How do I prepare for a session using recent work?
Start with the client timeline, then turn recent responses into a small set of questions for the session.
Open in CoachSheetsBefore you start
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Step by step
Open the client linked to the upcoming session.
Read recent submissions and any comments or session notes.
Use an AI summary if available, checking its key points against the original answers.
Note the questions you want to explore and any unfinished work to discuss.
After the session, choose the next worksheet or follow-up deliberately.
How you know it worked
You enter the session with context and a clear starting point.
How do I automatically send before and after a session?
Set separate preparation and recap rules tied to sessions. Each rule needs a worksheet and a supported timing choice.