Automating Internal School Workflows with Form Director
Davidson Day School | Registrar’s Office | Google Forms + Form Director
Quick facts
Location: North Carolina, Charlotte, USA
Industry: Education
Davidson Day School is a distinguished private institution located in Davidson, North Carolina. With a diverse student body of approximately 550 students, Davidson Day offers a nurturing environment that encourages students to reach their full potential.
About School
Davidson Day School: Cultivating Excellence from Early Childhood through Grade 12
Located in the picturesque Lake Norman region of Davidson, North Carolina, Davidson Day School is an independent private institution serving students from two years old through 12th grade. Established in 1999, the school is dedicated to preparing students for success in college and beyond by fostering academic excellence through collaboration, creativity, and character development.
Under the leadership of Head of School Andrew Bishop, Davidson Day continues to uphold its mission of nurturing well-rounded individuals equipped with the skills and character to thrive in a dynamic world.
The Challenge
Davidson Day School was managing a wide range of administrative and academic workflows using Google Forms.
These included schedule change requests, teacher recommendation forms for college counseling, student AP contracts, space reservations, and professional development submissions.
However, manually processing the form responses in spreadsheets was time-consuming, error-prone, and inefficient.
Staff often had to dig through raw Google Sheet data to interpret requests, causing delays and inconsistencies.
Seeking a Solution
The registrar's office sought a solution that could:
Automate Document Generation: Automatically create clear, branded student AP documents or PDFs from form responses, eliminating the need for manual data interpretation.
Streamline Workflow Routing: Ensure that completed AP documents were automatically routed to the appropriate personnel, improving efficiency and reducing delays.
Enhance Communication: Provide staff with well-formatted documents, ensuring consistent and professional communication.
Integrate Seamlessly with Google Workspace: Work within their existing Google environment, including Forms, Docs, Drive, and Gmail, to maintain consistency and ease of use.
Save Time and Resources: Reduce the time spent on manual processes, allowing staff to focus on more critical tasks.
By addressing these challenges, the registrar's office aimed to improve efficiency, accuracy, and communication in their administrative workflows.
Form Director as a Solution
To streamline these processes, the registrar’s office implemented Form Director over five years ago. Using Form Director, form responses are now automatically transformed into branded, well-formatted Google Docs or PDFs, which are instantly routed to the appropriate personnel.
This automation eliminated the need for manual review of spreadsheets and ensured that each request or form submission reached the right individual or department without delay.
With Form Director, Davidson Day School has been able to:
Automate schedule change and college counseling recommendation workflows
Manage student AP contracts during course registration
Route event requests and space reservations efficiently
Streamline professional development and other internal request processes
“One of the biggest benefits is that staff members no longer have to dig through a Google Sheet to interpret raw form data. Instead, they receive a clear, branded document or PDF as an email attachment—making it easy to read, act on, and archive as needed.”
~Vanessa
The Impact
Form Director became an essential part of the school's daily operations. It now powers multiple workflows running quietly in the background—reliably and consistently. The registrar highlighted that staff no longer need to interpret raw form data, as they now receive clear, ready-to-act-on documents via email.
"Once the setup is complete, it runs consistently and reliably in the background—automatically routing completed documents to the appropriate person."
"This not only saves time but also ensures that communication is efficient and that every request reaches the right hands without delay."
~Vanessa
Form Director's ability to automate document creation, ensure consistent communication, and route submissions accurately has made it a valuable tool for the school.
Testimonial
We've been using Form Director at Davidson Day School for over five years, and it has become an essential part of our workflow. As a registrar, I use it with Google Forms to manage a variety of processes including schedule change requests, teacher recommendation requests for college counseling, and student AP contracts during course registration. We also rely on it for event requests, space reservations, professional development requests, and other internal workflows that need to be routed to the right person. Form Director makes it easy to automate all of these.
What I appreciate most is how seamlessly Form Director transforms form responses into clear, well-formatted Google Docs or PDFs. Once the setup is complete, it runs consistently and reliably in the background—automatically routing completed documents to the appropriate person. This not only saves time but also ensures that communication is efficient and that every request reaches the right hands without delay.
One of the biggest benefits is that staff members no longer have to dig through a Google Sheet to interpret raw form data. Instead, they receive a clear, branded document or PDF as an email attachment—making it easy to read, act on, and archive as needed.
The integration with Google Drive is seamless, which is important since our school relies heavily on Google Workspace. I also love that Form Director can create the initial document template for me, inserting all the correct merge tags so I don’t have to worry about formatting errors. From there, I can easily customize the template to include our branding and layout preferences.
It's easy to set up, cost-effective, and has saved us a great deal of manual work. I highly recommend Form Director to any school or organization looking to simplify and automate their form-based workflows.
~ Vaneesa
About Vanessa Noe
Mrs. Vanessa Noe
Registrar, Davidson Day School
B.S.Ed., Georgia Southern University
Mrs. Vanessa Noe serves as the Registrar at Davidson Day School, where she plays a pivotal role in managing student records, academic scheduling, and the implementation of efficient administrative processes.
With a Bachelor of Science in Education from Georgia Southern University, Mrs. Noe brings a strong educational foundation and a commitment to academic excellence.
About Jivrus Technologies and Form Director
Jivrus Technologies is a software products company focused on intelligent integration and hyper-automation. Our goal is to connect people and software platforms to streamline processes and drive growth. Our products are designed to provide a seamless and efficient user experience.
Form Director” is an add-on application for Google Workspace that directs your Google Form submissions to Google Workspace apps like Google Docs, Slides, Sheets, Calendar, Contacts, Tasks, etc, and external systems like Database, Trello, Slack, Asana, HubSpot, PayPal, Webhook, Insightly, Quickbooks & many more.