Every coaching automation is made up of three components.

Before you can automate coaching, you have to define the coachable moments you want to track at scale: How this Works

Once we know what we're looking for, your admin can build a Tracker that looks for that specific coachable moment across all of your activities and deals: How this Works

Every Tracker that's matched becomes reportable instantly (even if there are no automations built on top of them), which also gives you the ability to experiment with different coaching ideas before you incorporate them into your coaching process and/or build automations on top of them.

Once we're able to detect the coachable moment, we can then start to build automations off of it, whether it's adding the task to a playlist, tagging it with a specific reportable value, triggering a notification in Slack/Teams or sending a notification email to their manager: How this Works)