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SETTINGS

Meeting Agent

Scenario 1
Set up Year 7 entrance meetings for the first two weeks of January. 20-minute slots from 9am to 3pm with a 1-hour lunch break at 12. The Headteacher and Deputy are interviewing in separate rooms. Each slot has 1 family.
9:02 am
✓ Thought for 3s

Great — Year 7 entrance meetings across the first two weeks of January! Here's what I've got:

  • Dates: Monday 5 – Friday 16 January (weekdays only)
  • Slots: 20 minutes, 1 family per slot
  • Morning: 9:00–12:00 | Afternoon: 1:00–3:00 (lunch break at 12)
  • Two interview tracks: Headteacher and Deputy in separate rooms

I found your Deputy — Richard Lewis (Deputy / Assistant Headteacher). For the Headteacher role I found two possibilities:

Jo Leaver Cole — Headmaster / Headmistress
9:02 am

Got it — Jo Leaver Cole and Richard Lewis. What are the two room names?

Head's Office and Meeting Room 2
9:03 am

Jo Leaver Cole in the Head's Office, Richard Lewis in Meeting Room 2.

Should families choose their own slot, or will staff assign them?

Staff will assign slots
9:03 am

Should families be able to cancel or reschedule their appointment?

No
9:04 am

Would you like to send a reminder to confirmed families before the meeting? If so, how many days before and what time?

Yes, 2 days before at 9am
9:04 am

And a reminder for families who haven't confirmed?

No
9:04 am

What email address should invitations come from? I'd suggest the school contact email.

or type below
admissions@greenford.ealing.sch.uk
9:05 am

And the reply-to address — same one, or different?

Same
9:05 am

I'll call it "Year 7 Entrance Interview" — does that work as the title families see in the invitation?

Yes
9:05 am

Would you like to add a description for the invitation email?

An opportunity to meet with a senior member of staff to discuss your child's application.
9:06 am
✓ Worked for 6s

Here's what I'll set up — take a look:

Year 7 Entrance Interview

Description An opportunity to meet with a senior member of staff to discuss your child's application.
Booking Mode Staff assigns slots
Date Range 5 – 16 January 2026 (weekdays)
Slot Duration 20 minutes
Families per Slot 1
Cancel / Reschedule Not allowed
Confirmed Reminder 2 days before at 9:00am
From / Reply-to admissions@greenford.ealing.sch.uk
Interview Sessions (4 sessions)
Jo Leaver Cole — Head's OfficeMorning
09:00 – 12:00 · 20 min slots · Weekdays · 5–16 Jan
Jo Leaver Cole — Head's OfficeAfternoon
13:00 – 15:00 · 20 min slots · Weekdays · 5–16 Jan
Richard Lewis — Meeting Room 2Morning
09:00 – 12:00 · 20 min slots · Weekdays · 5–16 Jan
Richard Lewis — Meeting Room 2Afternoon
13:00 – 15:00 · 20 min slots · Weekdays · 5–16 Jan
looks good, set it up
9:07 am
✓ Meeting created

Your Year 7 Entrance Interview is set up! Slots run from 5–16 January, 9am–3pm with a lunch break at 12–1pm:

  • Jo Leaver Cole — Head's Office
  • Richard Lewis — Meeting Room 2

Edit the meeting here

Would you like to add students to the meeting now?

Scenario 2
We want parents to choose their own meeting slot. Send them an email with the meeting invitation. If they don't book within 5 days, send a reminder.
10:15 am
✓ Thought for 3s

I can set that up — a self-service booking meeting where families pick their own slot. A few things I need to know.

What's the meeting for? I'll need a title that families will see in the invitation email.

or type below
Year 7 Admissions Meeting
10:15 am

And a brief description for the email?

Book a meeting slot with our admissions team to discuss your child's application.
10:16 am

When should the meeting slots be available? I'll need the date range, times, and how long each slot should be.

