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AI agent for health coachs

Coaching Session Prep Agent

Every session starts with a clear brief and ends with clear actions

PlanningHealthcare
See how it worksGet access
Coaching Session Prep Agent: what goes in, what the agent does and what you get

What it does

Good coaching sessions build on what happened since the last one, but prep often gets squeezed between calls. This agent pulls the last session notes, the agreed actions, the week's check-in answers and any tracker data. It drafts a one-page brief with wins, struggles, open questions and a suggested focus. It checks the brief for missing data and asks the client for anything missing before the session. After the session, it records the new actions and checks that each is specific and measurable, with a clear what and when. If an action is vague, it prompts the coach to tighten it. The coach approves the session plan. Edge case: if the client mentions a health problem outside coaching scope, it reminds the coach to suggest seeing a doctor.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
ApprovedYes, continueNo 1 STARTS WHEN Session tomorrow 2 USES A TOOL Pull notes and check-ins 3 DOES Draft brief 4 YOU APPROVE Coach runs session 5 DOES Record new actions 6 CHECKS THE RESULT Are actions specific and measurable? If not: prompt coach to tighten. Back to step 5. 7 RESULT Notes saved
Read the steps as a list
  1. Session tomorrow
  2. Pull notes and check-ins
  3. Draft brief
  4. Coach runs sessionThe agent waits here for your OK.
  5. Record new actions
  6. Are actions specific and measurable?If not: prompt coach to tighten. Back to step 5.
  7. Notes saved

How it decides

Wins and struggles from data.

  • Missing data requested
  • Vague actions tightened
  • Scope issues referred

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Brief format
  • Data sources
  • Action rules
  • Timing

What keeps you in control

It always asks you first

  • Session plan

Hard limits

  • No medical advice

It stops when

  • Done: notes saved
  • Stop: client cancels

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensBefore a Thursday session, the agent built a brief for coach Sam Ortiz on client Nora Fields. It found only 2 of 4 check-ins in the record, so the check failed. It looped back, pulled her tracker data and found sleep logs showing 5 hours a night. The final brief listed one win, the sleep issue and three questions. Sam approved the brief and used it to adjust her weekly targets.

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