Session summaries checked before coaches see them
You record every coaching session. Turning long transcripts into commitments and next agendas is slow, and early AI summaries stated things nobody said.
Before and after.
An executive coaching firm records every client session, but the value is in what comes next: commitments, the next agenda and follow-up. Doing that by hand from long transcripts was slow and inconsistent, and early AI summaries sometimes stated things that were never said.
- Commitments pulled from transcripts by hand
- Slow, inconsistent follow-up
- AI summaries that stated things never said
- Overviews delivered the same day
- Every summary checked against the transcript
- Every commitment carried into the next session
What we built, step by step.
Bring in the recording
Each session transcript arrives from the recording tool and is cleaned up before any AI step.
Pull out discussion points
Commitments, homework and next agenda items each become their own tracked item, linked to the session and client.
Check against the transcript
A review agent compares the summary with the transcript across 8 kinds of mistakes. Problems are flagged, never passed through quietly.
Send to Gmail
The coach reviews the overview and turns it into a client email draft with one button.
From busywork to running on its own.
The problem
An executive coaching firm records every client session, but the value is in what comes next: commitments, the next agenda and follow-up. Doing that by hand from long transcripts was slow and inconsistent, and early AI summaries sometimes stated things that were never said.
What we built
We built workflows that clean each transcript, pull out discussion points, draft the session overview and turn every takeaway, homework item and commitment into its own tracked item. Before a coach sees anything, a review agent checks the summary against the transcript for 8 kinds of made-up content and flags problems.
What changed
Coaches get overviews the same day and can turn one into a client email draft with a single button, now rolled out to every coach. Items only close after both an AI check and a human check, and re-running a session never creates duplicates or overwrites a coach's edits.
Built in-house by our founder, before or alongside Workchestra. Names and numbers in the screens are samples; the results are real.
Want this for your team?
A free 20-minute call with the founder. We will tell you honestly if it is worth automating.