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Director planning
Bring schedules, lead work, staffing needs, and open issues into a focused daily plan.
Daily plans · weekly summariesGPT skills for education teams Available
Give GPT the work
between your systems.
Reconcile an invoice. Plan a week of camps. Prepare trial follow-up. Let an agent answer calls, book calendar appointments, and handle scheduled or on-demand callbacks. Education Center skills bring your connected services together and return the work for review.
Completed client workflow · Invoice reconciliationShortened and anonymized · August 2026
The request to GPT
“Compare our last submitted Acme.org Partnership invoice with current enrollments. Find what’s missing and create the next report.”
The result, summarized
The missing enrollment days were reconciled.
- Matched the prior invoice to current enrollment records.
- Confirmed 19 billable child-days for the next invoice.
- Excluded 4 cancelled child-days using provider messages.
- Created and checked the Excel report.
Next invoice preparedWorkbook created in the original client task
A recap of an actual completed client interaction. Acme.org Partnership is an anonymized partner name. Family names and contact details are omitted.
Your request sets the goal. The skills guide the work. BOS controls access to the connected services.
Ask for the whole job
See what a useful request can set in motion.
Explore how skills carry a task across the systems your team uses.
Completed workflow · summarized above
Turn records into a checked report.
“Find enrollment days missing from the last invoice and prepare the next submission.”
What the skill brings together
- The last submission and its date range.
- Enrollment records for the requested period.
- Authorizations, cancellations, and any gaps.
- A formatted workbook with checked totals.
You get the findings and a file to review.
Report created for staff review. Submission is a separate step.
Illustrative workflow · example request
Plan seats one day at a time.
“Show next week’s paid camp registrations and Acme.org Partnership drop-ins by day. Find open seats and flag placements that need review.”
What the skill checks
- Paid registrations for each camp section.
- Partner drop-ins on their actual attendance days.
- Capacity, peak occupancy, and open seats.
- Unassigned students and possible earlier-camp options.
The output is a daily capacity view and a short review list.
Illustrative skill walkthrough. Counts and recommendations require your center’s live records.
Illustrative workflow · example request
Bring the booking and the lead together.
“Compare this week’s trials with the calendar and parent emails. Flag mismatches and draft the follow-up for confirmed bookings.”
What the skill checks
- Trial records and their current lead stage.
- Matching calendar bookings and cancellations.
- Parent messages that clarify the appointment.
- Confirmed matches, gaps to review, and supported drafts.
The team gets a reconciled trial list and follow-up to review.
A skill walkthrough. Drafts depend on verified booking details; missing evidence stays visible.
The skills in your corner
Built around the director’s day.
Each skill brings the checks, source choices, and output format for a specific job.
02
Classes and camp capacity
Review rosters, section capacity, paid registrations, and partner attendance by day.
Rosters · open seats · placement review03
Trials and enrollment
Match leads to bookings and enrollment evidence. Surface gaps before the next follow-up.
Lead Director · calendar · student records04
Parent communications
Read the relevant message history, prepare a response, and identify issues for staff review.
Email evidence · drafts · escalation05
Invoices and reimbursement
Compare attendance evidence with prior reports and prepare the required reimbursement workbook.
Acme.org Partnership · reconciliation · Excel06
Marketing and attribution
Prepare campaigns and review how paid leads progress toward trials and enrollment.
SendGrid · paid leads · outcome reportsFrom lead lookup to agent calling
Find the lead.
Ask your agent to call.
See the lead’s details and path toward enrollment in GPT. Then ask your configured voice agent to make the next call.
Connect your phone and calendar services so conversations can lead to booked appointments and timely follow-up.
Explore Lead Director →
Example follow-up request
Have the agent call Tweedle Dee
GPT checks the selected lead’s available calling action, requests the authorized call, and reports the returned status.
Lead detailsAgent callCall status
Illustrative continuation of the real lookup above. Calling depends on current eligibility and your configured services.
Auto-answer incoming calls
Let your configured agent greet callers, answer questions, and capture what families need.
Book on your calendar
Use connected calendar availability to offer appointment times and book the selected slot during the conversation.
Follow up at the right time
Schedule an agent callback for an agreed time, or request an on-demand call from GPT after finding the lead.
Connected services
The right source for each part of the job.
The skills use your center’s configured connections. Available work depends on your role and the services you have enabled.
Calimatic
Classes, students, enrollments, capacity, and attendance evidence.
Google Calendar
Trial bookings, schedules, availability, and appointment checks.
Gmail
Parent correspondence, provider notices, and submitted attachments.
Lead Director
Lead records, current stages, and the path toward enrollment.
Google Drive & Sheets
Shared documents, templates, and configured spreadsheet workflows.
Acme.org Partnership evidence
Care authorizations and cancellations supplied through connected records and emails.
SendGrid
Campaign preparation and approved delivery through the configured workflow.
Voice & messaging
Auto-answer, calendar bookings, and scheduled or on-demand agent callbacks through configured voice services.
Get started
Connect your center.
Start with one useful job.
Education Center is a GPT skills package built on BOS. Set it up in a supported client, then connect the services your team uses.
- Install BOS and Education Center
Use the product packages for your supported GPT client. BOS supplies the platform connection.
- Choose your center and connect services
Sign in, confirm your organization and role, and complete the requested service connections.
- Ask for a specific outcome
Start with one week of camp capacity, one invoice period, or one set of trials. Review the sources and result.
Before you begin
Know how the work is handled.
How is this different from Lead Director?
Lead Director provides the lead pipeline and staff workflow. Education Center packages skills for work across education operations, including Lead Director and connected enrollment, calendar, email, and reporting services.
Does a prompt send messages or change records?
The requested task, your role, and the workflow determine what can run. Drafts and reports are identified as such. Sending and record changes follow the relevant authorization and approval steps.
What happens when sources disagree?
The skills surface conflicts, incomplete matches, and missing evidence. The team can review those exceptions before acting on the result.
Do all centers use the same integrations?
Your setup selects the supported services for your center. A listed workflow needs its relevant connections and permissions. Ask about current fit and terms before making a paid commitment.