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AI Hub › Your Agents › New Agent

Untitled agentBack-to-School ReadinessDraftReady to test

Describe the job to Kit and the draft will appear here.

Checks whether each district will be ready for its first day of school, and flags the ones that will not.

How it works0 of 4 set3 of 4 set4 of 4 set

TriggerUpdated

Account profile: 21 days before Aug 15

Account profile: 21 days before each district’s First Day field. Year-round districts get checked in June.

GathersUpdated

Not set yet.

Rostering sync by school, teacher account activation, SIS credential status

Rostering sync by school, teacher activation vs. each district’s Activation Goal field, SIS credential status

ReasonsUpdated

Not set yet.

Compares to the district’s own target

Separates “not ready” from “not started”

Names the district tech lead, not the superintendent

Compares to the district’s own target

Separates “not ready” from “not started”

Names the district tech lead, not the superintendent

Flags a missing First Day as a likely lapsed renewal or admin change

Delivers

Not set yet. Waiting on your answer in Kit.

Note on the district account, plus a task for the CSM when anything is flagged

KitAgent BuilderBuilding: Back-to-School Readiness–×

Every summer I want an agent that checks whether each district is ready for the first day of school: rostering synced, teacher accounts activated, SIS credentials still valid. Flag the districts that won’t make it.

Good start. You named the result and the people who act on it, which is what makes an agent reliable. I drafted it on the left, and I can read rostering, activation, and integration status on my own. Four things from readiness checks that work:

What makes readiness checks workApplied to draft

1Start early enough to fix things. Three weeks out gives a district time to renew credentials, not just hear about them.

2Compare to the district’s own target. A 90% district and a 70% district are both on track if that is what they set.

3Separate “not ready” from “not started.” They are different conversations with different people.

4Name who can act. Usually the district tech lead, not the superintendent. I will call that out.

Our districts set their own activation targets, so use those. And some of our districts are year-round and start in July. Don’t assume August.

Got it. I will read the target from each district’s Activation Goal field and anchor the trigger to its First Day field, so year-round districts get checked in June. One question: when a district has no First Day set, should I flag it or skip it?

Flag it. In our world that usually means the renewal didn’t go through or the admin changed and nobody told us.

Added to Reasons, with that explanation so the CSM knows why it was flagged. Last question: where should the result go? For readiness checks, most teams want a note on the account, plus a task when something is flagged.

Note on the account + task when flagged (recommended)Note onlyEmail the CSM

Done. Back-to-School Readiness is ready to test. I would run it on three districts first, one year-round, before you turn it on for all 212.

Reply to Kit...

ClaudeChurnZero ConnectSame agent, two minutes later

Run our Back-to-School Readiness agent on Maplewood USD and tell me if I should call the district this week.

ChurnZero Connect ·run_agent· Back-to-School ReadinessCustom· Maplewood Unified School DistrictRunning...Done · 6s

agent: back-to-school-readiness · account: maplewood-usd · result: 2 flags, 1 ok, 1 history · note saved · task created (Aug 12)

Yes, call this week. Maplewood’s first day is Aug 18, 22 days out, and your agent found two problems against the district’s own targets: three high schools have not synced rostering, and teacher activation is at 86% against a 90% goal. It also matched last year’s pattern, when two schools missed week one because SIS credentials expired over summer. The same three high schools are on this year’s renewed-credentials list.

The person to call is Maria Olson, District Tech Lead. The agent already saved the note on the account and created an Aug 12 go-live check for you. Want me to draft the email to Maria with the SIS credential checklist attached?

Reply to Claude...

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