Your offices chase missing documents, evaluate transcripts and answer the same student questions every term. We build AI agents that take the first pass inside your student information system, CRM and document store, and a person on your staff approves every decision that lands on a student record. Student data stays in infrastructure you control.
Jason, our COO, runs the call and scopes the first workflow with you. Weighing several offices at once? Start with the AI readiness assessment.
What the agent can seeOnly the fields this evaluation needs. The rest of the student record stays in your systems.
Illustrative run. Rules, routing and fields are set per workflow during scoping. The agent never awards credit on its own.
Clients include





Start where the volume is high, the rules are written down, and someone on your staff already checks the work before it counts. These six workflows meet all three. See 25 use cases by department
The agent reads each submitted application, checks transcripts, scores and recommendations against that program's checklist, and reminds the applicant about anything missing. Your readers open files that are complete.
Test it on last cycle's files firstThe agent extracts every course from an incoming transcript, matches it against your articulation table, and routes courses with no rule to the department. An evaluator approves before credit posts.
How your articulation rules become agent rulesThe agent answers questions about deadlines, holds and forms from your current catalog and policies, cites the page it used, and hands anything personal to the right office with the conversation attached.
How a second agent checks every replyThe agent tracks which documents each student still owes, sends the reminders, and assembles the file for a counselor. Your aid office makes every award and every judgment call.
How approval gates workBefore routing, the agent checks a proposal's budget and documents against the sponsor's guidelines and your internal rules, and lists reporting deadlines on active awards for your sponsored programs staff.
How the agent reads sponsor rulesThe agent reads supplier invoices, matches them to purchase orders and receipts, and sends exceptions to the right budget owner, so accounts payable works the mismatches only.
See AI invoice automationfirst-year applications submitted through Common App in the 2025 to 2026 season
Source: Common App, End-of-season report 2025 to 2026: First-year application trends (August 2026).Common App counted the files, and CUPA-HR asked 3,791 higher education employees at 505 institutions about the work. Each figure maps to an agent that takes on part of it.
Every application is a file someone checks for missing pieces. The completeness agent does the checking and the chasing, so your readers start from a full file.
That share rose from 50% in 2023. Agents take the first pass on the queue work, the reminders, the lookups and the matching, and staff keep the decisions.
When a procedure is written into the agent's rules and your context layer, it no longer depends on the one person who knew it.
Student affairs follows at 26%. The AI Audit ranks your candidate workflows by value, effort and risk, so the first build goes to the office with the heaviest queue.
Sources: Common App, End-of-season report 2025 to 2026 (August 20, 2026); CUPA-HR, The 2025 Higher Education Employee Retention Survey (September 2025).
A student passes through six offices between the first question and the census report. The agent takes the first pass at each, and every decision that changes a record, an award or an admission stays with your staff.
Illustrative. Which steps an agent takes, and which thresholds send work to a person, are set per workflow during scoping.
FERPA governs who may see a student's education records. Your registrar and counsel decide how a system fits your FERPA policy, and we build the controls they ask for into the workflow before it goes live, where they can inspect each one.
run 3182 · transfer credit evaluation · 3 sources read · SSN masked · 8 of 11 courses matched · approved by evaluator · posted to degree audit
A model provider receives scoped, masked fields only, under your institution's own agreement with that provider, or is replaced by a model you host.
Permissions follow the roles already set in your SIS. An admissions agent reads application materials and never opens conduct, health or aid records, and identifiers it does not need stay masked.
See the context layerThe student-facing agent answers general questions for anyone. It discusses a student's holds, balance or application status only after the student signs in through your single sign-on, and it hands the rest to staff.
What a service agent resolves without a personWe deploy on self-hosted n8n in your cloud, behind your own sign-on. Every run is logged with the records it read, what it changed and who approved it, so your registrar has a record to review.
Self-hosted n8n with single sign-onThe same team carries your workflow from the first call to the system running in production, and every build is tested in staging before it goes live. See how we work
Eight phases across strategy, operations, data and systems over 4 to 8 weeks, ending in a ranked 90-day roadmap. The fee is credited toward your first build.
