AI agent for academic advisors
Advising Appointment Prep Agent
Every appointment starts informed and ends with tracked actions
What it does
Each advising appointment goes better when the advisor already knows the student's situation. The evening before, this agent reads each booked student's degree audit, grades, holds, alerts, past advising notes and the reason given when booking. It drafts a one-page brief with key facts, open items from last time and suggested topics. It checks the brief for missing data and pulls what it can from other records. After the meeting, it records the agreed actions in the notes, which the advisor approves. At the next meeting it checks whether those actions were done. If not, it carries them into the next brief and notes any blockers. Edge case: if a student has not been seen in over a year, it highlights what changed since then.
How it works
Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.
Read the steps as a list
- Evening before
- Pull records for booked students
- Draft briefs
- Advisor holds meetingThe agent waits here for your OK.
- Record agreed actions
- Were prior actions completed by the next meeting?If not: carry them to the next brief and note blockers. Back to step 3.
- Notes saved
How it decides
Open items and risk signals are listed first.
- Holds and alerts at the top
- Open actions carried forward
- Gaps over a year highlighted
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Brief format
- Data sources
- Timing
- Action tracking
What keeps you in control
It always asks you first
- Notes
Hard limits
- Records used only for advising
It stops when
- Done: notes saved
- Stop: no-show, offer rebooking
Set it up
We guide you through the set-up, step by step
Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.
- One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
- The agent then walks you through connecting your own data, one source at a time
- A downloadable copy with the flow chart, the rules and the full guide