Productivity Tools

The Advisor Workbench and Faculty Toolkit condense student history into one view, draft meeting notes, create follow-ups, and recommend next-best actions—all powered by the Common Data Model.

Smart Desk Notes & summaries Tasks & deadlines Next-best actions
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At a glance
  • 🧠 One-page student brief: academics, alerts, financial holds, engagement
  • 📝 Drafts meeting notes, summaries, and follow-up emails for review
  • ✅ Auto-created tasks with due dates; calendar & ticketing sync
  • 🎯 Next-best actions from risk signals, plans, and milestones
  • 🔗 Connected to CRM, SIS, LMS, email, and calendar

What it is

A role-aware workspace for advisors, faculty, and student services that centralizes context and streamlines the busywork—summaries, notes, tasks, and nudges—so people can spend more time with students.

What it does

Pulls live data from the Common Data Model and your systems of record, drafts communications, assigns follow-ups, and prioritizes workloads using signals from Alerts & Nudges and Academic Planning.

Key capabilities

Smart Desk overview
One-page brief for each student: academics, risk signals, holds, planning milestones, and recent interactions with quick links into SIS/CRM pages.
Note drafting & logging
Drafts meeting notes and summaries with structured fields (topics, actions, due dates). Route to CRM or case system after review.
Tasking & deadlines
Converts recommendations into tasks; syncs due dates to calendars; escalates overdue items to advisor queues or student nudges.
Next-best actions
Suggests concrete steps—“resolve account hold,” “enroll in prerequisite,” “book tutoring”—with links to Universal Agent to complete tasks.
Templates & snippets
Program-approved email and SMS templates; merge in student context automatically; multi-language versions supported.
Workload & queue views
Team dashboards for open tasks by cohort, risk band, or program; SLA timers and handoff rules for complex cases.
See a Smart Desk walkthrough Connect with Alerts & Nudges

Built for the whole team

Advisors
Arrive prepared with the student brief; capture notes, assign tasks, and trigger follow-ups in minutes.
Faculty
See section-specific context, message cohorts, and export suggested feedback snippets for LMS grading.
Student services
Resolve holds faster with checklists, prefilled forms, and Universal Agent actions.

Outcomes you can measure

Time saved
Fewer clicks between systems; note drafting reduces documentation time.
Case resolution
Shorter time from alert → action completion; fewer reopenings.
Consistency
Templates and playbooks keep messaging clear and equitable.
Advisor capacity
Handle larger caseloads without sacrificing quality of support.

Integrations

Works with the tools your teams already use.

CRM (Salesforce, Slate)
SIS (Banner, PeopleSoft, Colleague)
Email & Calendar (O365/Google)
LMS (Canvas, Blackboard)
SSO, RBAC, and data minimization by role; export notes to the system of record.

Human-centered and compliant

AI augments—staff decide
  • Drafted notes/emails require human review before posting
  • Explainable rationale for next-best actions, with links to sources
  • Override and comment on automation choices; full version history
Security & privacy
  • RBAC by role and cohort; audit logs for generated content and actions
  • Encryption in transit/at rest; environment separation; PII minimization
  • FERPA/GDPR aligned; configurable retention for notes and artifacts

Implementation timeline

Week 1
Connect systems
CRM, calendar/email, and read access to SIS/LMS via CDM.
Weeks 2–3
Templates & playbooks
Draft note and message templates; define task queues and SLAs.
Week 4
Pilot cohorts
Launch with selected majors/programs; calibrate actions and nudges.
Week 5+
Scale & measure
Expand teams; track time saved, resolution speed, and equity metrics.
Get a pilot plan Review privacy & security

FAQs

No—drafts require human review and approval. Once approved, they are pushed to the system of record with attribution and timestamps.

Yes—define queues by program/cohort, add escalation paths, and set SLA timers with email/calendar reminders.

They are derived from Alerts & Nudges and Academic Planning signals, plus advisor-defined playbooks. All suggestions include rationale and links.

No. Infinize augments your CRM with smarter drafting and prioritization. Final records remain in your CRM for compliance and reporting.

Yes—RBAC governs who can read or write notes by role/cohort. Sensitive tags trigger additional review or masking rules.

Ready to give your teams one place to act—draft, assign, and follow through—without tab overload?

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