Automate Your Coaching Reports with AI: A Step-by-Step Guide

Get the ultimate guide to creating automated coaching reports using AI tools!

The Problem We're Solving

Coaching professionals spend hours crafting detailed reports after every session. Imagine how much more impactful your coaching could be if you could focus on your clients rather than administrative tasks!

Meet Your AI-Powered Coaching Report Manager

Your new AI assistant will automate report creation, saving you time and enhancing client experience.

• Extracts data from transcripts
• Generates insights and action items
• Creates professional Google Docs reports

The Power of Automation

‍Transform raw transcripts into polished reports instantly. Here's what it does:

• Extracts main concerns and key insights
• Lists actionable items for clients
• Highlights important quotes
• Saves you hours of manual work

Setting It Up Together

‍Let's build this step by step:

Create Your RelevanceAI Agent

• Open a free account and create a new agent named "Coaching Report Manager."
• Add tools for text extraction and report generation.

Design Your Google Docs Template

• Choose a template, customize it with placeholders for dynamic content.
• Include sections for main concerns, insights, action items, and quotes.

Integrate with Make.com

• Connect your tools to automate data flow.
• Use webhooks to trigger report creation from transcripts.

Making It Work For You

‍Perfect for coaches who:

• Want to save time on admin tasks
• Aim to provide clients with detailed reports
• Want to strengthen client relationships

Frequently Asked Questions

‍Q: How long does it take to set up?
A: Just a few minutes! Follow the step-by-step guide, and you'll be up and running in no time.

Q: Can I customize the report template?
A: Absolutely! Tailor the template to match your branding and client needs.

Q: What if I don't have a transcript?
A: Use AI transcription tools to get started. We'll show you how!

Q: Is it free to use?
A: Basic features are free. Upgrades are available for advanced users.

‍Ready to Transform Your Coaching Business?

Agent:

Report Agent: https://app.relevanceai.com/agents/d7b62b/c10a0886dd08-4f6a-a6c3-47c01f99b560/1dc337c3-e851-49ae-b7c7-3683eb72e703/clone

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Tools:

File to Text: https://app.relevanceai.com/notebook/d7b62b/c10a0886dd08-4f6a-a6c3-47c01f99b560/a784e433-557e-4715-b57c-5d61ff9eca2d

Coach Report Tool: https://app.relevanceai.com/notebook/d7b62b/c10a0886dd08-4f6a-a6c3-47c01f99b560/248f024d-9f6a-4d59-95e9-07d5049620c7