Your AI notes: what they are and how to edit them

Once a session's transcript is ready, an OpenAI model writes a summary for you: what was covered, the client's key insight and a suggested focus for next time. It's a draft written by AI, so check it against what actually happened.

You'll find it on the session's Notes tab, which has three boxes:

• Your notes are private to you.
• AI write-up holds the AI summary. It's only for you.
• Note for [name] is the only one of the three your client can receive. It starts empty.

Nothing from the AI write-up reaches your client unless you put it in their note yourself.

Edit or redo the write-up

Type straight into AI write-up. Your changes save as you go. To start over, press ↻ Draft again. Coachstra writes a fresh version from the transcript and replaces this box only. Then choose Undo — bring back the previous one or Keep this one.

Build your client's note

1. In Note for [name], press Use my notes, Use the AI write-up or Use both. If the note already has text, you'll be asked whether to Replace it.

2. Edit it freely. Take out anything your client shouldn't receive.

3. Press Share notes with [name]. You can then press Email [name] to email them a link to it.

After sharing, your client keeps seeing the shared version until you press Update [name]'s copy. Press Revoke to take their access away. Delete [name]'s note removes the note, and revokes their link too if you'd shared it.

If the note started from the AI write-up, Coachstra records behind the scenes that it was AI-assisted. Your client doesn't see a label.

The full transcript sits at the bottom of the tab under Full transcript (private).

For how the AI is used and who processes the data, see our AI transparency notice and sub-processors list.