Weekly Insights from Coaching Calls

Relay.app screenshot of: Weekly Insights from Coaching Calls
Relay.app screenshot of: Weekly Insights from Coaching Calls

If you have lots of meetings, this AI workflow gives you an easy way to create synthesized takeaways.

Every week, it will look up all of the meeting notes from Fathom, create a summary report, and send it to you over Slack.

Steps in this workflow

1
Trigger
2
Look up Fathom Meeting Notes
3
Create AI Insights Report
4
Transform Report to Markdown
5
Send Report Over Slack

How it works

Relay.app screenshot of: Trigger
1
Trigger
Trigger Trigger
Every workflow starts with a trigger. When the triggering action is detected, usually an action in another app, a new run of the workflow is kicked off.
Documentation
descriptionTriggers 101
Relay.app screenshot of: Step 2: Look up Fathom Meeting Notes
2
Look up Fathom Meeting Notes
Action Find email(s)
Documentation
descriptionFind steps
Relay.app screenshot of: Step 3: Create AI Insights Report
3
Create AI Insights Report
Action Prompt GPT-4o
Relay.app’s built-in AI actions, Custom Prompt steps and mini Agents make it easy to leverage AI in a predictable, controlled way.
Prompt used
You are tasked with creating a synthesized report of the takeaways from a set of meeting notes from coaching calls with clients. Your goal is to distill the key points, common themes, and important insights from these notes into a clear and concise report. The meeting notes can be found in the bodies of the attached emails. To create your synthesized report, follow these steps: 1. Carefully read through all the meeting notes. 2. Identify the main topics or themes that appear across multiple meetings. These could include common challenges, goals, or areas of focus for the clients. 3. For each main theme, collect the relevant takeaways, insights, or action items mentioned in the notes. 4. Look for any patterns or trends in the clients' progress, challenges, or needs. 5. Synthesize this information into a cohesive report, organizing it by the main themes you identified. 6. Include any particularly noteworthy or unique insights that don't fit into the main themes but seem important. Your final report should be structured as follows: Executive Summary Provide a brief overview of the main themes and most important takeaways (2-3 sentences). Main Themes For each main theme: Name of the theme - List 3-5 bullet points of key takeaways or insights related to this theme Additional Insights Include any other important takeaways that don't fit into the main themes (if applicable). Conclusion Summarize the overall findings and their implications for future coaching sessions (1-2 sentences). Additional guidelines: - Be concise and clear in your writing. - Use professional language, avoiding jargon unless it's specifically used in the meeting notes. - Do not include any identifying information about specific clients. - Focus on actionable insights and concrete takeaways rather than vague observations. - If you notice any contradictions or inconsistencies in the notes, mention them in your report. Remember, your goal is to provide a high-level synthesis that captures the most important and recurring elements from these coaching sessions. This report should give a clear picture of the key areas of focus, progress, and challenges across all the clients discussed in these notes.Ensure that your report is concise, clear, and focuses on the most important information gleaned from the meeting notes. Use a friendly and informal tone. Use bullet points and emoji to make the content more readable. Generate the report in markdown to look good in a Slack message.
Documentation
descriptionAI steps
descriptionPrompt tips
Relay.app screenshot of: Step 4: Transform Report to Markdown
4
Transform Report to Markdown
Action Data transformation
Transform steps let you transform your data, such as multiplying a number, converting a number to a string, or adding a couple of days to date.
Documentation
descriptionTransform data
Relay.app screenshot of: Step 5: Send Report Over Slack
5
Send Report Over Slack
Action Send message
Documentation
descriptionActions 101