Health Coach Guide

How to Automate Meeting & Session Notes as a Health Coach

You just finished a deep dive with Priya on her stress management plan. She opened up about her sleep and coffee habits. But before you can type the summary, your next client joins the Zoom room. That context slips away, and the follow-up email sits in drafts for two days.

The Current Reality

The Manual Way

Typing session notes into Google Docs after calls, then copying action items into a separate email draft to send later.

15 minutes per session
  1. Stop recording or end the video call
  2. Open a blank Google Doc and type out the conversation highlights
  3. Manually extract the 3-5 specific action items agreed upon
  4. Switch to Gmail and draft a personalized summary email
  5. Copy-paste the action items and hit send
  6. Update the client's progress tracker in a separate spreadsheet

With Christine AI

The Christine Way

Send a voice note right after hanging up. Christine transcribes it, formats the summary, emails the client, and updates their tracking sheet instantly.

You

Voice note: 'Just wrapped with Priya. Focus was reducing caffeine to 2 cups and morning walks. She needs to schedule her physical by Friday. Send her the recap.'

Christine

Transcribes audio, drafts a warm email summary with the action items, and sends it to Priya via Gmail.

You

Text: 'Log Priya's new goal: max 2 coffees/day starting tomorrow.'

Christine

Updates Priya's row in your Google Sheets habit tracker with the new constraint and date.

Time Saved Per Week

4.5 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] Hey Christine, just got off with Priya. We reviewed her week. She walked 4 times but struggled with sugar cravings Tuesday night. New plan: she's swapping evening tea for chamomile and prepping snacks on Sunday. Please email her the summary and remind me to check her snack log next Wednesday.
9:41 AM
Got it. I've drafted and sent the session summary to Priya covering the chamomile swap and Sunday prep. I also added a reminder to your calendar for next Wednesday at 9 AM to review her snack log. Want me to update her progress sheet with the 4 walks?
9:41 AM
Yes please. Also add that her energy rating was 6/10 this week.
9:42 AM
Done. Updated Priya's sheet: 4 walks logged, energy level set to 6/10. The trend line is ready for your next review call.
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.

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