Workflow Automation for Education

By Toni Buffa | Published September 22, 2023

The education industry is a complex and dynamic field that operates continuously throughout the year. To meet the demands of this industry, customizable and automated processes are necessary to ensure efficiency and effectiveness. Whether it's faculty travel requests, class schedule approvals, or staff and faculty onboarding, automation will significantly improve operations in the education industry.


Accuracy and accountability are crucial in the education industry. It's worth noting that there are more than 11,000 public and private schools in the United States alone. Each of these districts handles a significant amount of paperwork and must comply with various regulations while striving to remain efficient and productive.

Educational institutions and organizations need a cost-effective solution for creating and reusing customized content, which is what workflow automation provides. Paper and manual processes disappear when automating the workflow around hiring, grant proposals, vendor management, capital expenditure, and expense requests, leaving a more efficient and productive organization in its place.

Let's discuss how automating workflows can centralize and streamline education processes, resulting in a better experience for students and faculty across districts.

Benefits of Workflow Automation

While there are usually human elements to any process, for instance, reviewing a document and providing approval, any workflow can be automated. When automating workflows, especially those that are manual heavy processes, significant improvements will be made in:

  • Efficiency
  • Productivity
  • Accuracy
  • Audibility
  • Accountability
  • Job Satisfaction

Along with these significant improvements, workflow automation provides several benefits for your staff, such as:

  • Better workload management
  • Improved communication
  • Improved visibility
  • Improved employee satisfaction

Improve the Student Experience

Along with the benefits for your staff, automation will also significantly improve the student experience. With workflow automation, you can streamline workflow in critical, student-facing departments like Financial Aid, Admissions, Registration, and Academic Records.

By providing your employees with powerful tools such as automated processes and students with a one-stop shop portal for all of their requests, schools can ensure that students get what they need and the workload on administration staff is reduced, creating a better experience for all.

Some examples of processes that can be automated are:

  • Grant proposal processes
  • Payment/Financial disbursement requests
  • Faculty travel requests
  • Transcript requests
  • Class schedule approvals
  • Student Registration
  • Financial aid requests
  • Budget request approvals
  • Staff and faculty onboarding
  • Recruiting authorizations
  • Vendor approvals

And others! Remember, any process can be automated.

Case Study OUS

The Oakland Unified School District serves over 46,000 students and initially needed a workflow automation solution to automate the contract initiation and vendor approval processes. Integrating Integrify into their operations has led to significant improvements throughout their organization.

Watch here as Max Robinson III from Oakland Unified School District discusses how Integrify helped their paper process become automated. A process that took up to 3 months before now only takes two days.

Workflow for Education

As you can see, there are many benefits to implementing automation in the education industry. Whether it's a large university or a local school district, accuracy and accountability are critical when managing workflows. Using enterprise workflow software, your business can save time and reduce errors with automation. Request a personalized demo and see how our software can help your organization become more efficient.


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Toni Buffa

Toni is a member of the Integrify marketing team and writes for the Integrify blog. Toni lives in Colorado and loves animals of all stripes.