Automation

How to Setup Automation

Enable workflow automation to auto-send messages, manage enrollments, trigger notifications, and streamline operations

How to Setup Automation

Automate repetitive tasks like sending welcome messages, payment reminders, enrollment confirmations, and more using Course37's workflow automation engine.

What is Automation?

Automation lets you create "if this, then that" rules:

TRIGGER (something happens)
    ↓
CONDITION (optional filter)
    ↓
ACTION (do something automatically)

For example:

  • When a student enrolls → Send welcome SMS
  • When payment is due in 3 days → Send reminder email
  • When exam results are published → Notify all students

Enabling Automation

  1. Go to Automation in the sidebar
  2. Click Enable Automation
  3. You'll see the automation dashboard with:
    • Active Workflows — Currently running automations
    • Templates — Pre-built workflows you can enable
    • Custom — Create your own workflows

📸 Screenshot: Automation dashboard

Pre-Built Templates

Course37 includes ready-to-use automation templates:

TemplateTriggerAction
Welcome MessageStudent enrollsSend welcome SMS/email
Payment ReminderInstallment due in 3 daysSend reminder SMS
Overdue NoticePayment overdueSend overdue notice
Exam NotificationNew exam publishedNotify enrolled students
Result AlertResults publishedSend score summary
Birthday GreetingStudent's birthdaySend birthday wish
Inactive StudentNo activity for 7 daysSend re-engagement message

To use a template:

  1. Click on the template
  2. Review and customize the message/timing
  3. Click Activate

Creating Custom Workflows

For custom automation, see How to Create Custom Automation.

Requirements

FeatureRequires
SMS automationsSMS provider configured
Email automationsSMTP configured
Payment automationsPayment tracking active

Related Articles

automationworkflowsetuptriggersactionsnotifications

Next

How to Create Custom Automation