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AI agent for health coachs

Goal Adjustment Agent

Keep goals challenging and reachable

DecisionsHealthcare
See how it worksGet access
Goal Adjustment Agent: what goes in, what the agent does and what you get

What it does

Goals should change as clients progress, but many coaches leave them untouched for months. Every four weeks this agent compares each client's goals with actual results from check-ins and trackers. It sorts goals into on track, too easy or too hard, using how far results are ahead of or behind the planned pace. It drafts adjusted goals with a short reason for each, for the coach to discuss with the client. After the session, it records the agreed goals. Four weeks later it checks whether the new level fits. If it is still too easy or too hard, it suggests another adjustment. The coach and client agree every new goal. Edge case: weight loss faster than a safe pace is flagged for the coach to discuss with the client and their 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 4-week review 2 USES A TOOL Pull results 3 DOES Categorize goals 4 DOES Draft adjustments 5 YOU APPROVE Coach agrees new goals with client 6 CHECKS THE RESULT Is the new goal fitting after 4 weeks? If not: adjust again. Back to step 3. 7 RESULT Goal log
Read the steps as a list
  1. 4-week review
  2. Pull results
  3. Categorize goals
  4. Draft adjustments
  5. Coach agrees new goals with clientThe agent waits here for your OK.
  6. Is the new goal fitting after 4 weeks?If not: adjust again. Back to step 3.
  7. Goal log

How it decides

Results versus goal decide the category.

  • Over 120% met is too easy
  • Under 50% is too hard
  • Unsafe pace flagged

Make it yours

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

  • Review interval
  • Thresholds
  • Goal types
  • Format

What keeps you in control

It always asks you first

  • New goals

Hard limits

  • No medical goals

It stops when

  • Done: goals set
  • Stop: client ends

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 happensOn June 1, the agent reviewed 12 clients for dietitian Ana Cole. Client Ben Ward's goal of 10,000 steps a day was met 27 of 28 days, so it marked the goal too easy and drafted 12,000. The check on the draft found it clashed with his plantar fasciitis note, so it looped back and proposed two strength sessions instead. Ana approved the change and discussed it with Ben.

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