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Executive Coach Guide

How to Automate Meeting & Session Notes as a Executive Coach

After a tough session with a C-suite leader like James Hartwell, your brain is fried. But you still have to transcribe sensitive notes about CEO conflicts from your car into unsecured text files on your laptop.

The Current Reality

The Manual Way

Typing rough notes in Apple Notes while parked, then copying them to encrypted folders and updating goal trackers in Excel later.

20 minutes per session
  1. Dictate or type raw thoughts into iPhone Notes right after the session ends.
  2. Move notes to a password-protected folder on your laptop before your next meeting.
  3. Manually update the client's development goal spreadsheet with new metrics.
  4. Draft a follow-up email summary to the coachee confirming homework assignments.
  5. File the session record in your billing system so invoices are accurate.

With Christine AI

The Christine Way

Speak a voice note in your car; Christine transcribes it, updates the specific goal tracker, and drafts the confidential follow-up email instantly.

You

Send a voice note: 'Session with James Hartwell. Discussed acquisition tension. Homework: stakeholder mapping by March 8. Update goal 2 confidence score to 4/5.'

Christine

Transcribes audio to text, saves it to an encrypted Google Doc, and updates the 'Confidence' metric in James's row in your Google Sheets tracker.

You

Text: 'Draft a follow-up email to James summarizing the stakeholder mapping homework and our reframing of the influence opportunity.'

Christine

Generates a professional email draft based on the voice note context and saves it to your Gmail drafts folder for review.

Time Saved Per Week

6 hours per week

Back in your pocket every single week — just for this one task.

Real Example

See it in iMessage

Just text Christine like you would a friend.

9:41

Christine

AI Secretary

🎤 Voice Note: "Just finished with Lisa Nakamura. We tackled her delegation scores. She admitted micromanaging the engineering sprint again. New action item: she delegates the code review to her lead dev by Friday. Update her Goal 3 status to 'In Progress'."
9:41 AM
Got it. I've transcribed the session notes to Lisa's private folder and updated her Google Sheet: Goal 3 (Delegation) is now marked 'In Progress'. Want me to draft a recap email to Lisa confirming the code review deadline?
9:41 AM
Yes, but keep it brief. Also, check when her mid-point 360 review is scheduled.
9:42 AM
Email drafted in your Gmail. Regarding the 360 review: Your calendar shows the survey sends May 1st, and the debrief is blocked for June 4th at 2 PM. Need me to move the debrief?
9:42 AM
Get Started Today

Stop doing this manually.
Let Christine handle it.

Christine is your AI secretary, available 24/7 via iMessage. One flat rate — no per-action fees, no learning curve.

Try Christine for $49/mo

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