As a manager, the time you spend in individual meetings with your reports can shape their success. Maybe you've considered working with someone to improve your coaching skills, but between monitoring your team's workload and evaluating their work, you just can't find the time.

If that's you, use this template to build yourself an AI-driven meeting coach and note-taker. After every one-on-one Zoom call, you'll receive a comprehensive meeting summary with personalized coaching feedback. With detailed meeting notes, an analysis of your communication skills based on set target qualities, and trends in your feedback over time, you'll quickly be empowered to lead more effectively.

Why build an automated one-on-one meeting coach?

• Receive instant feedback on your coaching and communication style.
• Improve your active listening skills and question-asking techniques.
• Enhance your ability to set clear expectations and deliver constructive feedback.

What key features come with the one-on-one meeting coach template?

• AI-powered transcript analysis — After converting recordings to text, analyze your communication style and receive actionable coaching insights.
• Automated note-taking — Save time and stay focused during meetings with AI-generated notes that capture key points and action items.
• Trend tracking — Evaluate progress on your coaching skill development over time.
• Seamless notifications — Get feedback directly in Slack for immediate review.
• Centralized log — Store all feedback and summaries in an accessible table.
• Modular design — Easily build onto, modify, or customize this workflow to suit your needs.

Who should use the one-on-one meeting coach template?

The meeting coach this template builds is perfect for:

• Managers — Hone your coaching and communication skills.
• Project Managers — Keeping everyone on the same page with regular meeting summaries.
• Executives — Continue leveling-up your ability to lead high-value meetings.

How does this template work?

This template builds you a virtual coach that rapidly improves the way you lead one-on-ones. Here’s how it works:

• When a meeting is recorded, a Zap retrieves the meeting transcript and preps it for analysis.
• Key metrics, like your talk-listen ratio, are calculated. (You can change the target metrics to meet your specific goals.)
• AI generates tailored coaching feedback and a meeting summary.
• AI then analyzes feedback from the past two months—or a time frame you choose—to identify any trends or changes in your skills.
• The feedback, trend analysis, and meeting summary are logged in a Zapier table.
• Roughly 30 minutes after the meeting recording ends, you'll get a Slack DM with all the insights.

You'll find detailed setup instructions inside the template. Scroll down for a preview.

Preview the one-on-one meeting coach template

Ready to dive in? Click Use template at the top of this page. Setup instructions are in the canvas that comes with your template. Preview that canvas right here—just click and drag to move around the canvas and pinch to zoom.

Preview the One-on-one meeting coach and note taker template

Ready to dive in? Click Use template. Setup instructions are in the canvas that comes with your template—and you can preview that canvas right here: