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I will create apple shortcuts for coaches client notes tasks email follow up tracking
Tobiloba T
About this gig
Built Shortcuts that turned a finished coaching session into notes, tasks, and a follow-up email draft in one tap. I create Apple Shortcuts for coaches that handle client notes, tasks, email, and follow-up tracking, so nothing a client commits to gets lost between sessions.
You get working Shortcuts tested on a real iPhone, with email templates you can edit and a guide for using them after each session.
Here's what my service includes:
- Session notes capture
- Client note templates
- Action item reminders
- Task tracking
- Follow-up email drafts
- Check-in reminders
- Client log setup
- Notion sync
- Google Sheets logging
- Weekly review summary
- Siri voice triggers
- Setup video guide
Platforms I work with: Apple Shortcuts · Siri · iPhone · iPad · Mac · Apple Watch · iCloud · Notes · Reminders · Calendar · Mail · Messages · Contacts · Notion · Google Sheets · Airtable · Todoist · Things · Calendly · Acuity Scheduling · Zoom · Google Calendar · Zapier · Make · Practice management tools
SELECT A PACKAGE TO START IMMEDIATELY OR MESSAGE ME FOR A CUSTOM QUOTE.
Get to know Tobiloba T
Tobiloba T
Apple Shortcuts built fixed and wired into AI APIs
- FromNigeria
- Member sinceOct 2026
Languages
English
Hi, I’m TOBILOBA- I build, fix, and debug Apple Shortcuts for iPhone, iPad, and Mac. That covers custom Siri workflows, PDF and iCloud document automation, AI shortcuts connected to ChatGPT, Gemini, and Notion, and Shortcuts linked to Google Sheets, Excel, Slack, and APIs through webhooks. My 3+ years of automation work with Zapier, Make, and n8n shapes how I wire each one, so they run reliably instead of breaking after an iOS update. Got a shortcut that keeps failing? Message me and let’s get it working.
FAQ
Can a Shortcut send follow-up emails automatically?
Not fully. iOS usually asks you to confirm before an email or message sends, which is an Apple rule. I build Shortcuts that open a pre-filled draft, so sending takes one tap, and I tell you where iOS won't allow full automation.
Is it safe to keep client notes in Shortcuts, Notion, or Sheets?
Client notes can be sensitive. Notes in Apple Notes or Notion are stored with those services, and Google Sheets with Google, so check their privacy terms and your own professional or legal obligations. For health-related or therapy-style coaching, review rules such as HIPAA where they apply. I build
Can it track follow-ups and tell me who I haven't contacted?
Yes, within what Shortcuts can do. I log each session date and next follow-up date in Notion or Google Sheets, then set reminders and a weekly summary of clients due for contact. Shortcuts has limits on background processing, so some of th
Will it work with my existing tools?
Usually, if the tool has Shortcuts support, a webhook, or an API. Tell me what you use for scheduling and client management, such as Calendly, Acuity, or a practice management tool, and I'll confirm what's possible before you order.
How long does it take, and what if something breaks?
Basic ships in 1-3 days. Standard takes 3-6 days. Premium takes 6-10 days. iOS updates can change how Shortcuts behave, so revisions cover fixes during the package period, and Premium includes 30 days of support.
