Session note · draft
Adherence four days in seven since the last session. Evenings reported as the hardest window.
Plan adjusted: harder work moved earlier in the day, one additional shorter session added.
Filed · Client file
Agentsy is a personal assistant on the go. Speak for a minute after a job and the writing comes back done.
“Session done. Good progress since last time, they've kept to the routine four days out of seven. Still finding the evenings hardest. We adjusted the plan to move the harder work earlier in the day and added one shorter session. Send them the updated plan, note what we changed and why, and book them in for a fortnight.”
Session note · draft
Adherence four days in seven since the last session. Evenings reported as the hardest window.
Plan adjusted: harder work moved earlier in the day, one additional shorter session added.
Filed · Client file
Plan · draft
Same commitment, rearranged: the demanding work now sits earlier in the day, with one shorter session added to keep the week even.
Bring me your notes on how the evenings go, that's the part we'll work on next.
Filed · Drafts, addressed to the client
Calendar · draft
Next appointment - awaiting the client's confirmation.
Filed · Calendar, in a fortnight
Speak in the gap between appointments and Agentsy writes the session note, the plan the client takes home, and the reminder that brings them back.
Notes build up per client, so you walk into the next appointment with last time already written down instead of half-remembered.