How Wellness Coach saves 550+ hours a year with automation and AI

Time saved per week

10.6

Wellness Coach saves over 10 hours weekly,freeing up valuable time for strategic work instead of repetitive admin tasks.

Annual productivity value

$27.5K

By replacing manual processes with automation, the team avoided additional hires and saved $27,500, allowing them to scale sustainably.

Tasks automated in 30 days

158

A single client success rep automated 158 tasks in one month, ensuring consistency, reducing burnout, and improving client satisfaction.

Company Size

200-500

Industry

SaaS

About

Wellness Coach helps companies support employee well-being with coaching, meditation, and leadership programs.

“Zapier gives me the confidence that nothing will slip through the cracks. It’s like having a personal assistant that never forgets a follow-up.”

— Chochi Montero, Client Success Executive at Wellness Coach

Chochi Montero, a Client Success Executive, struggled to manually track follow-ups from dozens of meetings and check-ins.

She deployed two Zaps: one that converts meeting summaries into Trello tasks, and another that preps client check-ins directly from her calendar.

Over 9 hours saved monthly and 158 tasks automated in just 30 days—ensuring no follow-up falls through the cracks.

Junior engineers needed ongoing support, but senior staff were stretched too thin to keep up with repeat questions.

Wellness Coach created a “VP of Engineering” Zap using Slack, ChatGPT, and Zapier to automatically answer questions in a shared channel.

Reduced context-switching and fostered a knowledge-sharing culture while saving over 75 minutes per week.

— D Sharma, Co-founder at Wellness Coach