Next Monday to Friday, 9am to 4pm, 30-minute slots
10:16 am

How many families per slot?

1
10:17 am

Which staff member will be conducting these meetings?

Helen Carter
10:17 am
✓ Found staff member

Found Helen Carter — Admissions Officer (helen.carter@school.com). Where will the meetings take place?

Admissions Office
10:18 am

For the unconfirmed reminder — you mentioned 5 days. What time should the reminder go out?

9:00am
10:18 am

Should families be able to cancel or reschedule once booked?

Yes, both
10:19 am

And what email address should the invitation come from?

or type below
admissions@school.com
10:19 am
✓ Worked for 5s

Here's the meeting setup — take a look:

Year 7 Admissions Meeting

Booking Mode Families choose their own slot
Staff Helen Carter — Admissions Office
Dates Monday – Friday next week
Times 09:00 – 16:00, 30 min slots
Cancel / Reschedule Both allowed
Unconfirmed Reminder 5 days after invite, at 9:00am
From Email admissions@school.com
confirmed
10:20 am
✓ Meeting created

Your Year 7 Admissions Meeting is ready! Families will be able to choose their own slot from the booking page.

Edit the meeting here

Would you like to add students and send out the invitation emails now?

Scenario 3
Allocate interview slots for the 20 scholarship candidates. Put the first 10 with the Head on Monday and the next 10 with the Director of Studies on Tuesday.
10:30 am
✓ Thought for 4s

I can allocate those scholarship candidates. Let me find the right meeting first.

Which meeting should I allocate them to?

Scholarship Interview
10:31 am
✓ Found meeting

I found Scholarship Interview (Monday 12 Jan – Tuesday 13 Jan). This is a staff-assigned meeting with the Head in Room A (Monday) and Director of Studies in Library (Tuesday).

Now, how should I identify the 20 scholarship candidates? I can use a saved filter, a student group, or search by criteria.

The scholarship applicant group
10:31 am

I found the Scholarship Applicants group with 23 students. You mentioned 20 — which 20 should I include? Should I use all 23, or do you have a specific list?

There should only be 20 — can you show me the list?
10:32 am

Here are the 23 students in the Scholarship Applicants group. Three students (21–23) have "Application Received" rather than "Application Complete".

Would you like me to exclude those three and proceed with the 20 complete applications?

Scholarship Applicants — 23 students

# Student Name Current Status
1Alice BrownApplication Complete
2Ben CarterApplication Complete
3Charlotte DavisApplication Complete
4Daniel EvansApplication Complete
5Emily FosterApplication Complete
6George HarrisApplication Complete
7Hannah IrvingApplication Complete
8Isaac JamesApplication Complete
9Jessica KingApplication Complete
10James LeeApplication Complete
11Katie MartinApplication Complete
12Liam NorrisApplication Complete
13Mia O'BrienApplication Complete
14Noah ParkerApplication Complete
15Olivia QuinnApplication Complete
16Peter RobertsApplication Complete
17Ruby ShawApplication Complete
18Samuel TaylorApplication Complete
19Sophie UnderwoodApplication Complete
20Tom WilsonApplication Complete
21Uma VickersApplication Received
22Victor WoodApplication Received
23William ZhangApplication Received
Yes, use the 20 complete ones
10:33 am

I'll allocate as follows:

  • Monday — first 10 (Alice Brown through James Lee) with the Head in Room A
  • Tuesday — next 10 (Katie Martin through Tom Wilson) with the Director of Studies in the Library

Should I assign them in alphabetical order, or would you like a different arrangement?

