Keep coaching call records searchable for CEOs and owners

Operations coordinators at coaching firms miss recorded calls and transcripts in inboxes, creating QA and compliance gaps. This logs calls to a searchable sheet so leadership can review.

Overview

Training businesses risk QA blind spots and compliance gaps when coaching recordings get lost. This workflow ensures every recorded coaching call and transcript lands in one searchable sheet, giving leadership a reliable single source of truth for reviews and coaching improvements.

Notable Features

Create time-stamped call entries
Attach transcripts to each record
Alert leadership when recordings arrive