Momentum Episode 33: Education Meets Automation: How Upward Bound Solved Onboarding with AI Agents

What happens when a critical student program loses its key staff right before onboarding season? For Kevin Todd, Program Director of TRIO Upward Bound, the answer was turning to AI. In this episode, Kevin shares how Jotform Presentation Agents transformed a staffing crisis into a breakthrough, enabling 100% self-onboarding for students and parents, saving more than 12 hours of manual work, and keeping the program on track to meet federal requirements. Discover how AI isn’t just a buzzword — it’s reshaping the way education programs operate under pressure.

Tune in for insights on tech, productivity, and lessons learned from behind the scenes. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬

LINKS & RESOURCES

👉 Read Our Case Study with TRIO Upward Bound: https://www.jotform.com/ai/agents/case-study-trio-upward-bound/

👉 Learn More About Jotform Enterprise: https://www.jotform.com/enterprise/

👉 Contact Our Enterprise Sales Team: https://www.jotform.com/enterprise/contact-sales/

👉 Learn More About Upward Bound: https://www.hecstl.org/our-programs/trioub

👉 Learn more on the Jotform blog:https://www.jotform.com/blog/

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👋 ABOUT JOTFORM Hi, we're Jotform, a full-featured online forms platform that makes it easy to create robust forms and collect important data. Check us out: https://www.jotform.com

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