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AI agent for health coachs

Weekly Client Check-in Agent

Keep clients on track between sessions

Weekly Client Check-in Agent: what goes in, what the agent does and what you get

What it does

Progress happens between sessions, and clients who struggle quietly often drop out. Each week this agent sends every client a short check-in about the actions they agreed: workouts done, meals logged, habits kept, energy and any problems. It compares the answers with the client's plan and flags low adherence, setbacks or worrying replies. For each client it drafts a short personal reply for the professional to edit and send, and prepares a summary before the next session. The following week it checks whether the issue improved. If not, it flags the client for a plan change at the next session. The professional approves every reply. Edge case: replies that mention injury, fainting or extreme food restriction go to the professional at once.

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 Check-in day 2 USES A TOOL Send check-in 3 DOES Compare with plan 4 DOES Draft reply 5 YOU APPROVE Professional edits and sends reply 6 CHECKS THE RESULT Did adherence improve next week? If not: flag for plan change at next session. Back tostep 3. 7 RESULT Session summary
Read the steps as a list
  1. Check-in day
  2. Send check-in
  3. Compare with plan
  4. Draft reply
  5. Professional edits and sends replyThe agent waits here for your OK.
  6. Did adherence improve next week?If not: flag for plan change at next session. Back to step 3.
  7. Session summary

How it decides

Answers compared with plan targets.

  • Under half of planned actions flags
  • Two weeks low flags plan review
  • Safety replies alert at once

Make it yours

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

  • Check-in day
  • Questions
  • Thresholds
  • Reply tone

What keeps you in control

It always asks you first

  • Replies to clients

Hard limits

  • No plan changes without the professional

It stops when

  • Done: weekly cycle
  • Stop: client pauses

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 Sunday, March 9, the agent sent check-ins to 18 clients of trainer Dana Ruiz. Client Mia Lopez reported 1 of 3 workouts done, the second low week in a row, so the agent flagged a plan review. The next week's check showed no improvement, so it looped back and flagged her again with a note about late shifts. Dana approved a reply offering 6 a.m. sessions, and Mia completed 3 of 3 the following week.

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