Training workflow automation software
Coursebricks is training workflow automation software for training providers. Joining instructions, reminders, certificates and payment reminders go out on time without anyone remembering to send them, so your team can rest easy knowing the admin is automated.
Start course admin automatically when someone books or a date nears.
A Coursebricks workflow starts when something happens, at a set time before or after a date, or on a weekly or monthly schedule. New workspaces come with ready-made workflows for confirmations, joining instructions, reminders and certificates, so you don't start from scratch.
- Start on a new booking, a failed payment or a signed agreement
- Run days before a course starts or after an invoice is due
- Run on a weekly or monthly schedule
- Ready-made workflows you can switch on from day one
Handle each case the right way, with if/else rules.
A Coursebricks workflow runs a series of steps, and a condition step splits it into two paths. For example, orders with a balance get a payment reminder and a follow-up task, and paid orders get a receipt.
- Send emails and assign follow-up tasks to your team
- Send agreements and allocate resources
- Update a registration's status, tags or custom fields
- Send data to another system with a POST request
Send joining instructions and reminders in your own words, from your own domain.
Coursebricks workflow emails use your saved email templates, fill in each learner's details and send from your own email domain.
- Write the subject, wording and sender once, then reuse them
- Attach joining letters, invoices and receipts as PDFs
- Attach each learner's certificate or signed agreement
- Every email logged against the learner, order or course
Stop sending certificates one by one.
Coursebricks fills in your Word or PowerPoint certificate template for every learner as a PDF, and the ready-made Certificate email workflow sends it after the course.
- Your own certificate design, made in Word or PowerPoint
- One PDF per learner, or a whole course at once
- Joining letters, attendance sheets, invoices and receipts from your templates
- Every PDF saved and linked to the learner's registration
Get learner and trainer agreements signed online, without chasing.
Coursebricks sends agreements built from your Word document to learners or trainers, by hand or from a workflow. They sign on a secure link, and a team member can counter-sign.
- Agreements sent automatically when a booking is confirmed
- An audit log of who signed, when and from where
- A tamper-evident signed PDF for your records
- Next steps that start as soon as an agreement is signed
Know every reminder and certificate went out.
Coursebricks records every workflow run and the delivery status of every email, so you can check what each learner received.
- Every run listed with the learner or order it ran for
- Failed and skipped runs easy to spot
- See whether each email was delivered or bounced
How to automate course admin in Coursebricks
New workspaces start with ready-made workflows for confirmations, joining instructions, reminders, certificates and payment reminders. To build or change one, every Coursebricks workflow follows the same four steps.
- Step 1
Choose when it runs
Start the workflow when something happens, such as a new booking or a failed payment, at a time relative to a date, such as 3 days before a course starts, or on a weekly or monthly schedule.
- Step 2
Add what it does
Add steps to send an email from your template, create a task, send an agreement or update the registration. Emails can attach the joining letter, the invoice or the certificate.
- Step 3
Add conditions
Branch with a condition step. For example, if the order still has a balance, send a payment reminder; if it doesn't, skip it.
- Step 4
Switch it on
Turn the workflow on and Coursebricks runs it for every course. The run history shows each run as completed, scheduled, skipped or failed.
Training Workflow Automation Software FAQs
Training workflow automation software sends the routine emails, documents and follow-ups around each course for you. Coursebricks workflows send joining instructions, reminders, certificates and agreements, create tasks and keep a record of every run.
What is training workflow automation software?
Training workflow automation software sends the routine emails, documents and follow-ups around each course so nobody has to remember them. Coursebricks is training workflow automation software for training providers. Coursebricks workflows send joining instructions, reminders, certificates, payment reminders and agreements, and create tasks for your team, based on bookings, payments and course dates.
How is training workflow automation software different from a general email automation tool?
Training workflow automation software runs on your training data. Coursebricks workflows start from course dates, bookings, payments, attendance and agreements, and attach each learner's certificate, invoice or signed agreement. A general email automation tool only knows a contact list, so the course data has to be copied in from another system.
What can trigger a workflow in Coursebricks?
Something happening, a date, or a schedule. A Coursebricks workflow can start on a new booking, a failed instalment payment, a signed agreement or submitted feedback. A workflow can also run a set time before or after a date, such as 3 days before a course starts, or every week or month.
Can a workflow do different things for different learners?
Yes. A Coursebricks workflow can include a condition step that splits it into two paths, using the same filters as your tables. For example, orders with a balance get a payment reminder and paid orders get a receipt. Each path can send emails, create tasks, send agreements or update the registration.
Can automated emails use my own templates and domain?
Yes. Coursebricks workflow emails use your saved email templates, filled in for each learner, and send from your own email domain. Workflow emails can attach joining letters, invoices, receipts, certificates and signed agreements.
Can Coursebricks send certificates automatically after a course?
Yes. Coursebricks fills in your Word or PowerPoint certificate template for every learner as a PDF, and the ready-made Certificate email workflow sends it. Every certificate is saved and linked to the learner's registration, so nobody sends certificates one by one.
Can learners and trainers sign agreements online?
Yes. Coursebricks sends agreements built from your Word document to learners or trainers, by hand or from a workflow. Recipients sign on a secure link and a team member can counter-sign. Coursebricks keeps an audit log of who signed and when, and the signed PDF is tamper-evident.
How do I check that a workflow ran?
Open the workflow's run history in Coursebricks. Every run is listed with the record it ran for and whether it completed, is scheduled, was skipped or failed. Each email's delivery status is also shown on the learner, order and course it belongs to.
How much does Coursebricks workflow automation cost?
Coursebricks costs $139 per month, or $1,500 billed yearly ($125 per month), with every feature included. Workflow automation, certificates, document templates and e-signature agreements are included with scheduling, bookings, payments and the website. The free trial gives 3 months of full access with no credit card.
And much more
Everything else a training provider needs, in one plan.
Coursebricks also runs certificates, invoicing, waitlists, e-signatures, trainer and learner portals, reporting and more. Every feature is included in one plan, with nothing extra to buy.
Spend less time on admin and more time training.
See how Coursebricks fits the way you run courses, or try it free for three months. No credit card needed.