Scholarship/financial aid eligibility assessment notifications

Purpose

1.1. Automate eligibility assessment notifications for scholarships and financial aid in architecture programs.
1.2. Streamlines the process of evaluating student applications against predefined criteria and automates alerts to students and administration regarding outcomes and deadlines.
1.3. Ensures compliance with financial and regulatory requirements through consistent automation of eligibility checks and notifications.

Trigger Conditions

2.1. Submission of student’s application for scholarship or financial aid.
2.2. Change in student’s financial status or academic performance recorded in the system.
2.3. Batch process at end/start of a semester or application window.
2.4. Administrative update of scholarship eligibility criteria.
2.5. Document verification or completion status update.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate instant SMS notification; configure Messaging API to trigger on new eligibility results.
3.2. SendGrid
• Feature/Setting: Automate email alerts; configure Transactional Templates with Dynamic Templates API for customized messages.
3.3. Slack
• Feature/Setting: Automating direct notification in student/admin channels; set up Incoming Webhooks for real-time alerts.
3.4. Microsoft Teams
• Feature/Setting: Automate Teams channel messages; configure Teams Connector API for automated notifications.
3.5. Firebase Cloud Messaging
• Feature/Setting: Automate push notifications in school mobile app; use FCM API for eligibility-related updates.
3.6. Salesforce
• Feature/Setting: Automate workflow using Process Builder or Flow with email task automation for eligibility events.
3.7. HubSpot
• Feature/Setting: Automate contact-based workflows triggered by application updates; use Workflow API.
3.8. Google Workspace (Gmail, Sheets)
• Feature/Setting: Automate email notifications via Google Apps Script; Sheets API for data-driven triggers.
3.9. Mailgun
• Feature/Setting: Automate programmatic emails; configure with Mailgun’s Messages API for eligibility notifications.
3.10. ActiveCampaign
• Feature/Setting: Automate email series; configure automations triggered by API/webhooks on eligibility status.
3.11. Pipedrive
• Feature/Setting: Automate deal or contact emails; set up automations through Pipedrive Automation API.
3.12. Zoho CRM
• Feature/Setting: Automate workflow rule for record update; configure notification actions via Zoho’s Automation API.
3.13. AWS Lambda
• Feature/Setting: Automate eligibility checks; schedule Lambda to run evaluations and trigger SNS notifications.
3.14. Microsoft Power Automate
• Feature/Setting: Automate multi-platform notifications; use template flows for email, SMS, Teams alerts.
3.15. Workato
• Feature/Setting: Automate cross-platform notifications; build recipes using triggers from CRM/ERP systems.
3.16. Monday.com
• Feature/Setting: Automate board updates and emails; configure Automations Center for eligibility-related status changes.
3.17. Airtable Automations
• Feature/Setting: Automate record-based triggers; activate automation for newly qualified scholarship entries.
3.18. DocuSign
• Feature/Setting: Automate contract or form notifications; via Envelopes: Create and Update Recipient Status API.
3.19. Notion
• Feature/Setting: Automate eligibility record updates; use Notion API to notify relevant parties on status change.
3.20. Intercom
• Feature/Setting: Automate in-app messages; set up Automator to notify students of application outcomes.

Benefits

4.1. Speeds up and automates eligibility updates and student notifications, reducing manual work.
4.2. Minimizes errors via automated triggers—ensuring compliance and consistency.
4.3. Automates cross-departmental communications, aligning finance, academic, and compliance teams.
4.4. Improves student experience by providing fast, automated notifications and guidance.
4.5. Automates tracking for regulatory audit—maintain logs of every automated notification dispatched.