Alphabetical is fine
10:33 am
✓ Worked for 8s

Here's the full allocation plan for your approval:

Scholarship Interview — Slot Allocation

Monday 12 Jan — Head (Room A)
09:00 — Alice Brown
09:20 — Ben Carter
09:40 — Charlotte Davis
10:00 — Daniel Evans
10:20 — Emily Foster
10:40 — George Harris
11:00 — Hannah Irving
11:20 — Isaac James
11:40 — Jessica King
12:00 — James Lee
Tuesday 13 Jan — Director of Studies (Library)
09:00 — Katie Martin
09:20 — Liam Norris
09:40 — Mia O'Brien
10:00 — Noah Parker
10:20 — Olivia Quinn
10:40 — Peter Roberts
11:00 — Ruby Shaw
11:20 — Samuel Taylor
11:40 — Sophie Underwood
12:00 — Tom Wilson
This will assign 20 students to interview slots across 2 days.
confirmed, go ahead
10:34 am
✓ 20 students allocated

All 20 scholarship candidates are allocated:

  • Monday: 10 students with the Head in Room A (09:00–12:20)
  • Tuesday: 10 students with the Director of Studies in Library (09:00–12:20)

Would you like to send confirmation emails to the families?

Yes, send confirmations
10:34 am

Send confirmation emails

To 20 families
Content Personalised date, time, staff member, and location
This will send 20 emails to families.
yes, send them
10:35 am
✓ 20 confirmation emails sent

Confirmation emails sent to all 20 families with their assigned date, time, staff member, and location.

Scenario 4
Create the following meeting slots for next Monday between 9:00 and 12:00, 30 minute slots with 2 applicants per slot. The applicant will be able to choose their own slot when invited. We want to set up an auto-invite for internal Year 11 student meetings. When their application status changes to 'Application Complete', automatically send them a meeting invitation.
11:00 am
✓ Thought for 3s

I'll set up a self-select meeting for next Monday and configure auto-invites. Let me collect the details.

What would you like to call this meeting?

or type below
Year 11 Internal Meeting
11:01 am

Which staff member will be conducting these meetings?

Mrs Palmer
11:01 am
✓ Found staff member

Found Jane Palmer — Head of Year 11 (jane.palmer@school.com). Where will the meetings take place?

Room 3
11:02 am

A couple more details — what email should invitations come from, and should families be able to cancel or reschedule?

or type below
admissions@school.com, and yes they can reschedule but not cancel
11:02 am
✓ Worked for 4s

Here's the meeting I'll create:

Year 11 Internal Meeting

Booking Mode Families choose their own slot
Staff Jane Palmer — Room 3
Date Next Monday, 09:00 – 12:00
Slots 30 min, 2 applicants per slot
Cancel / Reschedule Reschedule only
Confirmed Reminder 1 day before at 8:30am
confirmed
11:03 am
✓ Meeting created

Now let me set up the auto-invite. Whenever a Year 11 student's status changes to "Application Complete", they'll automatically receive an invitation to book a slot.

Should the auto-invite start immediately, or on a scheduled date?

Start immediately
11:03 am
✓ Auto-invite active

Auto-invite is active! Year 11 students will automatically receive a booking invitation as soon as their application status reaches "Application Complete". The system will stop inviting when all slots are filled.

You'll get a notification when capacity reaches 75% and an email alert at 90%.

Edit the meeting here

Scenario 5
Create a bursary interview template. The interviewer needs to ask about the household income band, number of dependents, current school fees elsewhere, and whether they have supporting financial documents.
11:30 am
✓ Thought for 4s

I'll create a bursary interview template with those questions. Before I proceed, let me confirm the questions and their answer types.

1. Household income band — this sounds like it should be a dropdown with predefined bands. What ranges would you like?

Under £25,000 / £25,000–£50,000 / £50,000–£75,000 / £75,000–£100,000 / Over £100,000
11:31 am

Here's the template I'll create for your approval:

Bursary Interview — Template

# Question Answer Type Options
1Household income bandDropdownUnder £25k / £25k–£50k / £50k–£75k / £75k–£100k / Over £100k
2Number of dependentsNumber
3Current school fees elsewhereFree text
4Supporting financial documentsDropdownYes / No / In progress
5Additional notesFree text
Yes, create it
11:32 am
✓ Template created

Your Bursary Interview template is created with 5 questions. You can now assign it to any meeting.

