Keep referring dentists in the loop.
Referral updates get buried between systems.
Est. deploy 4–6 weeksSee the walkthrough
Client Communication · Education
Give families one reviewed weekly digest.
Important school messages arrive in separate threads.
For: School communications leads and the team responsible for client communication in education.
01 · The outcome
What good looks like.
The team has a staff-approved family digest, with source evidence and an explicit approval before any external action. Track corrections required after digest delivery against a baseline; do not assume automation improves it.
A connected workflow that uses approved announcements, audience permissions, dates, and language preferences to combine relevant items without exposing individual student information. It produces a staff-approved family digest.
Where AI helps, and where a person decides.
AI can combine relevant items without exposing individual student information. It drafts and organizes; it does not authorize spending, commitments, clinical decisions or customer communication. The school communications lead verifies the source facts and approves the final action.
School communications lead is accountable. People approve customer-facing, sensitive, financial, and legally binding actions.
- School communications lead: Capture the source and scope
- School communications lead: Review the proposed outcome
- School communications lead: Release only the approved version
- School communications lead: 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: Staff submit approved weekly announcements. Connect only approved announcements, audience permissions, dates, and language preferences. The school communications lead confirms the request is authorized and in scope.
Ready when: The source reference, permissions and accountable owner are recorded.
Use the authorized records to combine relevant items without exposing individual student information. 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 staff-approved family digest against the original records and current policy. Correct errors and escalate exceptions to the qualified specialist; do not auto-approve.
Ready when: School communications lead has recorded approval or a reason to hold the item.
After explicit approval, save a staff-approved family digest 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 corrections required after digest delivery 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-parent-digest
ILLUSTRATIVE RECORD / NOT LIVE CUSTOMER DATA
- Example
- Illustrative only — not a real client record
- Reference
- EDUCATION-PARENT-DIGEST-DEMO-001
- Trigger
- Staff submit approved weekly announcements.
- Owner
- School communications lead
- Prepared output
- a staff-approved family digest
- Review status
- Awaiting human approval — no external action taken
- Missing information
- Owner to verify source completeness
- Measure
- Corrections required after digest delivery
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 school communications lead time five examples of this work. Use redacted copies of approved announcements, audience permissions, dates, and language preferences to make a staff-approved family digest manually, then list which fields required judgment.
What to measure.
- Corrections required after digest delivery
- 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
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