Admissions Office Automation with AI
Let your AI agent handle tedious record updates, billing drafts, and applicant questions—so you can focus on interviews and decisions.
You spend hours each week updating PeopleSoft records, tracking payments in Excel, and answering the same applicant questions over email. As an admissions coordinator or interviewer, manual data entry and billing prep eat into your day, leading to mistakes and burnout. Important records slip through the cracks, and applicants wait too long for answers.
An AI agent that automates record updates, billing prep, and applicant inquiries for admissions teams using Excel, Outlook, and PeopleSoft.
What this replaces
The hidden cost
What this is really costing you
In higher education admissions, coordinators and interviewers juggle updating applicant data in PeopleSoft, preparing billing statements in Excel, and responding to inquiries via Outlook. Each manual step increases the risk of errors and delays, especially during peak seasons. These repetitive tasks take valuable time away from evaluating candidates and managing compliance. Over time, the workload leads to staff frustration and missed deadlines.
Time wasted
2-3 hours/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$6,000-$7,000/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
Ignoring this problem means risking FERPA compliance violations, delayed billing, and frustrated applicants who may choose other institutions. Staff turnover rises as burnout sets in, and audit issues become more likely.
Cost estimates derived from U.S. Bureau of Labor Statistics occupational wage data and O*NET task analysis.
Return on investment
The math speaks for itself
Today — without agent
2.5 hrs/week
of manual work
With your AI agent
25 min/week
agent-handled
You save
$5,400/year
every year, reinvested into growing your business
Estimates based on U.S. Bureau of Labor Statistics median salary data and O*NET task importance ratings from worker surveys. Time savings assume 80% automation of eligible task components.
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
Update Staff Records Instantly
You ask your agent to update a staff member’s contact details across all records.
Draft a Billing Statement
You ask your agent to prepare a billing statement for a recent applicant or patient.
Respond to a Service Inquiry
You ask your agent to draft a response to a customer’s question about their application status.
Log a Payment Received
You ask your agent to record a payment and update the applicant’s account balance.
How to hire your agent
Connect your tools
Link your survey systems, records management, and billing tools used for admissions workflows.
Tell your agent what you need
Example: 'Update John Smith’s staff record with his new email and generate his billing statement.'
Agent gets it done
The agent updates the record, prepares the billing statement, and returns both for your review.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Applicant Record Updates
Pulls new applicant info from Google Forms and syncs it to PeopleSoft records instantly.
Billing Statement Generation
Drafts itemized billing statements using payment data from Banner, ready for review and approval.
Inquiry Response Drafting
Prepares personalized email replies to common applicant questions based on templates in Outlook.
Payment Logging
Records incoming payments from Stripe into Banner and updates applicant balances automatically.
Data Entry Automation
Transfers admissions data between Google Sheets and PeopleSoft, reducing errors from manual entry.
AI Agent FAQ
Yes. The agent integrates with PeopleSoft, Banner, and Google Sheets via API, so you can automate data entry and updates without changing your workflow. Setup takes less than an hour and requires IT approval.
Your AI agent generates draft billing statements using Excel templates and payment data from Banner. You can review and approve each statement before sending, ensuring accuracy and compliance with institutional policies.
All data is encrypted in transit using TLS 1.3 and never stored outside your connected systems. The agent only processes information when you request it, meeting FERPA and institutional privacy standards.
Currently, the agent handles English-language records and communications. Multi-language support for Spanish and French is planned for future releases.
The agent cannot process handwritten forms or handle complex exceptions outside standard workflows. Manual review is still required for special cases, such as international applicant billing.
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Related tasks
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