Coaches, trainers and consultants: your session or workshop report, dictated in a few minutes

A good session or workshop report is what the client keeps from you between two appointments. Yet it is often sacrificed for lack of time. With Notae, you dictate at the end of the session and get a clean document: objectives, points covered, commitments made, next step.

Notae stays within your frame: no clinical vocabulary, no psychological interpretation, no health data. It reports what was said and agreed, without adding any objective or recommendation you did not state.

Six templates, from the one-to-one session to the consulting assignment

The template is chosen before dictating and switched in one click. The headings below are those of the final document.

• Session note — Session objective, points covered, progress and obstacles as reported, commitments made by the client, next session. Start with this template →
• Action plan — Overall objective, concrete steps agreed, due dates if given, progress indicators if mentioned. Start with this template →
• Progress review — Ground covered, progress observed as reported, persisting difficulties, outlook. Simple, encouraging language. Start with this template →
• Workshop / training summary — Title, date and audience, stated objectives, content covered in order, participants' feedback and questions, points to deepen, agreed follow-up. Start with this template →
• Assignment report (consulting) — Context and purpose of the meeting, findings reported and stated, recommendations exactly as you phrased them, decisions, next steps (who, what, when), open points. Start with this template →
• Team meeting — Participants by role, agenda, topics discussed, decisions taken, actions with owner and due date, deferred items. Start with this template →

Before / after, on a fictional example

What you dictate after the workshop:

"public speaking workshop this morning, eight participants from the support team, stated objective structure a three-minute talk, we did the pitch exercise in pairs then the group feedback, several asked how to handle difficult questions, no time left for the voice part, I send the slides tomorrow and we plan a second session next month"

What Notae produces (Workshop report template):

One account for each coaching and consulting profession

Choose your exact profession at signup: the vocabulary adapts, the six templates remain those of the Coaching, training and consulting family.

• Coach
• Trainer
• Consultant
• Career counselor

Your clients' confidentiality

Notae is hosted in Europe. Your reports are encrypted in your history, never sold or used to train a model, and audio is not kept. Nothing leaves your workspace without your action. The professions edition processes no health data: if a session touches on someone's health, do not dictate it.

The same price, whatever your profession

During the trial

Seven days, no card, with 30 minutes of audio and 5 notes in total over the period (whichever limit is reached first). Enough to test Notae on your real appointments before deciding.

Frequently asked questions