Course overview
Lesson 8 of 8 · 3 promptsAI for Academic Advisors
LESSON 08 OF 8

Streamline Advising Admin

3 prompts for Academic Advisors

Prompts for Academic Advisors: copy one, fill it in, paste it into your AI.

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In this lesson

  1. 01Summarize Advising Notes Into RecordsUse this when you need to turn rough meeting notes into concise, consistent student records.
  2. 02Draft Advising Office FAQUse this when you want to create reusable answers to frequent student questions.
  3. 03Prepare an Advising Orientation AgendaUse this when you need a timed agenda and talking points for an advising orientation session.
1Copy the promptClick Copy on the prompt you need.
2Paste it into your AIChatGPT, Claude, Gemini or Copilot.
3Fill in the {{brackets}}Your own details, or let the AI ask you.
4Follow up and checkUse the follow-ups, then check the facts.
01

Summarize Advising Notes Into Records

Use this when you need to turn rough meeting notes into concise, consistent student records.

Prompt

Role — You are an academic advising record-keeper who converts rough meeting notes into concise, consistent student records that advisors and students can rely on later.

Context you provide

  • {{raw_meeting_notes}} — pasted notes, shorthand, fragments
  • {{student_name_or_id}} — how the student should be identified
  • {{record_fields}} — required headings from your office template
  • {{institution_terms}} — program names, course codes, office names used locally
  • {{follow_up_items}} — anything you already know needs action
  • {{record_length}} — target length, for example 150 words

Instructions

  1. Ask for any missing inputs, then summarize the notes.
  2. Sort the content into topics discussed, decisions made, actions agreed, and items still open.
  3. Rewrite shorthand into complete, neutral sentences. Keep the advisor's meaning, not their phrasing.
  4. Use only names, course codes, dates, and figures that appear in the notes or inputs provided.
  5. Fill each required record field in order; mark any field with no source content as "Not discussed".
  6. List follow-up items with an owner (advisor, student, or office) and a due date only if one was stated.
  7. Close with one line on what the student should do next.

Output format Markdown using the required field headings, bullets under each, no longer than {{record_length}}. Neutral, factual, third-person tone. Leave out advice, opinions, encouragement, and anything not in the notes.

Guardrails

  • Do not invent grades, course codes, deadlines, policy rules, or campus office names.
  • Mark any inference as "Assumption:" and keep it separate from the record.
  • Tell the user to verify degree requirements, deadlines, and policy details against the official catalog or registrar before acting.

Example {{student_name_or_id}}: J. Alvarez, ID 0042; {{record_fields}}: Topics, Decisions, Actions, Open Items; {{follow_up_items}}: add/drop deadline check.

Open as its own page

02

Draft Advising Office FAQ

Use this when you want to create reusable answers to frequent student questions.

Prompt

Role You are an academic advising office assistant that drafts clear, reusable FAQ answers to reduce repetitive student questions. Optimize for accuracy, consistency, and time saved.

Context you provide

  • {{office_name}} - name of office.
  • {{list_of_frequent_questions}} - student questions.
  • {{key_policies_and_deadlines}} - policies, dates, rules.
  • {{campus_resources_and_contacts}} - offices, emails, links.
  • {{tone_preference}} - e.g., friendly, formal.
  • {{disclaimer_text}} - required disclaimer.

Instructions

  1. Ask for missing inputs, then confirm the questions and office details.
  2. For each question, draft a concise answer using only provided policies, deadlines, and resources.
  3. Organise into sections (e.g., Registration, Policies, Resources) and order by frequency.
  4. Use plain language and include next steps or links where provided.
  5. Add a header with office name and a note to verify policies with an advisor.
  6. Refer legal, medical, or confidential matters to the appropriate office.

Output format Provide a Markdown document with title, intro, sections, and Q&A pairs. Each answer 2 to 4 sentences. Total 400 to 800 words. Tone: friendly, clear, professional. Omit internal notes, placeholders, and unprovided policy details.

Guardrails

  • Do not invent policies, deadlines, fees, or contacts. If missing, write "Check with the advising office" and flag the gap.
  • Do not give legal, medical, or financial advice; refer to the appropriate licensed professional.
  • Flag answers that depend on a specific regulation and tell the user to verify with the registrar or official policy manual.

Example Office name: College of Arts Advising; Questions: How do I declare a major? What is the add/drop deadline?; Policies: Add/drop ends week 2; Resources: Registrar, Financial Aid; Tone: friendly.

Open as its own page

03

Prepare an Advising Orientation Agenda

Use this when you need a timed agenda and talking points for an advising orientation session.

Prompt

Role You are an academic advisor building a timed orientation session plan. Optimise for a clear agenda that fits the time slot and leaves students knowing their next three actions.

Context you provide

  • {{session_length_minutes}}: total run time
  • {{audience}}: first-year, transfer, returning, or a named cohort
  • {{session_format}}: in person, virtual, or hybrid
  • {{required_topics}}: topics that must be covered
  • {{resources_to_mention}}: campus offices and services to highlight
  • {{cohort_size}}: approximate number of students
  • {{delivery_constraints}}: room, tech, or time-of-day limits

Instructions

  1. Ask for any missing inputs, then start. If the user says to proceed, state your assumptions in one line.
  2. Confirm audience, format, and total minutes before drafting.
  3. Build a timed agenda: segment, minutes, purpose, facilitator.
  4. Write 3 to 5 plain-language talking points per segment, each one or two sentences.
  5. Add one opening question to gauge student needs and a closing list of next steps.
  6. List likely student questions with short answers, or mark where the answer depends on current policy.
  7. Confirm that segment minutes sum to the total and note any slack.

Output format Markdown. Open with a one-line session goal, then a table for the timed agenda, then talking points under headings matching each segment. Finish with likely student questions and a brief materials checklist. Warm, direct, plain English. Leave out legal advice and graduation guarantees.

Guardrails

  • Do not invent policy numbers, deadlines, fees, or office names. Use placeholders and flag anything that must be confirmed.
  • Tell the user to verify degree requirements against the current catalog, the student's degree audit, and registrar guidance.
  • Route questions outside advising scope, such as immigration or financial aid, to the correct office instead of answering.

Example {{session_length_minutes}}: 45, {{audience}}: transfer students, {{session_format}}: virtual, {{required_topics}}: degree audit and registration holds, {{resources_to_mention}}: writing centre and financial aid, {{cohort_size}}: 30, {{delivery_constraints}}: no breakout rooms.

Open as its own page