Workflow overview
Why this workflow matters
Relevant for managed services and support workflows. Supports knowledge capture and document intelligence use cases.
Run an AI-powered degree audit for each senior student. This template reads student rows from Google Sheets, evaluates completed courses against hard-coded program requirements, and writes back an AI Degree Summary of what's still missing (major core, Gen Eds, major electives, and upper-division credits). It's designed for quick advisor/registrar review and SIS prototypes. Trigger: Manual — When clicking "Execute workflow" Core nodes: Google Sheets, OpenAI Chat Model, (optional) Structured Output Parser Programs included: Computer Science BS, Business Administration BBA, Psychology BA, Mechanical Engineering BS, Biology BS (Pre-Med), English Literature BA, Data Science BS, Nursing BSN, Economics BA, Graphic Design BFA Who's it for Registrars & advisors** who need fast, consistent degree checks Student success teams** building prototype dashboards SIS/EdTech builders** exploring AI-assisted auditing How it works Read seniors from Google Sheets (Senior_data) with: StudentID, Name, Program, Year, CompletedCourses. AI Agent compares CompletedCourses to built-in requirements (per program) and computes Missing items + a short Summary. Write back to the same sheet using "Append or update" by StudentID (updates AI Degree Summary; you can also map the raw Missing array to a column if desired). Example JSON (for one student): { "StudentID": "S001", "Program": "Computer Science BS", "Missing": [ "GEN-REMAIN | General Education credits remaining | 6", "CS-EL-REM | CS Major Electives (200+ level) | 6", "UPPER-DIV | Additional Upper-Division (200+ level) credits needed | 18", "FREE-EL | Free Electives to reach 120 total credits | 54" ], "Summary": "All core CS courses are complete. Still need 6 Gen Ed credits, 6 CS electives, and 66 total credits overall, including 18 upper-division credits — prioritize 200/300-level CS electives." } Setup (2 steps) 1) Connect Google Sheets (OAuth2) In AlekSystem → Credentials → New → Google Sheets (OAuth2) and sign in. In the Google Sheets nodes, select your spreadsheet and the Senior_data tab. Ensure your input sheet has at least: StudentID, Name, Program, Year, CompletedCourses. 2) Connect OpenAI (API Key) In AlekSystem → Credentials → New → OpenAI API, paste your key. In the OpenAI Chat Model node, select that credential and a model (e.g., gpt-4o or gpt-5). Requirements Sheet columns:** StudentID, Name, Program, Year, CompletedCourses CompletedCourses format:** pipe-separated IDs (e.g., GEN-101|GEN-103|CS-101). Program labels:** should match the built-in list (e.g., Computer Science BS). Credits/levels:** Template assumes upper-division ≥ 200-level (adjust the prompt if your policy differs). Customization Change requirements:** Edit the Agent's system message to update totals, core lists, elective credit rules, or level thresholds. Store more output:** Map Missing to a new column (e.g., AI Missing List) or write rows to a separate sheet for dashboards. Distribute results:** Email summaries to advisors/students (Gmail/Outlook), or generate PDFs for advising folders. Add guardrails:** Extend the prompt to enforce residency, capstone, minor/cognate constraints, or per-college Gen Ed variations. Best practices (per AlekSystem guidelines) Sticky notes are mandatory:** Include a yellow sticky note that contains this description and quick setup steps; add neutral sticky notes for per-step tips. Rename nodes clearly:** e.g., "Get Seniors," "Degree Audit Agent," "Update Summary." No hardcoded secrets:** Use credentials—not inline keys in HTTP or Code nodes. Sanitize identifiers:** Don't ship personal spreadsheet IDs or private links in the published version. Use a Set node for config:** Centralize user-tunable values (e.g., column names, tab names). Troubleshooting OpenAI 401/429:** Verify API key/billing; slow concurrency if rate-limited. Empty summaries:** Check column names and that CompletedCourses uses |. Program mismatch:** Align Program labels to those in the prompt (exact naming recommended). Sheets auth errors:** Reconnect Google Sheets OAuth2 and re-select spreadsheet/tab. Limitations Not an official audit:** It infers gaps from the listed completions; registrar rules can be more nuanced. Catalog drift:** Requirements are hard-coded in the prompt—update them each term/year. Upper-division heuristic:** Adjust the level threshold if your institution defines it differently. Tags & category Category: Education / Student Information Systems Tags: degree-audit, registrar, google-sheets, openai, electives, upper-division, graduation-readiness Changelog v1.0.0 — Initial release: Senior_data in/out, 10 programs, AI Degree Summary output, append/update by StudentID. Contact Need help tailoring this to your catalog (e.g., per-college Gen Eds, capstones, minors, PDFs/email)? 📧 rbreen@ynteractive.com 📧 robert@ynteractive.com 🔗 Robert Breen — https://www.linkedin.com/in/robert-breen-29429625/ 🌐 ynteractive.com — https://ynteractive.com
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