How to get AI meeting notes in your agency's own format
Give each call or meeting type its talking points and your own note headings, and Simi writes every meeting up under them, figures as said and every talking point answered.
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Every agency writes its calls up differently. In Recruitly you set the headings once per type of call, and Simi writes each meeting up under your headings as well as her standard notes.
Watch it on Recruitly Play (2 min 23 s), part of the Run your desk series.
Set up a meeting type
- Press slash and type meeting types, or open Simi AI under your name, then Call/Meeting Types. No types yet? Generate with AI proposes the ones a recruitment agency runs.
- Open a type, such as Candidate screening call. Talking points are what the call must cover, and a red dot marks a required one.
- Under Meeting notes, click Suggest with AI for headings that do not repeat your talking points, or add your own. The line under each heading tells Simi what to write there.
- Drag headings into order, up to ten per type, and save.
Only people with Configuration access can change the headings, so the format stays yours.
After the meeting
Open the meeting from Recaps or the candidate's timeline. Simi writes her usual summary, next steps and key points, works out which of your types it was, and writes it again under your headings in the Custom template tab. Figures come straight from the transcript, and each talking point is answered or marked not discussed. Use another template rewrites it under any type in seconds.
See AI meeting notes and transcripts and recordings.
Can Simi write meeting notes in my agency's template?
Yes. Give each call or meeting type its own headings and Simi writes the meeting up under them after every call.
How do I know if a talking point was missed?
Each talking point is answered in the write-up or marked not discussed.
