Training Scheduler

Education

Prepare trainer packs and schedules from your CRM data automatically.

Training Scheduler reads your CRM course data and produces everything trainers need: registration lists, password sheets, and personalised email packs. It processes multiple courses in one run and follows your email template exactly.

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Who this helps

Training Coordinator
Learning and Development Manager
Operations Administrator

Pain points

Preparing trainer packs for each course takes an hour of copying data between systems.
Registration lists contain errors when compiled manually from CRM exports.
Trainer emails go out late because the preparation process is too slow.

Use cases

01
Registration list generation

Extracts candidate details from CRM data into formatted registration lists per course.

02
Password sheet preparation

Compiles access credentials for each course into a secure, formatted document.

03
Trainer email drafting

Generates personalised trainer emails for each course following your approved template.

Example outcomes

Prepared trainer packs for 12 courses in 15 minutes instead of half a day.
Eliminated manual data entry errors in registration lists.
Sent trainer emails same-day for every scheduled course.

Time comparison

Without AI

4 hours

Extracting CRM data, formatting lists, compiling passwords, and drafting emails per course.

With gecco

12 minutes

Complete trainer packs with registration lists, passwords, and emails for all courses.

Inputs and outputs

What goes in

CRM course export
Email template

What comes out

Registration lists per course
Password sheets
Trainer email pack

Example workflow

1
Upload CRM data
Provide your CRM export and email template.
2
Pack generation
The assistant creates registration lists, password sheets, and emails.
3
Review and send
Check each trainer pack and distribute to your trainers.
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Complete trainer packs ready to send for every upcoming course.

Try asking

Generate trainer email packs for all courses running next week using our CRM export and email template.
Create registration lists for these 8 courses, grouped by course level and sorted by candidate surname.
Prepare password sheets and registration lists for our January training cohort from the attached CRM data.

Ready to put this assistant to work?

Book a free consultation and see how it fits your team.

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