CLIENT PROBLEM / BUSINESS CHALLENGE

The academy needed a reliable way to capture each student's school or organisation and connect that information to course activity. Managers needed to be notified when students started or completed their courses, while the academy also needed an organized way to monitor student progress across multiple courses.

Managing these updates manually would become increasingly difficult as the number of students, managers, and courses increased.

WHAT I DID

I structured a Thinkific automation workflow around the existing custom field and course activity.

The setup included:

• Configuring the custom field for the student's school or organisation • Connecting course activity with automated workflows • Setting up notifications for course starts and completions • Passing the student's organisation information into manager notifications • Connecting course activity with Google Sheets • Organizing student records by course and progress status • Supporting multiple managers across the course workflows • Creating a workflow that can be expanded as additional courses are introduced • Checking that the different parts of the workflow work together correctly

The workflow was designed to reduce manual monitoring while giving managers clearer visibility into which students had started or completed their training.

RESULT / OUTCOME

The completed setup provides a structured process for capturing student information, triggering manager notifications, and maintaining a centralized record of course activity.

The workflow gives the academy a more practical way to monitor student progress across its courses while reducing the need for manual status checks.