What it is
CoachOS (marketed as The Coach Loop) is an AI-powered back-office platform for independent coaches and coaching practices. The platform records and transcribes live sessions, generates AI-written recap emails, creates pre-session briefs, extracts action items for homework tracking, and automates invoicing through Stripe. A meeting bot (integrated with Recall.ai) can join Zoom, Google Meet, or Microsoft Teams calls based on connected Google Calendar or Outlook entries; audio is transcribed by AssemblyAI and analyzed by Google Gemini to produce structured recaps and briefs, typically delivered within about 90 seconds after a session. Setup is described as minimal (connect a calendar, run sessions, and the AI handles post-session tasks); The Coach Loop offers a 14-day free trial and subscription plans. The company notes it is not a HIPAA Business Associate and recommends coaches obtain informed recording consent from clients where required by law.
Key features
Key features include automated AI session recaps that record, transcribe, and distill audio into polished recap emails sent to clients automatically, often within 90 seconds. Pre-session briefs are generated 24 hours before calls and summarize prior context, homework status, and suggested focus areas. Homework tracking extracts action items, sends nudges via SMS or email, and displays completion rates. A client health dashboard uses a traffic-light visual to surface clients who need attention. Invoicing integrates with Stripe to auto-generate invoices after sessions and accept client payments. The platform provides a per-client portal with recap history, homework, and asynchronous messaging. Integrations include Google Calendar, Outlook, Zoom, Google Meet, and Microsoft Teams. Technical components cited on the site include Recall.ai for the meeting bot, AssemblyAI for transcription, Google Gemini for analysis, TLS in transit and encrypted storage at rest.
Use cases
Use cases described on the site target independent and small-practice coaches who want to reduce post-session administrative work, prepare for calls with automated briefs, and maintain consistent client communication via standardized recap emails. The tool is positioned for coaches who need homework tracking, automated nudges, and a centralized client portal to replace scattered email threads. Pro and Business plans address practices that require unlimited clients, Stripe invoicing, SMS nudges, multiple coach seats, custom branding, API access, and SSO for team workflows. The company also notes limitations: it is intended for professional coaching rather than licensed healthcare, and coaches must manage recording consent and data handling for sessions that include sensitive disclosures.
