AI agent for school counselors
Graduation Credit Check Agent
Every student on track to graduate
What it does
Counselors must make sure every student is on track to meet graduation requirements, and a missing credit found in senior spring is hard to fix. At the start of each term this agent compares every student's transcript with requirements by subject area, projects credits through the planned graduation date, and lists students at risk, seniors first. For each, it drafts a meeting invite and lists recovery options such as credit recovery, summer courses or schedule changes. The counselor meets the student and family and approves any schedule change. At term end the agent checks whether each gap closed. If not, it looks for summer or credit recovery options and escalates to the counselor. Edge case: transfer students with credits still being evaluated are flagged separately so they are not told to retake courses they may already have.
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
- Term starts
- Read transcripts
- Project credits against graduation rules
- List at-risk students and options
- Counselor meets at-risk studentsThe agent waits here for your OK.
- Are gaps closing by term end?If not: find summer or credit recovery options. Back to step 3.
- Update the credit report
- Credit report
How it decides
Projected credits versus requirements.
- Seniors first
- Recovery options listed
- Transfers flagged
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Requirements
- Timing
- Options
- Report
What keeps you in control
It always asks you first
- Schedule changes
Hard limits
- No schedule changes by agent
It stops when
- Done: on track
- Stop: student leaves
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