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Post-treatment patients miss routine follow-up.
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Customer Retention · Education
Prepare attendance follow-ups for staff review.
Absence patterns are noticed after outreach is overdue.
For: Student support coordinators and the team responsible for customer retention in education.
01 · The outcome
What good looks like.
The team has a counselor-reviewed outreach task, with source evidence and an explicit approval before any external action. Track attendance concerns receiving timely human follow-up against a baseline; do not assume automation improves it.
A connected workflow that uses verified attendance record, guardian permissions, and approved outreach protocol to prepare a factual attendance summary without inferring family circumstances. It produces a counselor-reviewed outreach task.
Where AI helps, and where a person decides.
AI can prepare a factual attendance summary without inferring family circumstances. It drafts and organizes; it does not authorize spending, commitments, clinical decisions or customer communication. The student support coordinator verifies the source facts and approves the final action.
Student support coordinator is accountable. People approve customer-facing, sensitive, financial, and legally binding actions.
- Student support coordinator: Capture the source and scope
- Student support coordinator: Review the proposed outcome
- Student support coordinator: Release only the approved version
- Student support coordinator: Check the result and exceptions
A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
02 · The handoffs
How the work moves.
Every handoff has an owner. Select a step to open or close its detail.
Start when: A staff-defined attendance threshold is reached. Connect only verified attendance record, guardian permissions, and approved outreach protocol. The student support coordinator confirms the request is authorized and in scope.
Ready when: The source reference, permissions and accountable owner are recorded.
Use the authorized records to prepare a factual attendance summary without inferring family circumstances. Preserve the original language alongside the draft and label uncertain fields.
Ready when: Each proposed fact links back to a source, and missing information is visible.
Check a counselor-reviewed outreach task against the original records and current policy. Correct errors and escalate exceptions to the qualified specialist; do not auto-approve.
Ready when: Student support coordinator has recorded approval or a reason to hold the item.
After explicit approval, save a counselor-reviewed outreach task in the system of record. Send only approved messages to verified recipients. Record the version and prevent duplicate delivery.
Ready when: The approved record is saved; any delivery is confirmed or placed in the retry queue.
Review attendance concerns receiving timely human follow-up each week, sample completed records for quality, and resolve held items. Change the rules only after reviewing actual errors and staff feedback.
Ready when: Exceptions have owners, the metric has a baseline, and corrective actions are assigned.
Sample record.
$ david run --workflow=education-attendance-followup
ILLUSTRATIVE RECORD / NOT LIVE CUSTOMER DATA
- Example
- Illustrative only — not a real client record
- Reference
- EDUCATION-ATTENDANCE-FOL-DEMO-001
- Trigger
- A staff-defined attendance threshold is reached.
- Owner
- Student support coordinator
- Prepared output
- a counselor-reviewed outreach task
- Review status
- Awaiting human approval — no external action taken
- Missing information
- Owner to verify source completeness
- Measure
- Attendance concerns receiving timely human follow-up
Start with your tools.
Connect Student information system, Google Workspace, Admissions CRM through approved APIs or controlled exports. Map record identifiers first; test permissions and field updates in a sandbox. Vendor names describe possible connections, not a guarantee of an available integration or license.
When things go wrong.
- A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
- Use only authorized sources and role-based access. Keep an audit trail of source records, drafts, approvals and delivery status; deduplicate retries.
- If an integration fails, a source is missing or confidence is low, pause the action and assign the original request to the accountable owner.
- Follow applicable student-record privacy rules, including FERPA where relevant. Verify guardian authority, minimize student data, and leave eligibility and safeguarding decisions to qualified staff.
Try this week / no DAVID required
A useful first step.
This week, have your student support coordinator time five examples of this work. Use redacted copies of verified attendance record, guardian permissions, and approved outreach protocol to make a counselor-reviewed outreach task manually, then list which fields required judgment.
What to measure.
- Attendance concerns receiving timely human follow-up
- Minutes of human handling per completed item
- Drafts needing substantive correction
- Exceptions unresolved beyond the agreed review window
Estimate your time back.
20.8
$11,232
03 · More workflows to consider
Related workflows.
Reactivate overdue hygiene appointments.
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Prepare preventive outreach for care-team review.
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