Smarter Week

How to automate it

How to automate “log calls, notes and status changes in the ATS”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

45 min
typically, every day
70%
of the time can be automated
Easy
to set up

Fix 1 of 1

Software feature

Let a recruiting notetaker write call notes and update the ATS

Recruiting notetakers and ATS AI agents (Metaview, Loxo agents, Bullhorn Amplify) record screens and client calls with consent, write structured notes and update fields like availability and pay, so the ATS stays current without typing.

Typically saves about 55% of the time30 min to set up
  1. 1Check which notetaker your agency allows and that it connects to your ATS.
  2. 2Tell candidates and clients the call is recorded, as the law in your state requires.
  3. 3Set the note template (motivation, pay, availability, notice, red flags).
  4. 4Review the note after each call and fix anything wrong.

Tools: Metaview · Loxo AI agents · Bullhorn Amplify · Microsoft Copilot in Teams or Zoom AI Companion

Quick wins

Have you tried…

Does a notetaker write your screening call notes into the ATS for you?
Recruiting notetakers record calls with consent, write structured notes and update fields like availability and pay in your ATS.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Agency / Staffing Recruiter

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Other common tasks for Agency / Staffing Recruiters