Instudi vs spreadsheets and email

Spreadsheets, documents and email are where most practices start, and where most unbilled hours go. Instudi writes the notes, recaps and follow-ups for you and keeps every student, family, plan and invoice in one place that updates itself.

Why counselors choose Instudi

  • No more typing notes after every meeting, or copying them between tabs.
  • Families hear back the same day, without writing every recap from scratch.
  • Everyone on the team sees the same picture of each student.
  • Invoices come from logged sessions, not an end-of-month spreadsheet.

Switching from spreadsheets

  • 01Upload your spreadsheet as CSV or Excel. Instudi sets up every student and family and flags problems before anything is created.
  • 02Connect Google Calendar, Gmail, Google Drive and Zoom. Your documents stay where they are.
  • 03Your next meeting writes its own notes. We help with the move on a call.

Side by side

Meeting notes

Only in Instudi

InstudiA notetaker joins Zoom and Google Meet calls, records and transcribes them, and writes the summary, key points and action items onto the student’s record for a quick review.

spreadsheetsTyped by hand into a document, then copied wherever they are needed.

Meeting prep

Only in Instudi

InstudiA prep brief before every meeting, and a weekly brief on who has a deadline coming, who has gone quiet and who is on track.

spreadsheetsRebuilt from old notes and email threads before each meeting.

Family updates

Only in Instudi

InstudiRazy drafts a parent recap after every meeting and a monthly digest for every family. A counselor approves each one before it is sent.

spreadsheetsWritten from scratch in Gmail after each meeting.

AI

Only in Instudi

InstudiRazy answers from each student’s meetings, notes, emails and files, and remembers what matters once you approve it. It drafts emails, recaps and invoices, schedules meetings and updates plans, all with undo.

spreadsheetsCopy and paste into a chatbot that knows nothing about your students.

Plans and action items

InstudiPlaybooks with milestones and goals for every student, and a health signal when someone falls behind. Action items go to counselors, teams, students or parents, with due dates.

spreadsheetsA task list or a column you keep up to date yourself.

Email

InstudiA shared Gmail inbox: every thread lands on the right student, with owners, snooze, drafted replies and the student’s timeline beside it.

spreadsheetsEach counselor’s own inbox, searched by hand.

Colleges and applications

InstudiCollege lists with live reach, target and likely fit, every round and deadline, status and decisions, and one deadline view across all students.

spreadsheetsA sheet per student, updated by hand.

Billing

InstudiRates, invoices built from logged sessions, recorded payments and counselor hours.

spreadsheetsInvoices built by hand from the calendar.

Privacy and control

Only in Instudi

InstudiRecording consent, roles and permissions, an audit log, and data export and erasure for each family.

spreadsheetsShared links and folder permissions.

Common questions

  • Yes. Instudi imports students and families from CSV or Excel, and from Teachworks. Problems are flagged before anything is created.
  • No. Instudi connects to Google Drive, Gmail and Google Calendar, so documents stay where they are and appear on each student’s record.

More comparisons

Get started

Switch to Instudi

Import your roster, connect your calendar and inbox, and run your next meeting on Instudi.

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Book a call with us

See Instudi on your own students and families. We’ll walk you through it and set it up with you.

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