Use CasesEducation & EdTech
Education & EdTech

Admissions. Attendance. Assessments. Fee collection. All automated.

Schools, coaching institutes, universities, and online learning platforms all generate the same kind of operational data — student records, enquiry pipelines, attendance logs, assessment results — and manage all of it in Excel. MISBuddy classifies, tracks, and reports on this data automatically.

5
Core Workflows
Morning
Sorted Calling List for Counsellors
PTM-ready
At-Risk Student Report Before Every Meeting
Minutes
Monthly Fee Defaulter List

Education institutions are data-intensive and under-tooled

A typical coaching institute has these separate, unconnected spreadsheets:

  • An admissions enquiry sheet updated by the counsellors
  • An attendance register downloaded from the ERP once a week
  • A fee collection tracker maintained by the accounts team
  • A batch-wise marks sheet compiled by the academic coordinator after every test

Counsellors manually sort enquiries by interest level. The academic team spends hours building "at-risk student" reports before PTMs. The accounts team chases fee defaulters by scanning a 2000-row Excel file.

MISBuddy automates all of these workflows.

Five workflows covering the full student lifecycle

1
Admissions Enquiry Pipeline
Configuration: Admissions Enquiries

Every morning, admissions counsellors get a sorted calling list — HOT leads first, callbacks next, comparisons after. No manual filtering.

enquiry_id string mobile_number unique_id current_class choice stream choice target_exam choice batch_type choice source choice counselling_done choice demo_attended choice last_call_outcome choice admission_probability choice admission_status choice follow_up_date date fees_paid float
Disposition Logic: Admissions Priority Queue
P1
HOT_ENROL_NOW
admission_probability = High AND demo_attended = Yes AND admission_status = Demo
P2
DEMO_SCHEDULED
demo_attended = Scheduled
P3
COUNSELLING_PENDING
counselling_done = No AND last_call_outcome = Interested
P4
CALLBACK_DUE
last_call_outcome = Call Back AND follow_up_date is set
P5
COMPARING_COMPETITORS
last_call_outcome = Comparing
P6
STALE_HOT
admission_probability = High AND follow_up_date is empty
2
Student Attendance Monitoring
Configuration: Attendance Log
student_id string class string batch string attendance_date date attendance_status choice leave_type choice parent_informed choice attendance_pct_month float consecutive_absences integer
Disposition Logic: At-Risk Attendance
P1
CRITICAL_ABSENTEE
attendance_pct_month < 50%
P2
CONSECUTIVE_ABSENT
consecutive_absences > 3 AND parent_informed = No
P3
LOW_ATTENDANCE
attendance_pct_month < 75%
P4
UNEXPLAINED_ABSENCE
attendance_status = Absent AND leave_type = Unexplained
P5
REGULAR
attendance_pct_month > 90%
For PTM preparation: Run the logic, export CRITICAL_ABSENTEE and CONSECUTIVE_ABSENT — these are the students the academic coordinator must flag to parents before the meeting.
3
Assessment & Performance Tracking
Configuration: Test Results
student_id string test_name string subject choice max_marks integer marks_obtained integer percentage float rank_in_batch integer previous_test_pct float improvement float topics_weak text revision_required choice parent_informed choice
Disposition Logic: Performance Band
P1
NEEDS_INTERVENTION
percentage < 40%
P2
DECLINING
improvement < -10
P3
REVISION_PENDING
revision_required = Yes AND parent_informed = No
P4
IMPROVING
improvement > 15
P5
TOPPER
rank_in_batch = 1 OR percentage > 90%
4
Fee Collection & Defaulter Tracking
Configuration: Fee Payments
student_id string fee_type choice installment choice due_date date amount_due float amount_paid float balance float payment_mode choice payment_status choice days_overdue integer reminder_count integer scholarship_applied choice
Disposition Logic: Fee Collection Priority
P1
LEGAL_ESCALATION
days_overdue > 90 AND balance > ₹10,000
P2
THIRD_REMINDER
reminder_count = 2 AND payment_status = Overdue
P3
HIGH_VALUE_OVERDUE
balance > ₹50,000 AND days_overdue > 30
P4
SCHOLARSHIP_PENDING
scholarship_applied = Yes AND payment_status = Pending
P5
PARTIAL_OUTSTANDING
payment_status = Partial AND balance > 0
5
Online Learning / EdTech — Learner Engagement
Configuration: Learner Activity

For EdTech platforms tracking learner engagement, churn risk, and NPS across online courses.

learner_id string email unique_id course string plan_type choice completion_pct float days_since_last_login integer certificate_issued choice nps_score integer subscription_renewal_date date refund_requested choice
Disposition Logic: Learner Engagement
P1
CHURN_RISK
days_since_last_login > 14 AND completion_pct < 30%
P2
REFUND_REQUEST
refund_requested = Yes
P3
RENEWAL_DUE
subscription_renewal_date is set AND certificate_issued = No
P4
CERTIFICATE_READY
completion_pct = 100% AND certificate_issued = No
P5
HIGH_ENGAGEMENT / PROMOTER
completion_pct > 75% and recent login, or nps_score > 8

Connects to your existing ERP & LMS

🏫
School ERP (Fedena, iSchoolMS, EduNext)
Attendance, fee, marks CSV export
💻
LMS (Moodle, Canvas, in-house)
Learner activity CSV or API
📋
Admission Management (Meritto, LeadSquared)
Enquiry pipeline CSV or API
📝
Google Forms / Typeform
Response CSV → admissions config
💰
Tally / Zoho Books
Fee payment reconciliation CSV

What changes for your institution

Admissions Counsellors
Start every morning with a sorted calling list — HOT_ENROL_NOW leads first, no manual filtering ever.
Academic Coordinators
Have a weekly at-risk student report ready before PTMs. CRITICAL_ABSENTEE and NEEDS_INTERVENTION packets auto-generated.
Accounts Team
Generates the monthly fee defaulter list in minutes. LEGAL_ESCALATION packet identifies high-priority cases automatically.
Principal / Director
Gets a real-time dashboard of enrolments, attendance, and fee collection without chasing staff for reports.
EdTech Growth Team
Identifies CHURN_RISK learners for retention campaigns automatically. PROMOTER packet ready for referral programme outreach.

Ready to automate your institution's data workflows?

Book a 30-minute demo. We'll map your admissions or attendance sheet to a MISBuddy configuration and run a live classification.