Business Pack
Coaching OS
A coach or practitioner running a book of clients.
Session notes are scattered, action items get promised and forgotten, and you rebuild each client’s history from memory before every call.
After one click
Not a blank workspace with a suggestion — this, with sample records already in it.
Sessions are the spine: what’s scheduled, what happened, what was missed — each one linked to its client and its action items.
What gets installed
Databases
Related to each other, not four disconnected lists.
Saved views
Already grouped and filtered — you open it and it makes sense.
Automations
Running from the moment the pack lands.
Starter agent
Wired to the workflow below — and gated, so it proposes and you decide.
The workflow, already built
Session flow — a real state machine on the records, not a status text field.
- Scheduled
- Done
- No-show
- Rescheduled
- Canceled
Because the stage is a real field, it can be filtered, grouped, counted, rolled up — and it can trigger things. That's what the agent below hangs off.
What the agent actually does
A session marked Done wakes the Session Notes Assistant, which drafts the notes and pulls out the action items as real records with owners. You approve before anything is committed.
It runs on your own Claude or ChatGPT over MCP — never metered, never marked up — or on nothing at all if you'd rather run the pack without AI. How agent runs work →
Install Coaching OS in one click.
Start free — 30 days of Pro, no card. Unlimited records, and your own AI is never metered.
Pack contents synced from the product's public preview, 2026-07-27.