Rachel, an executive coach serving CEOs at PE/VC firms, ran her practice on manual, time-intensive processes, hand-summarizing sessions, coordinating four subcontracted coaches in quarterly meetings, and sending session notes clients rarely acted on.
Clients were losing value between sessions, forgetting commitments and missing opportunities for self-awareness. Rachel wanted to differentiate in a crowded market without hiring engineers or building a custom platform, but had no clear path forward.
Mollie built a no-code automation pipeline using Granola, Zapier, Relay.app, and custom prompts to automatically flow coaching sessions from recording through transcription to personalized post-session emails and follow-up reminders, plus an AI assistant trained on the coach's methodology for between-session client support.
Once fully scaled, the automation pipeline saves Rachel an estimated 30+ minutes per client per week, with sessions flowing automatically from recording through transcription to personalized email drafts in her inbox.
Rachel applied feedback insights in her very next session after the Coaching Feedback Analyzer revealed she was "giving too much advice." She also developed her own coaching rubric, something she had needed for years but never had the data to create.
A complete, engineer-free automation pipeline connects recording to coaching summary to client delivery, built entirely with off-the-shelf tools. Associates at a separate PR agency client were also documented saving hours per week, reducing what was a multi-hour manual conference research task to approximately 10 minutes per client request.
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