Workflow guide · Education and training

Education and training
AI and automation with human control.

Where should automation for education and training start?

Start with a specific workflow: from enquiry to supported learning. AI can help organise information and prepare tasks; a person should review exceptions and approve business decisions.

Organise schedules, enrolment, materials and student questions. Assistants can locate approved content and prepare reminders; assessment and teaching adaptations remain under educator control.

Scope of the first pilot
AreaProposal to assess
Initial workflowFrom enquiry to supported learning
Human reviewValidate content, assessment, safeguarding of minors and learning decisions.
What to measureRepeated questions, incomplete enrolments and course coordination time.
Condition for proceedingCheck permissions, data quality and pilot outcomes before expanding the workflow.

Choose your activity

From enquiry to supported learning

What to prepare before connecting tools

  • Real request examples, removing personal data that is not necessary.
  • A list of tools, fields and statuses you currently use.
  • Approved information for the workflow: from enquiry to supported learning.
  • A person responsible for approving exceptions and a procedure for returning to manual work.

What should remain under your control

Validate content, assessment, safeguarding of minors and learning decisions.

Set minimum permissions, review drafts before sending and stop the workflow when information is incomplete or no answer has been confirmed.

How to assess whether it adds value

Repeated questions, incomplete enrolments and course coordination time.

Record these measures during a week of manual work and compare them with a pilot of the same scope. Include reviews and corrections in total time: fewer steps are not enough if error correction creates more work.

Guides to explore the workflow

View all guides →

Questions before you start

Can every part of education and training be automated?

We do not assume so. This guide proposes assessing specific administrative tasks. Service delivery, physical work and professional decisions may require people and specific obligations.

Which tools do I need?

It depends on your existing tools and their integration permissions. Start with your calendar, documents or management system and validate which information can be read and written. We do not assume an integration works before checking it.

How do I request access information?

Join the waitlist or email jm@unapersona.es with your activity, the workflow you want to improve and the tools you use.

Illustrative organisation and automation proposals. Feasibility, qualifications, permissions and obligations for each activity must be checked before implementing a workflow.

Tell us about your workflow