- Service Automation
- AI Coaching Services
- Automated coaching summaries
Using AI: generate and send summaries of client coaching sessions for documentation and followup
Automating coaching session summaries streamlines the process of capturing, analyzing and delivering actionable insights. By integrating form submissions, transcripts and AI-driven analysis, coaches save time on manual documentation and ensure consistent, high-quality follow-up materials. This approach enhances client engagement by providing personalized guides and weekly summaries directly through preferred channels.
Filter by common apps:
Google Forms
AI by Zapier
Google Docs
Gmail
Google Drive
Webhooks by Zapier
Plaud
ChatGPT (OpenAI)
Formatter by Zapier
Email by Zapier
Typeform
Airtable
Fathom
Filter by Zapier
Google Sheets
Fireflies.ai
Files By Zapier
- Generate and send personalized coaching session guide from Google Forms responses, analyze with AI, create document, and email
- Analyze new Google Drive coaching call transcripts, extract insights, and send data via webhook
Analyze new Google Drive coaching call transcripts, extract insights, and send data via webhook
- Generate coaching document from PLAUD transcript, analyze with ChatGPT, format date, and email stakeholders
Generate coaching document from PLAUD transcript, analyze with ChatGPT, format date, and email stakeholders
- Analyze call transcripts, summarize key points, and send recommendations via email
Analyze call transcripts, summarize key points, and send recommendations via email
- Generate personalized coaching introduction from Typeform responses, find record in Airtable, create with ChatGPT, and append to Google Docs
Generate personalized coaching introduction from Typeform responses, find record in Airtable, create with ChatGPT, and append to Google Docs
- Capture coaching call transcripts in Google Docs and Google Sheets
Capture coaching call transcripts in Google Docs and Google Sheets
- Capture client responses, generate email summary, and update client record in Airtable
Capture client responses, generate email summary, and update client record in Airtable
- Send personalized email summaries from Fathom to clients via Gmail
Send personalized email summaries from Fathom to clients via Gmail
- Summarize coaching session transcripts, create a file, and store in Google Drive
Summarize coaching session transcripts, create a file, and store in Google Drive