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Docu-Coach™ Help Center

Docu-Coach™ is the AI-powered Manager Memory System™ that helps managers capture what happens with their people, preserve it as structured management history, and turn that context into better coaching, recognition, follow-ups, 1:1s, performance conversations, and HR-ready documentation. Docu-Coach™ works alongside your HRIS and payroll systems rather than replacing them.

What is Docu-Coach™?How the Manager Memory System™ works alongside your HRIS and payroll.
Create an account & onboardingStart on the Free plan or a 30-day Manager trial and set up your workspace.
Record on the floorUse Record incident, Positive feedback, Progress update, and Daily note.
Customize Daily Notes (Note Types)Organize Daily Notes with built-in, industry-recommended, or custom Note Types.
Ask Docu-Coach™ & Coaching BriefsGet record-backed coaching scripts, talking points, and cited answers.
Docu-Coach™ for iPhoneCapture by voice or typed note in the native SwiftUI iPhone companion app.

Explore by workflow

Section titled “Explore by workflow”

Recording & Capture

Capture voice or typed notes in seconds, route to a person or save Unassigned, backdate within the week, log attendance, and customize your four capture actions. Start with Record on the floor.

People & Employee History

Maintain your active roster by location, view dated employee timelines in the Command Center, reclassify record types, and track recognition. Start with People directory & rostering.

Daily Notes & Note Types

Keep private manager notes organized under Team, Operations, Meeting, or custom industry Note Types, with automatic follow-up extraction. Start with Record & review Daily Notes.

Coaching, Prep & HR Ready

Prepare for 1:1s and huddles with Prep Me, compile an HR Ready chronology, draft structured plans in PIP Builder, and export Word, PDF, or CSV files.

Open the web application at www.docu-coach.com/login.