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Course Student Onboarding · Education & Training

Welcome every new student and check in after their first week

New Teachable students get a personal welcome with their first steps, and seven days later a check-in matched to their real progress.

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.

  • Starts from an event in a connected app
  • 2 AI steps
  • 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 enroll, get Teachable's generic email and never open lesson one.”
  • “We can't tell who's stuck without opening every student's progress page.”
  • “Personal welcome emails stop the first busy week after a launch.”

What you get with the agent

  • A personal welcome from your course details: what to do first, the first lesson, time needed and where to get help.
  • Each new student added to your Students sheet.
  • Seven days later, their progress read from Teachable and a check-in that fits: start, keep going, or nothing if done.
  • Review off by default, or approve every email when you switch it on.

Before

Forty people enroll after a launch. A month later most haven't started, and you only find out from a refund request.

After

Each student gets a welcome that points to the first module. A week later those still at zero get a friendly nudge to start, and those under way get encouragement.

How it works

The whole workflow, step by step.

When a student enrolls in the Teachable course you pick, the agent looks them up in Teachable and AI writes a personal welcome from your course details: what to do first, the first lesson, how long it takes and where to get help. The welcome is sent (review is off by default; switch it on to approve every email) and the student is added to your Students sheet in Google Sheets. Seven days later it reads their progress from Teachable and sends a check-in that fits: how to start if they haven't, encouragement if they have, nothing if they've finished or left. It doesn't enroll or message students inside Teachable. Teachable's API needs the Growth plan or higher.

  1. TriggerNew Teachable enrollment
  2. App callLook up the student
  3. AI stepWrite the welcome
  4. LogicCheck the welcome
  5. LogicSend the welcome?
    • Not sent:Add them to your Students sheet
    • No review:Email the welcome
    • Review first:Approve the welcome
  6. Human approvalApprove the welcome
    • Approved:Email the welcome
  7. OutputEmail the welcome
  8. App callAdd them to your Students sheet
  9. LogicWait 7 days
  10. App callRead their progress
  11. AI stepWrite the week-one check-in
  12. LogicCheck the check-in
  13. LogicSend the check-in?
    • No check-in:No check-in
    • No review:Email the check-in
    • Review first:Approve the check-in
  14. OutputNo check-in
  15. Human approvalApprove the check-in
    • Approved:Email the check-in
  16. OutputEmail the check-in
  17. OutputOnboarding done

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

  1. Step 1New Teachable enrollmentStarts a run when a student enrolls in the course you pick (Teachable is checked every few minutes).
  2. Step 2Look up the studentReads the student's name, email and courses from Teachable.
  3. Step 3Write the welcomeAI writes a short personal welcome: what to do first, the first lesson, how long it takes and where to get help, from your course details.
  4. Step 4Check the welcomeIn code: one valid student email, a subject and body with no placeholders.
  5. Step 5Send the welcome?Incomplete: not sent (the student is still logged and checked on in a week). With review off (the default) it's sent at once; with review on, after your approval.
  6. Step 6Approve the welcomeThe welcome waits in Reviews: edit and approve to send it. Reject to send nothing.
  7. Step 7Email the welcomeSends the welcome to the student from your workspace's sender, with replies to your inbox.
  8. Step 8Add them to your Students sheetAdds a row to your Students tab (Enrolled | Name | Email | UserID | CourseID | Course | Upsell sent); Course Completion Upsell reads the same tab.
  9. Step 9Wait 7 daysGives the student a week. Change the number of days on this step (up to 30).
  10. Step 10Read their progressReads the student's courses again from Teachable, with percent complete and completion date.
  11. Step 11Write the week-one check-inAI reads this course's progress from Teachable and writes a check-in that fits: not started yet → how to start; under way → keep going; finished → no check-in.
  12. Step 12Check the check-inIn code: marked to send, one valid student email, a subject and body with no placeholders.
  13. Step 13Send the check-in?Not needed or incomplete: nothing is sent. Otherwise sent at once, or after your approval when review is on.
  14. Step 14No check-inFinished, unenrolled or incomplete: nothing was sent.
  15. Step 15Approve the check-inThe check-in waits in Reviews: edit and approve to send it. Reject to send nothing.
  16. Step 16Email the check-inSends the check-in to the student, with replies to your inbox.
  17. Step 17Onboarding doneThe run history keeps both emails.

Example run

What goes in, and what comes out.

Example with fictional data

Comes in

Ada enrolls in Wheel Throwing Basics on Teachable.

The agent produces

Ada gets a welcome pointing to Module 1, Centering, and the community link. Seven days later Teachable shows 0% complete, so she gets a short nudge to start with that lesson.

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).

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 Teachable. Connect Teachable with a school API key (Settings → Integrations → Teachable). The API needs the Growth plan or higher.
  3. Connect Google Sheets. Connect the Google account that can open your Students sheet.
  4. Pick the course. Open the trigger and pick your school and course, then pick the same school on “Look up the student” and “Read their progress”.
  5. Describe the course. Open “Write the welcome” and replace the placeholder, then enter the Reply-to on both email steps.
  6. Pick the Students sheet. Open “Add them to your Students sheet” and pick the account, spreadsheet and tab (Enrolled | Name | Email | UserID | CourseID | Course | Upsell sent).
  7. Test it with Dry Run. Press Dry Run: the agent runs on sample data with no messages sent and nothing written to your apps.
  8. Switch the trigger on. Open the trigger and press “Activate app trigger”. New enrollments are picked up every few minutes.

Is it a fit?

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

Built for

  • Course creators selling on Teachable
  • Coaches running cohort or self-paced programs
  • Small online schools without a student success team

What it doesn't do

  • It doesn't enroll, unenroll or message students inside Teachable.
  • One course per setup; it sends one check-in, after 7 days (change the Wait step).
  • Waits need Wait steps (migration 0062) in your workspace.

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 Student Onboarding.

Which Teachable plan do I need?

Teachable's API is available from its Growth plan. You connect it with a school API key.

Can I approve the emails first?

Yes: switch review on in your course details and every welcome and check-in waits for you. It's off by default because these are one-to-one emails to your students.

How long does setup take?

About 15 minutes: connect Teachable and Google Sheets, pick the course, describe the first steps and make a Students tab.

Is it worth it?

It's a one-time purchase that never renews, and students who start in week one are the ones who finish. Live runs need a paid plan; Dry Run is free.

Can I approve every email?

Yes: write “REVIEW EVERY EMAIL: yes” in your course details. It's off by default because these are one-to-one emails to your own students.

Several courses?

Each setup follows one course. Set up a copy per course; they can share the same Students tab.

Is this a subscription?

No. Course Student Onboarding 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 Student Onboarding to work.

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

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