For the person being coached
Your coach uses Finch. Here’s what that actually means.
Short version: it is a tool your coach uses to prepare for your conversations and to think carefully about them afterwards. It never joins your sessions, never speaks to you, and no one but your coach sees your material. The longer version is below, because you deserve the specifics rather than a reassurance.
Is an AI coaching me?
No. Finch never talks to you and is not designed to. Everything it does happens either side of your session — helping your coach walk in prepared, and helping them think it through afterwards. The conversation between you and your coach is entirely theirs and yours.
Is my session recorded, and where does the recording go?
That depends on the tool your coach records with, and it is a fair thing to ask them directly.
If they use Finch Capture, our own recorder, the audio is transcribed on their computer and the audio file never leaves that machine. Only the text of the conversation is sent to Finch. Your voice does not travel.
If they record with something else — Granola, Fathom, a Zoom recording — that service handles the audio under its own terms, and Finch only ever receives the finished transcript. Your coach can tell you which they use.
What can the AI see about me?
Not your name, your email address, or your job title. Before any material is sent for analysis, identifying details are replaced with neutral placeholders — you become something like “Client_7f3a” and your role becomes a generic descriptor. They are swapped back only when the result is shown to your coach.
The substance of the conversation is analysed. Who you are is not attached to it. We would rather hand over as little as possible about you than ask you to take our word for what happens to it afterwards.
Who can read what I said?
Your coach. That is the whole list. Other coaches using Finch cannot see your material, and it is not pooled, compared, or shared across practices. Content is encrypted where it is stored.
Is my conversation used to train an AI model?
No. Not by us, and not by any of the AI providers we use.
Can I ask for it to be deleted?
Yes. Ask your coach and they can remove a session, or everything of yours, from Finch. If they need help doing it, we will do it for them and confirm when it is done.
What if I’d rather my sessions weren’t recorded at all?
Then say so — that is a completely reasonable thing to want, and it is your call, not a negotiation. Your coach can still use Finch with their own written notes instead. Nothing about the coaching changes.
If you’re the coach
How to bring this up, without it sounding like a confession.
Most coaches who hesitate here are treating disclosure as something to admit. It isn’t. Telling a client that you review every session carefully, with something that helps you see across months of work, is evidence of rigour. Handled plainly, it tends to raise a client’s confidence rather than dent it — you are the coach who takes the work seriously enough to study it.
It also lands better early than late. Said at the start of an engagement it is simply how you work. Said after a year it sounds like something that had been kept quiet.
Three sentences that do the job:
“I record and transcribe our sessions so I can review them properly — I use a tool called Finch that helps me prepare and reflect between our conversations. It never sits in on us and it never sees your name; the analysis runs on the content with your identity stripped out, and I’m the only person who sees any of it. If you’d rather I didn’t record, that’s completely fine and I’ll work from my own notes.”
Then stop talking. The most common outcome by some distance is a shrug — recorded meetings are ordinary now, and most executives sat through three of them before yours. If they do have questions, send them this page rather than paraphrasing; it is written to be forwarded.
And if a client says no, take the no cleanly and without repair work. Coach from your own notes. The relationship is worth more than the transcript.
Questions we haven’t answered here?
Ask your coach first — it is their engagement with you. If your legal or people team needs specifics, we will write to them directly.