How do I use AI to draft a worksheet?
Give AI a specific coaching goal, then review and edit its draft before using it with a client.
Open in CoachSheetsSign in to the correct coaching workspace. You need permission to manage this area.
Step by step
Open Conductor and ask it to create a worksheet for a specific coaching goal.
Describe the intended audience, coaching goal, and questions or exercise types you want.
Review the proposed prompts for clarity, fit, and unsupported assumptions before confirming creation.
Edit the draft in the builder, preview it, and save the worksheet.
How you know it worked
You have a coach-reviewed worksheet ready for a test send. AI output is a starting point.
If something looks different
If AI is unavailable, ask the workspace owner to check the team AI setting.
How can I try the client experience?
Use a test client with your own contact details to follow the complete experience before involving a real client.