Business owners: align coach check-ins into action rows

Business owners lose client action items when check-in transcripts remain unstructured, causing missed follow-ups and inconsistent coaching. Summaries append to a central sheet so coaches act quickly.

Overview

Manual transcript handling buries client action items and creates missed follow-ups. This workflow turns raw check-ins into one-line, coach-ready rows so operations and coaches act on standardized insights, helping ensure follow-ups happen and client tasks aren’t lost.

Notable Features

Extract client name and progress
Append standardized summaries to spreadsheet
Alert coaches about client action items