Workflow automation for admissions, financial aid, and advancement teams
We don’t replace Banner, Slate, Salesforce or your other systems of record. We replace the manual work between them, so students get admitted, aid gets awarded, and gifts get closed, instead of staff re-keying data and chasing documents and signatures.
Intellistack Streamline closes the gaps between systems of record, with intelligence throughout every workflow and governed AI that keeps sensitive data secure. The outcome: work that took weeks takes days, with fewer errors and a better experience for students, donors, and staff.
Intellistack Streamline is an process automation platform.
Your system of action for your higher ed systems of record.
Put your systems of action to work
Replace the manual work bridging your systems for common higher ed processes:
Student enrollment & retention
Student engagement & early-disengagement flags
Alumni & advancement fundraising
Health-science, athlete & accommodation applications
Course overrides, reinstatements & internal approvals
What our customers are saying
"
St. John's University would definitely recommend Intellistack. You have a really good customer support system as well as top-notch solutions, and developers working to make sure that what we need to build is available to us."
How Intellistack Streamline works
Prompt
Refine & launch
Connect
Extract & prefill
Route intelligently
Deliver
Higher education IT can now set the guardrails that allow anyone to build secure workflows, that:
Reduce costs & risks
Drive greater organizational efficiencies
Improve experiences for everybody
Protect and grow enrollment and giving revenue
Streamlining higher education processes means A+ experiences for everybody
FAQs
Suggested: Intellistack Streamline is an AI-native process automation platform. It's the connective layer between the systems higher ed institutions already run — Banner, Slate, Salesforce Education Cloud, Student Information System(SIS), and Customer Relationship Management (CRM) and homegrown tools. It closes the gaps between systems while turning slow manual processes into fast, self-service workflows, without requiring any rip-and-replace of existing systems of record.
Suggested: Higher education institutions can use Intellistack Streamline for all types of processes such as student enrollment, student acceptance, graduation approvals, giving and donations, alumni relations. Automating student lifecycle, advancement and alumni relations workflows can reduce repetitive form fills, missing or incorrect information, fragmented processes, and reliance on niche tools.
Yes. Intellistack Streamline can securely access and use data from systems such as Salesforce Education Cloud, Snowflake, Banner, and SharePoint. This allows institutions to incorporate student and employee data into connected, data-rich workflows while maintaining governance controls.
Intellistack Streamline automatically identifies and classifies sensitive data, including student, faculty, and staff. It's built with security and privacy controls that support your institution's FERPA and Title IV obligations, including zero data retention, role-based access controls, and SSO — so IT and compliance teams have what they need to sign off quickly.
Intellistack Streamline can help institutions consolidate forms, eSignature, document automation, contract lifecycle management, and workflow tools within one platform. Reducing vendor sprawl and filling gaps between existing systems can lower costs while improving operational efficiency and the student and employee experience.
Yes. Intellistack Streamline is designed for citizen developers and non-technical users — admissions, advancement, and registrar staff can build and adjust their own no-code workflows without submitting an IT ticket. This frees IT teams from being the bottleneck on every process change while giving departments the flexibility to keep workflows current as their needs evolve.
No. Think of the difference between Claude or Cursor and a finished app. Those are general tools you still have to drive yourself, task by task, and usually need a technical person to set up. Intellistack Streamline is purpose-built for workflows such as admissions intake, financial aid, and advancement. It’s built so someone on the business side can build and adjust workflows themselves, without an IT ticket. It runs automatically, triggered by your systems, without someone prompting it each time.
Yes. Intellistack Streamline can securely access and use data from systems such as Salesforce Education Cloud, Snowflake, Banner, and SharePoint. This allows institutions to incorporate student and employee data into connected, data-rich workflows while maintaining governance controls.
