How-to

How do I use a next-worksheet recommendation?

Treat a recommendation as an option to review, not an instruction to send automatically.

Open in CoachSheets
Before you start

Sign in to the correct coaching workspace. You need permission to manage this area.

Step by step

  1. Open the client’s completed work and available AI insights or recommendations.

  2. Read the suggested worksheet and the reason for it.

  3. Preview the worksheet and decide whether it fits the client’s goal and current capacity.

  4. Adapt it if needed, then deliberately send it through the assignment flow.

How you know it worked

The next assignment reflects your coaching judgment.

If something looks different

If no recommendation is available, choose a template yourself from the library.

YOUR NEXT STEP

How do I send my first worksheet?

Choose one useful exercise, send a secure link, then review the response before deciding what comes next.