ProductivityIntermediate✓ Release process: run on a live n8n instance

CoachDesk: Coaching Client & Session Pack OS

CoachDesk: Coaching Client & Session Pack OS ships as a ready-to-import n8n automation package: load the bundled workflow JSON, connect the credentials listed on this page, and activate it on self-hosted n8n or n8n Cloud.

Run the admin half of a coaching practice from one Google Sheet — welcome packs, invoice chasing, session-pack renewals and AI session recaps, without a $57/mo platform.

Welcome every new client automatically with their intake questionnaire and booking link, exactly once
Chase unpaid package invoices on your own schedule with a polite reminder and a one-click payment link
Track sessions used against sessions bought so you always know what each client has left
Nudge clients down to their last sessions to renew before the pack quietly runs out
Turn a 2-minute post-session braindump into a client-ready recap with action items, written by AI
Send at most one roster email per client per day, ranked so nobody gets three emails in a morning
Replace the all-in-one coaching subscription with a Google Sheet you already own

Google SheetsOpenAISMTP

n8n / workflow / coaching-practice-osActual workflow — not a mockup

16 nodes · 15 connections · 1 trigger · 2 in-canvas notesExported from the workflow file you receive — scroll sideways to follow the full path.

One-time

$17

~10 min

setup time

Setup Service — optional live install and test. Choose your tier at checkout (not tied to this template's price).

Instant download after payment

Refund as per the Refund Policy for downloadable templates.

Email Support · 24h SLA

Lifetime updates

APIs required

Google SheetsOpenAISMTP

Already purchased?

Download CoachDesk: Coaching Client & Session Pack OS

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How it works

Workflow summary

One workflow handles everything end-to-end.

1Runs every morning on a schedule in your timezone
2Reads your session log and client roster from the one Google Sheet you already keep
3Counts how many sessions each client has used against the package they bought
4Sends a new client their intake form and booking link once, in their first two weeks
5Chases any package invoice still unpaid after your grace period, with your payment link
6Nudges clients who are down to their last sessions to re-book before the pack runs out
7AI turns your 2-minute session notes into a client-ready recap with action items and emails it out
8Records every send so no client is ever welcomed, chased, nudged or recapped twice

Deliverables

What's included with your purchase

Every checkout includes the same practical package so you are never hunting for missing files mid-setup.

01Workflow JSON exports ready to import into your n8n workspace (self-hosted or n8n Cloud).
02Step-by-step guide that walks credential creation, node-by-node checks, and activation.
03Credential checklist for Google Sheets, OpenAI, SMTP. Email support@n8ntemplatestore.com if you get stuck — replies within 24 hours (SLA).
04Perpetual (lifetime) use license Your one-time purchase includes an ongoing right to use this template package on n8n instances you control for your own automation — not for resale or public redistribution of the files as a product. Terms & conditions.
05We keep the copyright Workflow JSON, guides, screenshots, and bundled assets stay our copyrighted works (or our licensors'). Payment grants the limited license in our Terms only — it does not transfer ownership.

Need a second opinion before buying? Compare the full catalog, browse more Productivity templates, see how n8n compares to Zapier and Make, or read the support policies.

Setup

Three steps to a running n8n automation

Import the workflow into n8n

Paste your API keys into the credentials panel

Press ‘activate’ — you’ll get your first report tomorrow morning

Support

Need help setting up this n8n template?

Beginner-friendly guidance is included. Our support team will help you if you get stuck — email support@n8ntemplatestore.com or visit support.

Email support

Replies within 24 hours (SLA)

Contact

Setup Service4 tiers — your choice

Optional live session — we install, configure, and test on a screen share. Add Setup Serviceat checkout and pick any tier; pricing is not tied to this template's list price.

Book setup

FAQ

About this template

How long does it take to set up CoachDesk: Coaching Client & Session Pack OS?

Most people finish in minutes following the guide. If you’ve never used n8n before, budget an hour — the first workflow is always the slowest.

What if I get stuck?

Email support@n8ntemplatestore.com. Free basic support is included with every purchase, and you’ll get a reply from our team within 24 hours. If setup needs more than email, we can schedule a call.

Do I need to pay for Google Sheets?

API costs are separate and go directly to the provider — typically a few dollars a month at most for a solo business. Full breakdown is in the setup guide.

Can I customize the workflow?

Yes, completely. You own the .json — edit nodes, swap in your own prompts, re-wire the logic. Our support team can help you plan customizations over email.

What if it doesn’t work for me?

Refunds are issued only as described in our Refund Policy (https://n8ntemplatestore.com/refund-policy). Or add Setup Service at checkout for a live install and test session — pick any tier you prefer.