Workflows
Ten counsellors, three branches — and everyone runs a student their own way. Techuni Workflows turn your process into rules the system enforces automatically: same steps, every counsellor, every branch.
Book a 15-minute demoWatch: workflows in 60 seconds
Built only for international-education agencies — recruiting to the UK, Australia, Canada, the USA and Europe.
Every counsellor runs students slightly differently — and each variation is a place where steps get skipped, leads pile up and quality slips.
A document nobody requested — discovered weeks later, when the deadline is already gone.
New leads pile on one counsellor while others sit light — and follow-up speed suffers for everyone.
Quality depends on which branch — and which counsellor — happens to pick up the file.
01 · Rules builder
Trigger → condition → action. Build a workflow once — when this happens, if these conditions match, do these things — and it runs forever, on every student, without anyone remembering to follow it.
02 · Assignment
New leads are assigned to the right counsellor — by branch, destination or source — the moment they arrive. No forgotten queues sitting unread over the weekend, no lead left unclaimed.
03 · Next steps
When an application changes stage, the workflow creates the task, sends the notification, sets the reminder — for exactly the right person. Nothing waits for someone to remember it.
04 · Consistency
Every student follows the identical path — the same steps, in the same order, with the same checks — so quality stops depending on who picked up the file, or in which office.
Bring your messiest process to the call — we'll build it as a workflow in front of you.
Book a 15-minute demo Prefer WhatsApp? Message us →Events in the CRM — like a new lead being created or an application changing stage. The workflow watches for the event and fires the moment it happens.
Assign staff, create tasks and reminders, and send notifications — so the right person always knows what to do next, without anyone chasing them.
Yes — conditions route by branch, destination, source and more. One workflow can behave differently per branch, or each branch can have its own.
No — workflows run in the background. Counsellors just see their next task appear; they never touch the rules themselves.
Any time. Edit the rule and the change applies to everything from then on — no developer, no downtime.
A 15-minute walkthrough of Workflows on a real agency caseload. No slide deck, no hard sell.
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