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Course Completion Upsell · Education & Training

Congratulate students who finish, and offer the next course

Every day the agent finds students who just completed a Teachable course and drafts a congratulations with your next-course offer for your approval.

Available now $69 one-time · never renewsIncluded in Enterprise
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Free account to start. Buying and running live need a paid plan.

  • Runs on a schedule
  • 1 AI step
  • A person approves before it acts
  • About 15 min to set up

Sound familiar?

The job, before and after this agent.

What it feels like today

  • “Students finish a course and we don't hear about it until they've moved on.”
  • “Our best time to offer the next course is the day they finish, and we always miss it.”
  • “Checking completions in Teachable by hand is tedious, so we don't.”

What you get with the agent

  • Recent students in your Students sheet are checked with Teachable once a day.
  • Courses completed today or yesterday are found in code.
  • A warm congratulations with the next course from your offers list, and a discount code only if you give one.
  • The day's offers wait for one approval, are emailed, and each student is recorded so they're offered once.

Before

A student finishes your basics course on Tuesday. Three weeks later she signs up for someone else's advanced class.

After

Wednesday morning a congratulations with your Glazing & Firing link and your code is in Reviews. You approve the day's batch in a minute.

How it works

The whole workflow, step by step.

Teachable's API has no “course completed” event, so every morning the agent reads the recent students in your Students sheet (enrolled in the last 180 days, no offer yet) and checks each one's courses with Teachable, finding in code the courses completed today or yesterday. AI writes a short congratulations with the next course from your offers list, and a discount code only if you give one. The day's offers wait for one approval (quiet days need none); each is then checked in code, emailed and recorded in the sheet so a student is offered once, and you get a summary. It doesn't issue certificates or create coupons; up to 50 students are checked per run.

  1. TriggerEvery day at 10:00
  2. App callRead your Students sheet
  3. LogicPick students to check
  4. LogicEach student
  5. App callRead their courses
  6. LogicFinished recently?
  7. AI stepWrite the congratulations and offers
  8. LogicAnyone finished?
  9. LogicOffers to approve?
    • No one finished:No one finished
    • Offers:Approve the offers
  10. OutputNo one finished
  11. Human approvalApprove the offers
    • Approved:Each approved offer
  12. LogicEach approved offer
  13. LogicCheck before sending
  14. LogicSend it?
    • Passes:Already offered?
    • Held:Held
  15. OutputHeld
  16. LogicAlready offered?
  17. LogicNew?
    • Already offered:Already offered
    • New:Email the offer
  18. OutputAlready offered
  19. OutputEmail the offer
  20. App callRecord it in the sheet
  21. LogicRemember the offer
  22. LogicCount what happened
  23. OutputEmail your summary
  24. OutputDone

This is the workflow that opens in your workspace when you set the agent up. Every step can be edited.

  1. Step 1Every day at 10:00Runs every morning. Set your time zone on the trigger: completion dates are judged in that zone.
  2. Step 2Read your Students sheetReads your Students tab (Enrolled | Name | Email | UserID | CourseID | Course | Upsell sent), e.g. the one Course Student Onboarding fills.
  3. Step 3Pick students to checkIn code, not AI: students who enrolled in the last 180 days and haven't been sent an offer (blank Upsell sent cell). Change the 180 days here (within.min).
  4. Step 4Each studentChecks each student's courses in Teachable (up to 50 per run).
  5. Step 5Read their coursesReads the student's courses from Teachable, with each course's completion date.
  6. Step 6Finished recently?In code: the courses this student completed today or yesterday (your time zone).
  7. Step 7Write the congratulations and offersAI writes a short congratulations and the next-course offer from your offers list for each student who just finished a course.
  8. Step 8Anyone finished?In code: is there at least one offer to approve? Quiet days end here with no review.
  9. Step 9Offers to approve?No one finished: nothing to approve today.
  10. Step 10No one finishedNo completions today: nothing to send.
  11. Step 11Approve the offersToday's congratulations and offers wait in Reviews together: edit any, set send to false on any that shouldn't go, and approve.
  12. Step 12Each approved offerChecks, sends and records every approved offer.
  13. Step 13Check before sendingIn code: still marked to send, one valid email, a link and no placeholders.
  14. Step 14Send it?Passes: emailed and recorded in the sheet. Otherwise held.
  15. Step 15HeldSet to not send, no valid email or no link; listed in the summary.
  16. Step 16Already offered?Remembers every student who was sent an offer (kept a year), so an older batch approved late never emails them twice.
  17. Step 17New?Already offered: skipped.
  18. Step 18Already offeredThis student was already sent an offer; nothing was sent.
  19. Step 19Email the offerSends the congratulations and offer, with replies to your inbox.
  20. Step 20Record it in the sheetWrites today's date into the student's Upsell sent cell, so they're offered once.
  21. Step 21Remember the offerMarks this student as offered for a year.
  22. Step 22Count what happenedIn code, not AI: offers sent, held or already sent, with the reason.
  23. Step 23Email your summaryEmails you today's sent and held offers, counted in code.
  24. Step 24DoneThe run history keeps every offer and the summary.