Would you like to assign it to an existing meeting now?

Scenario 6
Our Year 12 interview day is next Thursday. Send a reminder to all confirmed applicants. Include the time, location, and what to bring (exam results, portfolio).
2:00 pm
✓ Found meeting

I found Year 12 Admissions Interview scheduled for Thursday 2 April. This has 18 confirmed and 4 unconfirmed bookings.

You mentioned confirmed applicants only — shall I send the reminder just to the 18 confirmed, or include the 4 unconfirmed as well?

Confirmed only (18)
2:01 pm

Send reminder — Year 12 Admissions Interview

To 18 confirmed families
Date Thursday 2 April
Includes Personalised time, location, and assigned interviewer
This will send 18 reminder emails.
send it
2:02 pm
✓ 18 reminder emails sent

Reminder emails sent to 18 confirmed families for Thursday's Year 12 interviews. Each email includes their personalised time slot, location, and assigned interviewer.

Scenario 7
3 applicants want to reschedule from Tuesday afternoon to Wednesday morning. Check if there are slots available and move them.
3:00 pm

I'll check availability and move those 3 applicants. Which meeting is this for?

The Year 7 Entrance Interview
3:00 pm
✓ Checked availability — 6 slots free Wednesday morning

Wednesday morning has 6 available slots — plenty of room for 3 families. Which 3 applicants need to move?

Sophie Green, Liam Harris, and Emma Thompson
3:01 pm
✓ Worked for 5s

Reschedule — 3 applicants

Student From To
Sophie GreenTue 7 Jan, 14:00 (Room 1)Wed 8 Jan, 09:00 (Room 1)
Liam HarrisTue 7 Jan, 14:20 (Room 2)Wed 8 Jan, 09:00 (Room 2)
Emma ThompsonTue 7 Jan, 14:40 (Room 1)Wed 8 Jan, 09:20 (Room 1)
Updated confirmation emails will be sent to families.
go ahead
3:02 pm
✓ 3 applicants rescheduled

All 3 applicants have been moved to Wednesday morning. Updated confirmation emails sent to families, and assigned staff have been notified. The Tuesday afternoon slots are now free for other bookings.

Scenario 8
The interviews are done. I need to record scores for each student. We assess on: academic potential (1-5), communication skills (1-5), and motivation (1-5). The Head also wants to add free-text notes.
3:30 pm
✓ Found meeting — no existing questions

I'll set up the scoring criteria for the Year 7 Entrance Interview. This meeting currently has no interview questions. Here are the questions I'll add:

Interview Scoring Questions

# Question Answer Type
1Academic potentialNumber (1–5)
2Communication skillsNumber (1–5)
3MotivationNumber (1–5)
4Interviewer notesFree text
Yes, add these
3:31 pm
✓ 4 questions added

4 questions added to the Year 7 Entrance Interview. How would you like to record the scores?

Download the scoring template
3:31 pm

Here's your scoring template:

Download the scoring CSV

The template includes all interviewed students with columns for Academic Potential (1–5), Communication Skills (1–5), Motivation (1–5), and Interviewer Notes.

Once you've filled it in, you can upload it here:

Upload completed scores

Scenario 9
How many interview slots are still available for next week? Which days have the most gaps? I need to know if we can fit in 5 more families.
2:15 pm

Let me check the slot availability. Which meeting are you looking at?

Year 7 Entrance Interview
2:15 pm
✓ Checked availability

Here's the slot availability for next week:

Year 7 Entrance Interview — Next Week Availability

Day Total Slots Booked Available
Monday 12 Jan12111
Tuesday 13 Jan1284
Wednesday 14 Jan1257
Thursday 15 Jan1293
Friday 16 Jan1266
Total603921

21 slots available across the week — more than enough for 5 additional families.

