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AI agent for executive coachs

Coaching Session Prep Agent

Every session starts with a clear view of commitments, progress and focus

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

What it does

A good coaching session starts from what the client committed to last time, but coaches often walk in without recalling it. Two days before each session this agent reads past notes, the client's goals, check-in replies and documents the client shared. It lists each commitment and whether it was done, and notes new events such as a reorganization or a missed target. A client who canceled last time gets prep based on the session before. It checks every commitment has a status, and if not, sends the client a short pre-session question. It drafts a one-page prep sheet with a suggested agenda and two or three questions. The coach decides the agenda.

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
Yes, continueApprovedNo 1 STARTS WHEN Session in two days 2 USES A TOOL Read past notes, goals and check-ins 3 USES A TOOL Read documents the client shared 4 DOES List commitments and their status 5 DOES Note new events since last session 6 CHECKS THE RESULT Does every commitment have a status? If not: send the client a short pre-session question andwait for the reply. Back to step 4. 7 DOES Draft prep sheet with agenda and questions 8 YOU APPROVE Coach reviews and sets the agenda 9 RESULT Prep sheet ready for the session
Read the steps as a list
  1. Session in two days
  2. Read past notes, goals and check-ins
  3. Read documents the client shared
  4. List commitments and their status
  5. Note new events since last session
  6. Does every commitment have a status?If not: send the client a short pre-session question and wait for the reply. Back to step 4.
  7. Draft prep sheet with agenda and questions
  8. Coach reviews and sets the agendaThe agent waits here for your OK.
  9. Prep sheet ready for the session

How it decides

It builds the agenda around open commitments and the goal with the least recent progress.

  • Open commitments come first
  • Focus on the goal with least progress
  • Skip canceled sessions when looking back

Make it yours

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

  • Days before session
  • Prep sheet length
  • Question style
  • Sources read

What keeps you in control

It always asks you first

  • Sending the pre-session question

Hard limits

  • Keeps client notes private
  • Never shares notes between clients

It stops when

  • Done: prep sheet ready
  • Stop: session canceled

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 happensA client had committed to delegate the weekly report and hold two skip-level meetings. Notes showed the report was delegated but nothing on the meetings, so the status check failed. The agent sent a short question, and the client replied that one meeting happened. The prep sheet suggested exploring what blocked the second. The coach used it to open the session.

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