Meeting Agent
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:
Got it — Jo Leaver Cole and Richard Lewis. What are the two room names?
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?
Should families be able to cancel or reschedule their appointment?
Would you like to send a reminder to confirmed families before the meeting? If so, how many days before and what time?
And a reminder for families who haven't confirmed?
What email address should invitations come from? I'd suggest the school contact email.
And the reply-to address — same one, or different?
I'll call it "Year 7 Entrance Interview" — does that work as the title families see in the invitation?
Would you like to add a description for the invitation email?
Here's what I'll set up — take a look:
Year 7 Entrance Interview
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
Would you like to add students to the meeting now?
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.
And a brief description for the email?
When should the meeting slots be available? I'll need the date range, times, and how long each slot should be.
How many families per slot?
Which staff member will be conducting these meetings?
Found Helen Carter — Admissions Officer (helen.carter@school.com). Where will the meetings take place?
For the unconfirmed reminder — you mentioned 5 days. What time should the reminder go out?
Should families be able to cancel or reschedule once booked?
And what email address should the invitation come from?
Here's the meeting setup — take a look:
Year 7 Admissions Meeting
Your Year 7 Admissions Meeting is ready! Families will be able to choose their own slot from the booking page.
Would you like to add students and send out the invitation emails now?
I can allocate those scholarship candidates. Let me find the right meeting first.
Which meeting should I allocate them to?
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.
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?
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 |
|---|---|---|
| 1 | Alice Brown | Application Complete |
| 2 | Ben Carter | Application Complete |
| 3 | Charlotte Davis | Application Complete |
| 4 | Daniel Evans | Application Complete |
| 5 | Emily Foster | Application Complete |
| 6 | George Harris | Application Complete |
| 7 | Hannah Irving | Application Complete |
| 8 | Isaac James | Application Complete |
| 9 | Jessica King | Application Complete |
| 10 | James Lee | Application Complete |
| 11 | Katie Martin | Application Complete |
| 12 | Liam Norris | Application Complete |
| 13 | Mia O'Brien | Application Complete |
| 14 | Noah Parker | Application Complete |
| 15 | Olivia Quinn | Application Complete |
| 16 | Peter Roberts | Application Complete |
| 17 | Ruby Shaw | Application Complete |
| 18 | Samuel Taylor | Application Complete |
| 19 | Sophie Underwood | Application Complete |
| 20 | Tom Wilson | Application Complete |
| 21 | Uma Vickers | Application Received |
| 22 | Victor Wood | Application Received |
| 23 | William Zhang | Application Received |
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?
Here's the full allocation plan for your approval:
Scholarship Interview — Slot Allocation
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?
Send confirmation emails
Confirmation emails sent to all 20 families with their assigned date, time, staff member, and location.
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?
Which staff member will be conducting these meetings?
Found Jane Palmer — Head of Year 11 (jane.palmer@school.com). Where will the meetings take place?
A couple more details — what email should invitations come from, and should families be able to cancel or reschedule?
Here's the meeting I'll create:
Year 11 Internal Meeting
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?
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%.
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?
Here's the template I'll create for your approval:
Bursary Interview — Template
| # | Question | Answer Type | Options |
|---|---|---|---|
| 1 | Household income band | Dropdown | Under £25k / £25k–£50k / £50k–£75k / £75k–£100k / Over £100k |
| 2 | Number of dependents | Number | — |
| 3 | Current school fees elsewhere | Free text | — |
| 4 | Supporting financial documents | Dropdown | Yes / No / In progress |
| 5 | Additional notes | Free text | — |
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?
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?
Send reminder — Year 12 Admissions Interview
Reminder emails sent to 18 confirmed families for Thursday's Year 12 interviews. Each email includes their personalised time slot, location, and assigned interviewer.
I'll check availability and move those 3 applicants. Which meeting is this for?
Wednesday morning has 6 available slots — plenty of room for 3 families. Which 3 applicants need to move?
Reschedule — 3 applicants
| Student | From | To |
|---|---|---|
| Sophie Green | Tue 7 Jan, 14:00 (Room 1) | Wed 8 Jan, 09:00 (Room 1) |
| Liam Harris | Tue 7 Jan, 14:20 (Room 2) | Wed 8 Jan, 09:00 (Room 2) |
| Emma Thompson | Tue 7 Jan, 14:40 (Room 1) | Wed 8 Jan, 09:20 (Room 1) |
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.
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 |
|---|---|---|
| 1 | Academic potential | Number (1–5) |
| 2 | Communication skills | Number (1–5) |
| 3 | Motivation | Number (1–5) |
| 4 | Interviewer notes | Free text |
4 questions added to the Year 7 Entrance Interview. How would you like to record the scores?
Here's your scoring template:
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:
Let me check the slot availability. Which meeting are you looking at?
Here's the slot availability for next week:
Year 7 Entrance Interview — Next Week Availability
| Day | Total Slots | Booked | Available |
|---|---|---|---|
| Monday 12 Jan | 12 | 11 | 1 |
| Tuesday 13 Jan | 12 | 8 | 4 |
| Wednesday 14 Jan | 12 | 5 | 7 |
| Thursday 15 Jan | 12 | 9 | 3 |
| Friday 16 Jan | 12 | 6 | 6 |
| Total | 60 | 39 | 21 |
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?
Here are Wednesday's available slots:
Wednesday 14 Jan — Slot Detail
| Time | Staff | Room | Status |
|---|---|---|---|
| 09:00 | Mr Richardson | Room 1 | Available |
| 09:20 | Mrs Williams | Room 2 | Booked |
| 09:40 | Mr Richardson | Room 1 | Available |
| 10:00 | Mrs Williams | Room 2 | Available |
| 10:20 | Mr Richardson | Room 1 | Booked |
| 10:40 | Mrs Williams | Room 2 | Available |
| 11:00 | Mr Richardson | Room 1 | Booked |
| 11:20 | Mrs Williams | Room 2 | Available |
| 13:00 | Mr Richardson | Room 1 | Booked |
| 13:20 | Mrs Williams | Room 2 | Available |
| 13:40 | Mr Richardson | Room 1 | Booked |
| 14:00 | Mrs Williams | Room 2 | Available |
7 slots are free — you could fit all 5 families on Wednesday with room to spare. Would you like me to allocate them?
I'll set up a virtual meeting across 3 Fridays. Let me get the details sorted.
What would you like to call this meeting?
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.
Should families be able to cancel or reschedule?
Here's the meeting I'll create:
International Admissions Interview
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
Would you like to invite overseas applicants now?