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AI agent for school counselors

Middle-to-High School Transition Agent

Give every rising ninth grader a matching schedule, supports and an orientation plan before summer

PlanningSchedulingEducationGovernment
See how it worksGet access
Middle-to-High School Transition Agent: what goes in, what the agent does and what you get

What it does

Each spring a counselor must prepare hundreds of rising ninth graders, and records arrive in pieces. This agent collects each student's grades, attendance, supports and course requests as they come in. It checks every request against the high school's course rules, such as prerequisites and graduation requirements, and flags students needing early outreach, for example those with low attendance or an IEP. It drafts a tour, orientation and schedule plan for each student and checks again whenever a new record arrives. It keeps a list of what is still missing and who owes it. The counselor approves each student plan and every family message. Edge case: if a student requests a course without the prerequisite, it proposes an alternative and asks the counselor.

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.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Middle school records arrive for rising ninthgraders 2 USES A TOOL Load grades, attendance, supports and courserequests 3 CHECKS THE RESULT Is each student's record complete? If not: List missing items and who owes them, thenreload when they arrive. Back to step 2. 4 USES A TOOL Check course requests against prerequisites andgraduation rules 5 CHECKS THE RESULT Does every request meet the rules? If not: Propose an alternative course and mark it forthe counselor. Back to step 4. 6 DOES Flag students needing early outreach by risk signals 7 DOES Draft tour, orientation and schedule plan perstudent 8 YOU APPROVE Counselor approves each plan and family message 9 DOES Recheck as late records arrive and update plans 10 RESULT Approved transition plan for every student
Read the steps as a list
  1. Middle school records arrive for rising ninth graders
  2. Load grades, attendance, supports and course requests
  3. Is each student's record complete?If not: List missing items and who owes them, then reload when they arrive. Back to step 2.
  4. Check course requests against prerequisites and graduation rules
  5. Does every request meet the rules?If not: Propose an alternative course and mark it for the counselor. Back to step 4.
  6. Flag students needing early outreach by risk signals
  7. Draft tour, orientation and schedule plan per student
  8. Counselor approves each plan and family messageThe agent waits here for your OK.
  9. Recheck as late records arrive and update plans
  10. Approved transition plan for every student

How it decides

It validates each course request against rules and ranks outreach by risk flags such as attendance under 90 percent or an active support plan.

  • Flag outreach when attendance is below 90 percent
  • Flag outreach when a student has an IEP, 504 or English learner support
  • Reject a course request that lacks its prerequisite
  • Place students needing supports into an early orientation group

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Attendance threshold for outreach (default 90 percent)
  • Risk flags used (default attendance, support plan, failing grades)
  • Orientation dates (default the school calendar)
  • Family message language and tone (default plain and friendly)

What keeps you in control

It always asks you first

  • Counselor approves each student plan
  • Counselor approves family messages

Hard limits

  • Never change a student schedule in the live system
  • Never contact a family without counselor approval
  • Keep student records limited to staff who need them

It stops when

  • Done: Every student has an approved plan
  • Stop: A record shows a safety concern, so hand it to the counselor right away

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.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • 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
Get access to this agent

An example run

What happensFor 240 students the agent finds 38 with missing grades. It lists them by middle school and reloads on Friday: 9 remain. It flags 22 students under 90 percent attendance. Diego asks for Algebra II without Geometry; the agent proposes Geometry and flags him. The counselor approves 31 plans and edits the message for Diego's family.

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