Automated eligibility and prerequisites verification

Purpose

1.1. Automate the verification of eligibility and prerequisites for management school applicants, ensuring compliance with admission standards and instantly flagging ineligible submissions.
1.2. Automates data intake, qualification checks, and notifies relevant parties of applicant status, reducing manual review and accelerating intake cycles.
1.3. Automating this process removes human error, standardizes compliance, and ensures every application is verified against the criteria in real time.

Trigger Conditions

2.1. Automatedly triggered on new application form submission.
2.2. Triggered by document uploads, such as transcripts or certifications.
2.3. Automates when applicant data changes or receives a referral code for priority processing.

Platform Variants

3.1. Salesforce
• Feature: Workflow Rule/Process Builder — Automates eligibility field checks on applicant record creation.
3.2. Zapier
• Zap: Google Forms + Google Sheets + Filter — Automates extraction and prerequisite logic appraisal.
3.3. Microsoft Power Automate
• Flow: SharePoint data triggers — Automates checks with condition actions on eligibility columns.
3.4. Workato
• Recipe: Application ingestion and API-based prerequisites checker automating multi-system logic.
3.5. HubSpot
• Workflow: Contact property-based automator for prerequisites verification and flagging.
3.6. AirTable
• Automation: Script or formula to evaluate eligibility fields as data is entered.
3.7. Google Cloud Functions
• Function: Automated backend eligibility validation on document upload or API call.
3.8. Segment
• Event Tracking: Automates funnel entry logic for applicants meeting prerequisites.
3.9. DocuSign
• Workflow: Triggers automated verification step post-signature completion.
3.10. Auth0
• Rule: Automating custom eligibility logic with serverless function at sign-up.
3.11. Formstack
• Condition: Built-in logic automator to validate responses before form submission completion.
3.12. AWS Lambda
• Function: Serverless automation to review, parse, and validate each submitted application.
3.13. Google Apps Script
• Script: Automated verification script executing on Google Sheets data insert.
3.14. Intercom
• Workflow: Automates messaging and eligibility guidance based on responses.
3.15. Box
• Trigger: File upload automates eligibility script using API event monitoring.
3.16. Plaid
• Endpoint: Automatedly verifies education finance status prerequisites via /auth.
3.17. Adobe Acrobat Sign
• Agreement Workflow: Automates conditional logic on form pack completion.
3.18. ServiceNow
• Flow Designer: Automates admissions case handling and eligibility assessment.
3.19. Slack
• Workflow Builder: Automates channel notifications when eligibility check passes/fails.
3.20. Notion
• Automation: Database triggers eligibility formulas when a new entry is created.

Benefits

4.1. Reduces administrative effort, automating repetitive reviews and freeing staff resources.
4.2. Automates error detection, standardizes admissions criteria enforcement, and elevates data integrity.
4.3. Accelerates applicant response, improving applicant experience through automated acknowledgment.
4.4. Automating compliance, increasing throughput, and boosting management school operational efficiency.