Automated notifications for missing documents

Purpose

1.1. Automate the process of sending reminders to students whose enrollment documents are missing or incomplete, ensuring they complete onboarding swiftly for culinary vocational training.
1.2. Automatedly track, detect, and notify relevant students or administrators via multiple communication channels to reduce manual follow-up efforts.
1.3. Automates administrative work, increases compliance, enhances student experience, and ensures regulatory or internal documentation standards are met.

Trigger Conditions

2.1. Upon record creation or update in the student management system with missing required documents flagged.
2.2. At a scheduled interval (e.g., daily, weekly) scanning all open student onboarding files for document status.
2.3. On attempted course registration or attendance marking by a student with incomplete enrollment documentation.
2.4. Manual trigger by administrative staff via custom dashboard interface for instant automation.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use 'Messages API' to automate sending SMS with customizable templates; configure `POST /Messages` with student phone and missing document details.
3.2. SendGrid
• Feature/Setting: Automate notification emails using 'Mail Send API'; configure `POST v3/mail/send` for dynamic sender, recipient, and content.
3.3. Slack
• Feature/Setting: Automate staff alerts via 'chat.postMessage'; configure API to deliver channel or DM notifications about students requiring follow-up.
3.4. Gmail
• Feature/Setting: Automate reminders using 'Gmail API' with 'users.messages.send' endpoint for crafted email alerts.
3.5. Microsoft Teams
• Feature/Setting: Automate channel messages using 'Microsoft Graph API' with `/chats/{chat-id}/messages` to notify admins.
3.6. WhatsApp (Cloud API)
• Feature/Setting: Automate student notifications via 'messages' endpoint, sending personalized WhatsApp messages.
3.7. Mailgun
• Feature/Setting: Automate transactional email reminders by configuring 'messages' API to send to flagged users.
3.8. Salesforce
• Feature/Setting: Automate notifications via 'Process Builder' or 'Flow Builder' to trigger emails or Chatter alerts on missing onboarding attachments.
3.9. HubSpot
• Feature/Setting: Automate follow-ups with 'Workflows' and 'Send Email' actions triggered by contact property (document status) updates.
3.10. Zoho CRM
• Feature/Setting: Automate reminders using 'Workflow Rules' and 'Email Notifications' triggered by document upload fields.
3.11. Pipedrive
• Feature/Setting: Automate activity or email creation via 'Workflow Automation' when required documents are not uploaded.
3.12. ActiveCampaign
• Feature/Setting: Automate reminder campaigns by 'Automations' and 'If/Else' triggers based on custom fields.
3.13. Freshdesk
• Feature/Setting: Automate ticket creation or email alerts using 'Automation Rules' for student onboarding documentation gaps.
3.14. Asana
• Feature/Setting: Automate task or comment creation via 'Rules' when documentation task is incomplete, triggering assigned user notification.
3.15. Monday.com
• Feature/Setting: Automate item updates or notifications using 'Automations' for incomplete document items in student onboarding boards.
3.16. Notion
• Feature/Setting: Automate page mention or linked database update using integrations on missing documents, triggering task reminders.
3.17. Airtable
• Feature/Setting: Automate email using 'Automations' block when document fields remain blank, triggering customizable notifications.
3.18. Microsoft Outlook
• Feature/Setting: Automate sending emails via 'Microsoft Graph' `sendMail` API when student onboarding status is incomplete.
3.19. Telegram
• Feature/Setting: Automate bot message sending with 'sendMessage' API to individuals or groups when document upload is pending.
3.20. Discord
• Feature/Setting: Automate sending DM or channel announcements to moderators on missing student files, using 'createMessage' endpoint.
3.21. Zendesk
• Feature/Setting: Automate ticket creation/assignment using 'Triggers' and 'Targets' for students missing required documentation.
3.22. Google Sheets
• Feature/Setting: Automate status tracking and email generation via 'Apps Script' or 'Sheets API' when documents cells are empty.

Benefits

4.1. Automates repetitive follow-ups, freeing staff for higher-value onboarding and teaching activities.
4.2. Minimizes missed enrollments through proactive, automated communication.
4.3. Automatedly maintains compliance with accreditation and legal requirements.
4.4. Reduces manual oversight with centralized, automated notification records.
4.5. Improves overall student experience with timely, automated reminders and support.