AI Use Overview
Emerging technologies, including artificial intelligence (AI), are increasingly embedded in student success system technologies. While many tools have been leveraging machine learning, the advancement of Generative AI (GenAI) and Large Language Models (LLMs) calls for a deeper analysis of when and how schools and districts should utilize these technologies, as well as strategies that enable staff and students to use the tools safely. This playbook outlines tasks AI and technology can automate and support the work of student success teams. It also offers student success teams information on optimal technology use to foster teams’ ability to determine appropriate use of AI for their unique communities.
While AI and automation can save hours of labor for staff, technology can make mistakes. In each play where automation is suggested, the student success team is encouraged to review content for accuracy and usefulness.
Click here to learn how we define AI in this playbook.
The Risk Analysis for AI in Student Success Systems framework helps student success teams evaluate when the use of AI offers meaningful value to their efforts relative to potential risks and how to evaluate that risk level. This playbook treats AI-generated content, such as intervention recommendations, as an idea generator that supports—but never replaces—human review and judgment. These tools can augment staff capacity but should never be seen as replacing humans. This work relies on relationships and holistic understanding of student needs and appropriate interventions for support.
Risk Analysis for AI in Student Success Systems: A Framework
This framework offers a matrix to consider whether the use of AI-enabled tools will meaningfully streamline workflows or specific tasks for student success teams. For example, if a task requires a minimal amount of human effort and introduces the need for significant human oversight, AI is likely not the right fit. On the other hand, if a task or workflow calls for a significant amount of human effort and the output wouldn’t require substantial human oversight, integrating AI into the workflow is likely worthwhile.
Click here for considerations for AI use and privacy standards.
AI Usage Disclosure
Human teams drove the development of this playbook, including creating the calendar-based orientation, as well as determining the topics and plays described throughout. The team that developed this playbook used AI for specific purposes, described below:
- Gemini Education / AI Pro for Education, Gemini 3 Flash were used to help summarize the key takeaways in spotlights and time of year summaries.
- Claude was used during spring 2026 in early drafts of the playbook introductory language to support the team in determining the right flow of subjects to support users in learning how to most effectively utilize this resource.
- Gemini Education / AI Pro for Education, Gemini 3 Flash were used to help identify provider and partner resources that were then reviewed by humans to confirm accuracy and reputability.