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

About the Episode

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.