One workflow, the systems it touches and what it will take, agreed before you commit. Owen joins the first calls until you are onboarded.
Built against your real data, in your environment, as production software from the first week.
Into production behind your auth, your governance and your monitoring, with your team trained on it.
Watched, fixed and extended in weekly sprints by the engineers who built it.
We build the agent around your catalog and procedures and run it in your environment. If you would rather plan several offices first, the enterprise AI roadmap sequences them.
| What you get | |
|---|---|
| You receive | Working agents inside your SIS, CRM and document systems |
| Where student records live | In your cloud, on infrastructure you control |
| Fit to your rules | Built around your catalog, articulation tables and office procedures |
| Decisions | Made by your staff, approved and logged |
| Timeline | Scoped per workflow and agreed before you sign |
| After launch | The engineers who built it monitor and extend it |
Mostly in the queues behind the student: application completeness checks, transcript and transfer credit evaluation, student questions, financial aid document follow-up, research proposal checks and supplier invoices. In each one, an agent reads the documents and systems a staff member would, assembles the file and drafts the next step, and a person makes the call. Fully automated steps are limited to work with written rules, such as reminding an applicant about a missing transcript.
Through the architecture, which your registrar and counsel can inspect. A context layer gives each agent only the fields its task needs and masks identifiers. The workflow runs on self-hosted n8n in your cloud, behind your own sign-on, with permissions taken from your SIS roles. A student-facing agent discusses a student's own record only after sign-in. Any external model call carries scoped fields under your institution's agreement with the provider, or goes to a model you host, and every run is logged. Whether a deployment fits your FERPA policy is your institution's decision, and we build to the controls you set.
No. In the systems we build, the agent checks the file, gathers what is missing and drafts a summary for the reader or counselor. Admission decisions, aid awards, professional judgment and credit awards stay with your staff, and the agent cannot write any of them to a student record without approval.
We connect through what your systems expose, whether you run Banner, PeopleSoft Campus Solutions, Workday Student or Slate: a vendor API, a database view with read access, scheduled exports, or documents arriving through a portal or email. For an older system, exports into a staging database often work best. Our article on how agents connect to your ERP, CRM and data shows the patterns, and the AI Audit confirms what each of your systems allows before anything is quoted.
It takes the repeat questions about deadlines, forms and holds, at any hour, and hands every personal or unusual case to staff with the conversation attached. A second agent checks each reply against your rules before the student sees it. Your staff keep the conversations that need judgment. See the enterprise AI chatbot and our guide to chatbot use cases beyond FAQ answers.
A single workflow on systems with a clean interface usually takes weeks. One that spans several offices, or needs a context layer built first, takes longer. We scope each workflow and give you the timeline before you commit. If you want proof first, an AI pilot runs 2 to 6 weeks on your own data and costs $35,000 to $75,000, with the fee credited toward the build. Our article on why most pilots stall covers what decides the rest.
With the office queue that has the most volume and the clearest written rules, usually application completeness or transfer credit evaluation. If you already know which, book a discovery call and Jason scopes it with you. If several offices are competing for the first build, the AI Audit ranks them by value, effort and risk over 4 to 8 weeks and ends in a 90-day roadmap. It costs $10,000 to $100,000 depending on scope, and the fee is credited toward your first build. For the institution-wide picture, see enterprise AI strategy.
The engineers who built it, in weekly sprints that you direct, with error alerts going straight to them. If another team built workflows you already run, we take them over after a technical assessment of their quality. See AI managed services. To get your own staff using AI well alongside it, see our AI training on your own workflows.
A campus runs residence halls, a controller's office, an HR office and often a medical center. Each of those has its own page.
Maintenance triage, leasing inquiries and month-end reconciliation, the same work a residence life and housing office runs.
See AI for property managementBilling, denials and reporting under protected-record controls, the closest match for a university with a medical center.
See AI for healthcareTen questions that score your data, systems, workflows, people and governance before you pick a first office.
Take the scorecardAnswer a few questions about your team and what you want automated, then Jason scopes it with you on the call.
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