Example run

What goes in, and what comes out.

Example with fictional data

Comes in

Students sheet with 30 recent students; Teachable shows Ada completed Wheel Throwing Basics yesterday.

The agent produces

One offer is drafted: congratulations to Ada on finishing, the Glazing & Firing link and your code with its terms. After approval it's emailed and her Upsell sent cell gets today's date.

What you need

Everything it takes to run it.

About 15 minutes from purchase to live. A checklist above the canvas takes you through each step.

Plan

Included in Enterprise; on other paid plans it's $69 once. Agents run live on paid plans, from Basic ($39/mo).

Your AI key

Connect any of 15 AI providers on your own key. Your provider bills usage directly, at cost; we add no markup.

Apps

Checklist

  • A paid plan (agents run live on paid plans).
  • An AI provider key (Settings → AI Providers).
  • Teachable (Growth plan or higher) and Google Sheets, connected in Settings → Integrations.
  • A Students tab (Enrolled | Name | Email | UserID | CourseID | Course | Upsell sent) with each student's Teachable user id.

Setup, about 15 minutes

  1. Connect your AI provider. The AI steps run on your own key (OpenAI, Anthropic, Google and more). Add one in Settings → AI Providers.
  2. Connect Google Sheets. Connect the Google account that can open your Students sheet.
  3. Connect Teachable. Connect Teachable with a school API key (Growth plan or higher).
  4. Pick the Students sheet. Open “Read your Students sheet” and pick the account, spreadsheet and tab, then pick your school on “Read their courses”.
  5. List your offers. Open “Write the congratulations and offers” and replace the placeholder, then enter the Reply-to on “Email the offer”.
  6. Where to record offers. Open “Record it in the sheet”: the same account, spreadsheet and tab, and the Upsell sent column letter.
  7. Your summary. Open “Email your summary” and enter your email and Reply-to.
  8. Test it with Dry Run. Press Dry Run: the agent runs on sample data with no messages sent and nothing written to your apps.
  9. Switch the trigger on. Open the trigger, set your time zone and switch the schedule on. It runs every day at 10:00.

Is it a fit?

Who it's for, and what it won't do.

Built for

  • Course creators with a path of follow-on courses
  • Online schools on Teachable
  • Coaches who sell a next program after a starter course

What it doesn't do

  • It isn't instant: completions are found once a day.
  • It doesn't issue certificates, enroll students or create coupons in Teachable.
  • Up to 50 students checked per run; nothing is sent without your approval.

We list the limits up front so you can decide before you buy.

Price

$69 one-time

Per workspace. It never renews.

Available now
  • Included at no extra cost on Enterprise.
  • Buying and running it live need a paid plan, from Basic ($39/mo).
  • Dry Run costs nothing: simulated AI and app calls, nothing sent.
  • AI usage is billed by your own provider, at cost. No AI credits to buy from us.
Get this agent See how it works

One-time agent purchases aren't covered by the 30-day money-back guarantee. Refund policy

FAQ

Questions about Course Completion Upsell.

How does it know a student finished?

Teachable's API has no completion event, so once a day it reads each recent student's courses and checks the completion date in code.

Will it invent discounts?

No. It uses only the offers and codes you list, with their exact terms, and you approve every email before it's sent.

What do I need?

Teachable from its Growth plan, Google Sheets and a Students tab, which Course Student Onboarding can fill for you.

Is it worth it?

It's a one-time purchase that never renews, and one extra enrollment usually covers it. Live runs need a paid plan; Dry Run is free.

How does it know someone finished?

Teachable's API has no completion event, so once a day it reads each recent student's courses with Teachable's “Get a user” and code checks each course's completion date. A completion is picked up the same day or the next morning.

Which students does it check?

Students in your Students tab who enrolled in the last 180 days and haven't been sent an offer yet, up to 50 per run. Change the 180 days on “Pick students to check”.

Does it issue certificates?

No. Pair it with Completion Certificate Sender if you issue certificates.

Is this a subscription?

No. Course Completion Upsell is a one-time purchase of $69 per workspace and never renews. The Enterprise plan includes it at no extra cost. Running it live needs a paid plan (from Basic ($39/mo)), and your AI provider bills you directly for usage.

Can I test it before it touches real data?

Yes. Once it's set up in your workspace, Dry Run plays every step on sample data with simulated AI and app calls: nothing is sent and nothing in your apps changes. Switch the trigger on only when you're happy.

Put Course Completion Upsell to work.

Free account, no credit card. Your Agents page opens with Course Completion Upsell ready to buy and set up, then Dry Run it before it goes live.

Get this agent See how it works