LMS by webhook: no more double entry at the start of the year.
A student returning after a gap year is welcomed back and signs the code of conduct for the current year.
As soon as a group is created in Edusign, the teaching team receives the name and description of the new cohort.
Students have their sign-in link to hand before they walk into the room.
More visible than an email for a student who has the app on their phone.
Sessions with no instructor in the room (independent study, supervised projects) are signed remotely.
For distance learning classes, the signature email goes out at the end of the session: each student signs in from home.
Where a QR code in the room is impractical, the signature email takes over.
The student keeps a record of their attendance, which cuts down on disputes at the end of the semester.
When each attendance sheet starts, students receive their signature link: nobody forgets to sign in.
Combined with use case 14, it covers the start and end of every class.
Fewer students lost between buildings at the start of the year.
Two hours before each exam, students receive a reminder with the time and room.
A last-minute change of time or room? Students are told without the student office having to write a thing. This trigger fires on every change, so keep the message neutral ('updated').
When an attendance sheet is deleted, the students concerned are told that the class is cancelled.
As soon as a Zoom meeting is created for a class, students are told the session is online and find the link in the app.
The student tag identifies apprentices: the agreement goes out on its own as soon as their record is created.
The 'Continuing education' tag is all it takes: the training contract goes out for signature as soon as the learner is created.
As soon as the student has signed the code of conduct, they receive a confirmation and know their file is complete.
Every code of conduct signature is sent to your dashboard: you can see who has signed without opening Edusign.
The apprenticeship team sees the student, employer, school sign-off progress without chasing blindly.
One automation, two actions: the student office receives the contract and its proof of signature, and your document management system archives it.
When a placement agreement is signed by all parties, the placements office receives it with a link to the document.
The request goes out as soon as the absence is recorded: no more lists of absentees to work through at the end of the week.
Every recorded absence is reported to the programme leader, who can act without waiting for the monthly report.
A student missed an exam? The student office is alerted immediately and can arrange a resit.
As soon as a late arrival is recorded, the student receives a message with the number of minutes: repeated lateness gets noticed.
A student leaves class early? The programme leader receives their name, the class and the time they left.
Every student absence request reaches the student office, which can handle it the same day.
The student knows straight away, without having to chase the student office.
When an absence request is refused, the student knows straight away and can make arrangements to attend.
As soon as the student office approves an absence note, the student receives a confirmation: no more doubt about their record.
Every absence report generated is sent to the manager, with a link to the document.
When all absence reports have been generated, the head of studies receives a summary.
Useful for monitoring the attendance of students on bursaries or tracking absence rates by programme.
Every visiting lecturer knows how to take attendance before their first class.
If Edusign says the action is not compatible with this trigger, send the letter of engagement from the Documents module and keep the welcome email (use case 40).
The instructor's feedback is collected while the session is still fresh in their mind.
For an instructor who signs outside the app (external speaker, examiner, guest lecturer): they receive their signature link as soon as the sheet is complete. To target a specific programme, add a condition: 'Attendance sheet name' contains 'Masterclass'.
Fifteen minutes before the end of class, the instructor receives a push notification to sign the attendance sheet.
As soon as the instructor signs, they receive a time-stamped confirmation: a useful record for their teaching hours.
Hourly pay for instructors is calculated from signed, time-stamped data, with no re-keying.
Name the last session of a module 'End of module': only that session triggers the survey, so students are not asked after every class.
A survey sent from Edusign is seen sooner when a notification comes with it, and the response rate follows.
When a scheduled survey goes out, the quality team is informed: they can follow their campaigns without checking manually.
Every survey response triggers a thank-you email, which explains that the results are shared with the teaching team.
Responses feed into your spreadsheet or BI tool as they arrive, for your quality and accreditation processes.
The sheet is frozen and the data is final: two actions to notify the student office and feed your billing tool or information system.
Every reopening of a frozen sheet is logged, a useful habit in case of an audit.
Every Monday, a reminder to check unlocked sheets and pending absence notes.
Every night at midnight, a webhook triggers the sync of your Edusign data with your information system.
Every student signature is sent to your information system by webhook: attendance there is always up to date.
Dropping out, changing course, finishing their studies: a student archived in Edusign is archived in your student information system or LMS too.
A student whose email bounces no longer receives their signature links: best to fix it quickly.
Any change to the application settings is reported to the administrator: a simple check in case of an audit.
