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futureagent

Education and trainingAutomation

Trainee joining instructions

A week before every training session, the agent sends each trainee their joining instructions (dates, times, location or link), the program, the prerequisites and the placement questionnaire, then follows up with those who haven't answered.

Use this template

€9 per month, estimatedPrice confirmed before launch

Or launch it from WhatsApp

What the agent does

Weekdays at 9 am

  1. 1Spot. Sessions in 7 days.
  2. 2Notify. Joining instructions and program.
  3. 3Assess. Questionnaire before the session.

Sample deliverable

“Advanced Excel” session on December 4: 9 trainees notified
7 placement answers received: average level 2.8 out of 5, two beginners on pivot tables.

  • PDF: Joining instructions
  • Message: Placement answers

Connectors

  • Google SheetsGoogle Sheets: read sessions and trainees
  • GmailGmail: send the joining instructions
  • TypeformTypeform: collect placement answers

Already set up for you

Sending
7 days before, follow-up 3 days before

What you'll be asked

  • Which spreadsheet tracks your sessions?

Who it's for

About 22 runs a month, standard business logic and 6 actions per run (generated files, emails sent): Essential tier.

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