3 Workflow Challenges Every School Faces—and How to Solve Them with Automation

IT Use Cases

From onboarding new students to managing devices and collecting feedback — schools have multiple workflows to manage. Learn how to face the most common challenges and make them go away using automation.

Table of Contents

Schools are constantly juggling a variety of workflows, from onboarding new students to managing devices , collecting students feedback, getting field trip approvals, assigning substitution teachers, ensuring data security — on and on it goes. These processes, while essential, are often time-consuming and prone to human error — especially for schools with limited IT resources. But there’s a solution: automation.

In this post, we’ll explore three of the most common workflow challenges schools face and show you how automation can simplify and streamline these processes, saving time and reducing stress for staff and educators.

Challenge 1: Inefficient Student and Staff Onboarding/Offboarding

  • The Problem

    Onboarding new students and staff often involves multiple steps, such as creating Google Workspace accounts (if a school is using Google Workspace as their productivity environment), assigning permissions, adding to the groups, communication with the newcomers via email (welcome emails, etc.) and distributing resources. Offboarding is equally complex, requiring prompt deactivation of accounts to prevent security risks.

  • The Impact

    Manual processes lead to delays, errors, and overlooked tasks, increasing the risk of unauthorized access to sensitive data.

  • The Solution

    Automation platforms like Zenphi streamline onboarding and offboarding by automating key tasks:

  • The Result

    Onboarding and offboarding of students are completed in minutes, freeing up IT teams and ensuring no steps are missed.

The #1 Google workspace automation Tool for Schools

Zenphi has helped multiple schools with education workflow automation . Contact our team to learn about our special offers for educational institutions and set up a call with your peers who’re eager to share their experience with Zenphi.

Challenge 2: Managing Shared Devices Like Chromebooks

  • The Problem

    Schools often rely on shared devices, like Chromebooks, which require strict management to prevent misuse and ensure security. Manually locking and unlocking devices, setting permissions, or tracking usage can be overwhelming for IT teams.

  • The Impact

    Delays in device setup or security risks due to inconsistent policies can disrupt learning and strain already tight budgets. Funds that could be used for educational resources are instead spent replacing devices that were mishandled or misused.

  • The Solution

    Automate device management with workflows that:

  • The Result

    IT teams spend less time on routine tasks, students have reliable access to devices, and schools save money by minimizing misuse and loss

Challenge 3: Communication Bottlenecks

  • The Problem

    Keeping parents, teachers, and substitute staff informed is critical, but managing communication manually can be chaotic and time-consuming. Missed updates or delays in notifying substitutes can lead to confusion and inefficiencies.

  • The Impact

    Important messages can fall through the cracks, leading to frustrated parents, unprepared substitute teachers, and poor coordination.

  • The Solution

    Use automation to streamline communication:

  • The Result

    Clear, timely communication improves engagement and reduces the workload for administrative staff.

Free First Workflow automation for schools

Zenphi has already helped to build thousands of workflow automations for schools , implementing best practices globally. Contact our support team to get a guided setup for a workflow of your choice for free!

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About The Author
Picture of Fernanda López Guerra, CS @Zenphi
Fernanda López Guerra, CS @Zenphi

Fernanda is an experienced Customer Success manager with over 9 years in Tech and B2B Saas. She has automated multiple operations for Zenphi customers in Education, Retail, Tech and other verticals.