đ Works best with your call recorder. Connect Fathom, Fireflies, or Zoom and Jeremy AI pulls the session for you, no pasting.
Paste a session transcript. Get a 5-bullet recap, exactly 3 homework items, an accountability text and a note for next session. One file. Nothing sent.
You'll see the transcript pasted in, the recap pack built, and the recap, the homework, the text draft and the next-step note. Nothing is sent.
What this use case does and who it's for
You finish a coaching call. Now comes the admin: write the recap, set the homework, text the client, plan the next call. It eats 20 minutes a session, and it's the first thing that slips. Jeremy AI does it from the transcript. You get one Markdown file with:
A 5-bullet recap of the session.
Exactly 3 homework items for the client. Each has a due day and a "done when" check.
A short, friendly accountability text DRAFT to the client.
A one-line next-step note for you, for the next session.
It's for 1:1 coaches, group coaches and consultants. You stay in charge. Everything is a draft. Jeremy AI never texts your client.
What you need before you start
A Jeremy AI account. Nothing to connect to try the sample.
The session transcript, pasted as text. Notes from the call work too.
Any facts the recap must keep. In the sample, it's the program price of $1,500.
A rule for what the output must never say. The sample uses a HARD RULE: no discounts, free work, pauses, downgrades, cheaper options or price cuts.
How to set it up
You use the default Jeremy AI worker. There's nothing to build.
Open Jeremy AI. From the dashboard, start a new chat. Check the worker selector says Jeremy AI.
Paste the prompt below. Swap in your own coach name and your own transcript.
Click Send message.
Wait. In the walkthrough, Jeremy AI works while the video runs at 4x speed. Plan on 1 to 2 minutes.
Open the Markdown file card when it lands.
Read the recap. Does it match what happened in the call?
Check the three homework items and their due days.
Edit the text draft until it sounds like you. Send it yourself, from your own phone or app.
Keep the next-step note for your prep before the next session.
The prompt
This is the exact prompt from the walkthrough. The coach, the client and the transcript are SAMPLE and made up. Replace them with yours.
Turn this SAMPLE (made-up) coaching session transcript into a recap pack for the coach, "Coach Alex (SAMPLE)". Use ONLY the transcript below. Don't invent details.
Give me: 1) a 5-bullet session recap; 2) exactly 3 homework items for the client, each with a due day and a "done when" check; 3) a short friendly accountability text DRAFT to the client (drafts only, nothing sent); 4) a one-line next-step note for the coach for session 5.
Save it as ONE concise Markdown (.md) file.
TRANSCRIPT:
Alex: Last week you were going to post your offer three times and book two discovery calls. How did it go?
Jordan: I posted twice. I only booked one call because I got nervous about the price.
Alex: What price did you say on the call?
Jordan: I said $1,500 for the 8-week program but I rushed through it and apologized.
Alex: Let's practice saying the price slowly, then stop talking. Try it again.
Jordan: The program is $1,500 for eight weeks. (pause) Okay, that felt better.
Alex: Good. Your next problem is follow-up. You told me three people said "let me think about it" and you never wrote back.
Jordan: I didn't want to be pushy.
Alex: A follow-up is service, not pressure. This week write a short follow-up for each of those three people.
Jordan: I can do that Wednesday. I also want to rebuild my one-page offer sheet.
Alex: Great. Add a clear result statement and who it is for. Also track your calls in a simple sheet: date, name, outcome, next step.
Jordan: I'm traveling Friday and Saturday, so I'll have less time.
Alex: Then the follow-ups come first. Next session we review your call tracker and your offer sheet.
Jordan: I feel more confident about the price now. I was worried about being too expensive.
Alex: Keep the price. We will work on the value story, not on the number.
HARD RULE: the recap, homework and text must NEVER offer or suggest discounts, free work, pauses, downgrades, cheaper options or price cuts. Keep the $1,500 price as stated. Do not invent results or facts not in the transcript.
Prompting tips and how to adapt it
Keep "Use ONLY the transcript below." It stops invented details about your client.
Ask for an exact count. "5 bullets" and "exactly 3 homework items" keep the file short and the homework doable.
Ask for a due day and a "done when" check. A task with no finish line doesn't get done.
Keep the HARD RULE and your facts. Say what the output must never offer. Say what must stay the same, like "Keep the $1,500 price as stated."
Ask for drafts only. Keep "drafts only, nothing sent."
Ask for ONE Markdown file. Say ".md" so you can preview it in the file card.
Tell it about the client's week. If they travel or work late, say so. The sample orders the homework around Friday travel.
Change the tone. The sample asks for a short, friendly text. Ask for direct, warm or playful if that's you.
Reuse it every session. Paste the next transcript and change "session 4" to the right number.
The result to expect
One Markdown file titled as a recap pack for the session. With the sample transcript (session 4 of 12, a made-up bakery-consulting side business), you should see:
A 5-bullet recap. The client posted twice and booked one call. They rushed the $1,500 price on the call and apologized. They practiced saying the price slowly, and it felt better. Three people said "let me think about it" and got no follow-up. The client is traveling Friday and Saturday, so follow-ups come first.
Exactly 3 homework items. 1) Send the three follow-ups, due Wednesday. 2) Rebuild the one-page offer sheet with a result statement and who it's for, due Thursday before Friday travel. 3) Start a call tracker with date, name, outcome and next step, due Thursday. Each has a "done when" line.
An accountability text DRAFT, marked not sent. It's short and friendly. It praises the price practice, reminds the client of the three due dates and ends with a question: "Which of the three are you writing first?"
A one-line next-step note for session 5. Review the call tracker and the offer sheet, and keep coaching the value story at $1,500. No price changes.
The price stays at $1,500 everywhere. In the walkthrough, nothing on screen offers a discount, free work, a pause or a downgrade.
These are sample results from a made-up session. Wording changes from run to run. Check that the facts match your call, that there are exactly 3 homework items and that the price is right.
Common mistakes and fixes
There are more or fewer than 3 homework items. Ask again: "Give me exactly 3 homework items." Cut the extras yourself if you need to.
A homework item has no due day or finish line. Ask it to add a due day and a "done when" check to each one.
The recap includes something that wasn't said. Delete it. Remind it: "Use ONLY the transcript."
The text offers a discount, free work or a pause. Delete that line. Remind it: "Never offer discounts, free work, pauses, downgrades or price cuts. Keep the price as stated."
The price changed. Fix it. Put the exact price in your prompt and say to keep it.
The text sounds too stiff. Ask for "shorter, warmer, in my voice," and paste one of your own texts as an example.
The file comes back as a Word file with no preview. Ask again, and keep "Save it as ONE concise Markdown (.md) file" in the prompt.
You expected it to send the text. It doesn't. It's a draft. You send it yourself.
Real client details in a test. For practice, use a made-up session.