AI agent for school counselors
Scholarship and Aid Matching Agent
A calendar of scholarships the student qualifies for, with each application tracked to submission.
What it does
The scholarship list has 150 entries, with deadlines scattered across months, and students miss the ones they could win. This agent matches the student profile to scholarships, checks eligibility and deadlines, and builds a calendar and document checklist. It tracks submission status and re-checks the listing for changes. It also checks each listing again before the deadline in case the rules, amount or due date have changed since the first read. Students who are close to a cutoff, such as a grade point average, are flagged so no one skips a scholarship they might still qualify for. Edge case: a scholarship requires a recommendation letter two weeks before the deadline, so the agent adds an earlier task. The student or counselor approves each application.
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
- Student profile is complete
- Search scholarship lists against the profile
- Check eligibility and deadlines for each match
- Does the student meet every hard requirement?If not: drop the scholarship and record why. Back to step 3.
- Rank by fit, award size and effort
- Build the calendar and document checklist
- Student or counselor approves which to apply toThe agent waits here for your OK.
- Track submissions and re-check the listings
- Is each approved application complete before its deadline?If not: send a reminder and list missing documents. Back to step 7.
- Application tracker
How it decides
It ranks eligible scholarships by fit and deadline and moves earlier tasks ahead of any requirements such as letters.
- Drop a scholarship if any hard requirement fails.
- Set reminders 14 days and 3 days before each deadline.
- Require recommendation letters to be requested 3 weeks early.
- Rank higher by fit before award size.
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Search lists
- Reminder days
- Ranking weights
- Documents on file
- Deadline buffer
What keeps you in control
It always asks you first
- Choice of applications
- Any submission or recommendation request
Hard limits
- Never submit an application.
- Do not share a student's data with outside sites.
It stops when
- Done: all chosen applications submitted or dropped
- Stop: the student's profile is incomplete, so the agent asks for it
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