Best days for gaps:

  • Wednesday has the most availability (7 slots free)
  • Friday is next (6 slots free)
  • Monday is nearly full (only 1 slot left)

Would you like me to add the 5 families and allocate them to specific days?

Show me Wednesday's slots in detail
2:16 pm

Here are Wednesday's available slots:

Wednesday 14 Jan — Slot Detail

Time Staff Room Status
09:00Mr RichardsonRoom 1Available
09:20Mrs WilliamsRoom 2Booked
09:40Mr RichardsonRoom 1Available
10:00Mrs WilliamsRoom 2Available
10:20Mr RichardsonRoom 1Booked
10:40Mrs WilliamsRoom 2Available
11:00Mr RichardsonRoom 1Booked
11:20Mrs WilliamsRoom 2Available
13:00Mr RichardsonRoom 1Booked
13:20Mrs WilliamsRoom 2Available
13:40Mr RichardsonRoom 1Booked
14:00Mrs WilliamsRoom 2Available

7 slots are free — you could fit all 5 families on Wednesday with room to spare. Would you like me to allocate them?

Scenario 10
Set up a virtual meeting for overseas applicants. Use Microsoft Teams. Sessions on 3 consecutive Fridays at 4pm UK time. 30-minute slots, 2 applicants per slot, with our Mary Jones.
4:00 pm
✓ Thought for 3s

I'll set up a virtual meeting across 3 Fridays. Let me get the details sorted.

What would you like to call this meeting?

or type below
International Admissions Interview
4:01 pm
✓ Found staff member

I found Mary Jones — International Admissions Officer (mary.jones@school.com).

You mentioned Microsoft Teams — could you share the Teams meeting link? I'll include it in the invitation email so families can join directly.

https://teams.microsoft.com/l/meetup-join/abc123...
4:01 pm

Should families be able to cancel or reschedule?

Yes, both — these are overseas families so flexibility is important
4:02 pm
✓ Worked for 5s

Here's the meeting I'll create:

International Admissions Interview

Booking Mode Families choose their own slot
Staff Mary Jones — International Admissions Officer
Location Microsoft Teams (link included)
Cancel / Reschedule Both allowed
Confirmed Reminder 3 days before at 10:00am
From Email international@school.com
Sessions (3 Fridays)
Friday 3 April3 slots, 2 per slot
16:00 – 17:30 UK time · 30 min · Microsoft Teams
Friday 10 April3 slots, 2 per slot
16:00 – 17:30 UK time · 30 min · Microsoft Teams
Friday 17 April3 slots, 2 per slot
16:00 – 17:30 UK time · 30 min · Microsoft Teams
looks good, set it up
4:03 pm
✓ Meeting created

Your International Admissions Interview is set up:

  • 3 Fridays (3, 10, 17 April) from 4:00–5:30pm UK time
  • 3 slots per session, 2 applicants per slot
  • Microsoft Teams link included in all invitations
  • Mary Jones assigned to all sessions

Edit the meeting here

Would you like to invite overseas applicants now?

done
2m ago

Year 7 Entrance Interview created

4 sessions, weekdays 5–16 Jan, 20 min slots

done
2m ago

Staff assigned

Jo Leaver Cole (Head's Office), Richard Lewis (Meeting Room 2)

done
15m ago

20 scholarship candidates allocated

Mon: Head (Room A), Tue: DoS (Library)

auto
15m ago

20 confirmation emails sent

Scholarship Interview families notified

insight
just now

Capacity report generated

21 of 60 slots available next week

review
scheduled

Confirmed reminder emails

Scheduled: 2 days before each interview at 9am

done
1d ago

Year 12 interview template created

Bursary interview — 5 questions

auto
2d ago

Auto-invite active

Year 11 Internal Meeting — 8 students matched

insight
3d ago

Year 9 auto-invite paused

Capacity full — 8 students waiting

  • Yesterday
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