EduCRM uses AI in two places: turning spoken notes into tasks, and proposing column mappings when you import a spreadsheet. This page says exactly what goes where.
What the AI actually does
In short
Two things: it turns spoken notes into structured tasks, and it proposes which spreadsheet column maps to which field when you import students. Both show you the result for confirmation before anything is saved.
That is the whole list. No AI writes to student records on its own, nothing is messaged automatically, and no student is scored or ranked.
Voice to tasks
Speak several to-dos in one go and they come back as separate tasks with dates, times, priorities and reminders, linked to the right student. It understands "tomorrow at 5" and "every Monday".
On Free this is transcription only; full extraction into a task list is Premium. Either way you see the tasks before they save, so a misheard name is corrected, not filed.
Spreadsheet import mapping
A model proposes which column maps to which field, with a confidence level for each. You confirm or correct it before a single row is written.
Only the column headers and a few sample rows are sent. The rest of the file is parsed in your browser and written straight into your workspace. See importing students.
Where the processing happens
Every model call runs server-side in a Cloud Function. API keys never reach your browser.
| Feature | Provider |
|---|---|
| Import column mapping | Anthropic (Claude) |
| Voice transcription and task extraction | OpenAI |
Anthropic processes inputs as a sub-processor under a data processing agreement and does not train on customer data.
What you can see and control
- Usage and spend are visible to workspace admins, by model, under Settings → AI Usage. You are not billed per token; it is there so nothing runs invisibly.
- Nothing saves itself. Voice tasks are confirmed before they are created; the import mapping is confirmed before any row is written.
- Both features are optional. The CRM works fully without them.
What the AI does not do
- It does not read, sort or reply to email. EduCRM does not connect to mailboxes.
- It does not contact students or parents, or send anything on your behalf.
- It does not run or score career tests. See career guidance.
- It does not decide anything about a student. Both features produce a draft you accept.
See it running
Voice task capture is open in the demo, so you can try it without an account.
Related pages
Security
Encryption, data residency, access controls and sub-processors.
Read moreImporting Students
Upload your spreadsheet. The column mapping is proposed, rows are validated, then imported in bulk.
Read moreStudent Management
One record per student: contacts, sessions, applications, documents, payments and notes.
Read morePrivacy Policy
What data EduCRM collects and how it is handled.
Read moreFrequently asked questions
Does EduCRM read or send my students' email?
No. EduCRM does not connect to mailboxes and does not read, classify or send email on a student's behalf.
Is customer data used to train AI models?
Anthropic processes inputs as a sub-processor under a data processing agreement and does not train on customer data. For the current position on every provider, request the sub-processor list at privacy@educrmapp.com.
Can I see how much AI is being used in my workspace?
Yes. Usage and spend are broken down by model for workspace admins under Settings → AI Usage.
Does my whole spreadsheet get sent to an AI model on import?
No. Only the column headers and a few sample rows are sent. The full file is parsed in your browser and written directly to your workspace.