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Grok Bot+18 agentsSession Notes to Action Plan
Turn rough coaching session notes into structured notes, client-chosen commitments with dates, and a recap email.
$9
Session Notes to Action Plan
Example session with this skill installed
Write up my notes from today's session with Maya and draft the recap email. Session 3 of 6, Tuesday 6 October 2026, 60 min. Next session Tuesday 20 October at 10:00.
Rough notes (fictional client):
check-in: sent the email to her manager asking about the lead role - DONE. was proud of it. "speak first in standup" only once out of 4, froze the other times. energy 6/10, tired, big deadline last week.
focus: wants to prepare for the convo with manager on Friday
- said "I keep waiting to be picked" - big moment, went quiet after
- realises she frames her work as "helping" others, never as leading
- wrote down 3 projects where she actually led (onboarding redesign, design system, intern program)
she'll: draft 3 talking points about those projects by Thursday, have the convo with manager Friday, say no to at least one extra request this week
I suggested asking a peer for feedback on how she comes across in meetings - she said "not yet, maybe after Friday"
my thoughts: she minimises wins every time. perfectionism? explore next time. check in on energy, 2 weeks of deadlines coming
- Read your context and instructions
- Compiled the session notes to
Session 3: Maya Laurent
Tuesday 6 October 2026 · 60 min · Package: 3 of 6 sessions used
Check-in
| Actions from last session | Email to her manager about the lead role: done, and she was proud of it. Speak first in stand-up: partly, once out of four stand-ups. |
|---|---|
| Energy (1-10) | 6, tired after a big deadline last week |
| Wins since last time | Sent the email to her manager |
Focus for today
Prepare for Friday's conversation with her manager about the lead role.
Key insights
- "I keep waiting to be picked."
- She describes her work as "helping" others, never as leading.
- She has already led three projects: the onboarding redesign, the design system, and the intern programme.
Commitments
| # | Action | By when | Support needed |
|---|---|---|---|
| 1 | Draft three talking points about the projects she led | Thursday 8 October 2026 | [What would help] |
| 2 | Have the conversation with her manager about the lead role | Friday 9 October 2026 | [What would help] |
| 3 | Say no to at least one extra request | Sunday 11 October 2026 (end of this week) | [What would help] |
Coach notes (private)
- Suggested, not agreed: asking a peer for feedback on how she comes across in meetings. Maya said "not yet, maybe after Friday".
- She minimises her wins each time. Possible perfectionism: explore next session.
- Check in on energy: two weeks of deadlines coming up.
Next session
Tuesday 20 October 2026, 10:00 · Possible focus: debrief of Friday's conversation with her manager
Recap email
Subject: Recap of today's session and your next steps
Hi Maya,
Thanks for today. Sending that email to your manager was a real step, and naming the three projects you led gives you solid ground for Friday.
Your commitments
- Draft three talking points about the projects you led, by Thursday 8 October
- Have the conversation with your manager on Friday 9 October
- Say no to at least one extra request this week
Next session: Tuesday 20 October at 10:00.
If anything comes up before Friday, just email me.
Priya
To confirm (for the coach only)
- "This week" was converted to Sunday 11 October 2026.
- "Support needed" was not discussed; fill it in or remove the column.
Store these notes securely, as they contain personal client information.
Connects securely to your tools. The creator never sees your data.
What you get
About this skill
Paste your scribbled notes, a voice-memo transcript or a call transcript. You get a clean session record and a recap your client will actually read.
What you get
- Check-in on last session's actions, focus for today and key insights in the client's words
- A commitments table: verb-first actions, real dates and support needed
- Private coach notes, kept separate
- The next session date and possible focus
- A recap email under 150 words
What makes it reliable
- Only records commitments the client agreed to; your suggestions they declined stay in your private notes
- Converts "by Thursday" or "this week" into real dates from the session date
- Your private notes never appear in the email
- Flags risk signs for you and keeps them out of the email; never diagnoses
Good to know
- Works with Claude Code, the Claude app and other agents that support SKILL.md
- Pure instructions: no scripts, no network calls, no dependencies
- Never invents facts about you or your clients; unknowns stay as [placeholders]
- Includes a worked example with a fictional client in examples/
- Not therapy, medical or legal advice
How to install
Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.
- 1
Download the ZIP
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- 2
Unzip into your skills folder
Every agent reads skills from one folder on your machine. Drop the unzipped folder in there.
- 3
Ask your agent to use it
Restart the agent if it was already running. It picks the skill up automatically - no config needed.
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Click the path to copy it. Create the folder if it does not exist yet.
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