Agentic AI · Shipped Q4 2025
Academy Enrollment Intelligence
Small business intelligent automation add-on for Royal Wealth Heritage — classifies enrollment submissions, flags incomplete applications, drafts personalized follow-ups, and routes everything to staff for review before send.
royalwealthheritage.com ↗ · Full site case study →
Problem
Academy inquiries arrived as unstructured form data and PDF attachments. Staff manually triaged submissions, chased missing fields, and wrote follow-up emails by hand — slowing response time and losing context between threads.
Solution
- Tool-calling agent classifies each submission: complete, incomplete, or needs clarification
- Flags missing enrollment fields with specific next-step prompts for staff
- Drafts personalized follow-up emails in the academy's voice for human review
- Logs every inquiry to Google Sheets for reporting and audit trail
- Sends approved replies via Gmail API — no unsupervised outbound mail
Results
Enrollment moved from PDF email threads to guided wizard plus intelligent follow-up. Helena's team replies faster with full context on every inquiry. Triage time dropped an estimated 85%; every submission is logged and routed — zero lost attachments.
Technology
Screenshots
"Enrollment moved from PDF email threads to a guided wizard plus intelligent follow-up — my team replies faster with full context on every inquiry."
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