Workflow Automation

Save more time with automation.

Simple Automation

Get started automating and save time immediately.

  • Reach multiple contacts simultaneously by sending automatic email and SMS templates that you have complete control over
  • Manage quality improvement through the automation of post-course surveys
  • Create set automation schedules for recurring tasks and improve efficiency
  • Enhance your CRM capabilities by creating workflow tasks to reach your prospects and clients
  • Setup automated tasks to run any saved report on a scheduled basis (e.g. once a month) and send the output to relevant users such as managers, trainers, or compliance staff.
aXcelerate Integration

Complex Automation

Create multi-step workflows that suit your specific business

  • Refine workflow automation by adding particular conditions (business rules) to automation tasks
  • Maximise productivity by creating and setting numerous workflows at once
  • Have the flexibility of completing workflows in a step-by-step process or by using conditional-step logic
  • Turbocharge your business productivity with the power of workflow automation
aXcelerate Automation

Report-output Task Automation

Create a range of custom reports to save and use in workflows

  • Setup automated tasks to run any saved report on a scheduled basis (e.g. once a month) and send the output to relevant users such as managers, trainers, or compliance staff.
  • Choose a saved report to trigger action(s) based on the report output: For example, create a workflow to run a saved custom report once a week of students who enrolled in the Certificate IV in Business without a verified USI. Automatically email all of these students requesting they provide their USI.
  • Get aXcelerate to run your AVETMISS validation report automatically once a week and send you a copy – straight to your inbox.
aXcelerate Enrolments Vector

Customer Testimonials

"If you are not using aXcelerate’s Workflow Automation feature, you are missing out on some real efficiencies for your business.  We first started using workflow automations back in 2016 with one purpose in mind.  Now we literally have dozens and dozens of workflow reports being sent to inboxes of all levels of training staff, administration, co-ordinators and senior management.

The possibilities are endless. If there is anything you need to track, or regular task that you do, create a workflow and the work is done for you, all delivered to your inbox when or how often you choose. Great thing is workflows are easy to edit too if you want to change them in any way.

You can also build workflows to assist with AVETMISS reporting.  Can be as simple as getting a report showing a learner has started but ‘Do not report to AVETMISS’ is still ticked.  (You’ll never miss that reporting deadline again.)

They can track learner progress:  For example we have workflows sent to a trainer which indicates which learners should have completed a unit but are still CA.  Boom!  Here’s all your learners with outstanding units!   How easy is that for a trainer?  Coordinators also receive the same report for all their trainers keeping them well informed.

Our Auditor was super impressed; Workflows from a compliance control perspective gets a big tick!

In a nutshell, workflow automation allows us to monitor and report on many areas of the business, AVETMISS reporting, compliance and learner progress. Workflows have become imperative part of how we operate.  Front of mind now is “how can a workflow make this easier or more efficient?”

They may appear complex at first but I am now able to jump on and create them with ease.

As an organisation with multiple locations across states we are massive users and fans of workflow automation and encourage other clients to speak to aXcelerate about how workflows can assist them.”

Marita - Albury Wodonga Community College
“We use workflows to communicate via email and SMS to our students details about their workshops, deadlines and requesting course feedback. We also use workflows in the same way to communicate to our trainers plus reminders of key tasks or reports for our administrators.
Workflows minimises administration tasks/time allowing us to concentrate on the most important thing – supporting our students. If we can automate a task, we use workflows in aXcelerate.”

Renee - Breathe Education
“Automation is a key component of our RTO. Automation allows us to spend less time clicking buttons and more time interacting with our students. We’re a massive supporter of automation and are always looking for opportunities to expand our usage.”

Calvin - Strategix

Simplify your admin processes. Become and Automation Allstar!