Create structured client coaching notes from chat messages

Your coach-client chat messages are unstructured, so session details and action items get lost. You get concise summaries logged to a client notes table for fast follow-up and weekly reports the same day.

Overview

If your coaching chats arrive as freeform messages, important session details slip through the cracks and handoffs slow down. This flow turns those chats into structured, summarized client notes and reporting-week entries, so coaches and coordinators can act and prepare weekly reports the same day.