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AI Notetaker Guide

Let AI handle the interview notes so you can focus on the applicant.

Venla Vainio avatar
Written by Venla Vainio
Updated in the last hour

✨ All the users can use the AI Notetaker for free until 24.12.2025 ✨

The AI Notetaker is your smart meeting companion for applicant interviews. It automatically joins scheduled online interviews, transcribes the conversation in real time, and generates a structured summary and full transcript - all accessible from the Application Card. This guide walks you through setting it up and using it during interviews.

ℹ️ Note: AI Notetaker will not join to meeting that are scheduled before Notetaker was released and taken into use.

Configure AI Notetaker in Company Settings

To enable the AI Notetaker for your team:

  1. Go to Settings > Company Settings -section > AI Assistant

  2. Enable the toggle to activate AI Notetaker

  3. Select which roles should have access (e.g. Admin, Recruiter, Hiring Manager)

  4. Optionally:

    • Rename the notetaker

    • Choose if it should be added to interviews by default

    • Select a background image

  5. Click Save configuration

Add AI Notetaker to Interview Invites

AI Notetaker will automatically join for all Teams-meetings, and can be Denied from the meeting before interview starts.

Option 1: You have activated 2-way calendar sync:

With this calendar sync, you will get an interview link automatically, and AI Notetaker will join automatically. You can always decline access manually in the interview if needed.

Option 2: Adding the interview link manually

You need to use Microsoft Teams link in order for the AI Notetaker to work. When setting up the invite, you add the link to the invite, and AI Notetaker will join automatically. You can always decline access manually in the interview if needed.

ℹ️ Note: Remember to copy the correct link for the platform from the dropdown in your external calendar:

Accept AI Notetaker During the Interview

AI Notetaker joins the interview typically 5-7 minutes beforehand, but starts recording only when you Admit it as a guest participant.

Be sure to:

  • Allow the notetaker to join when prompted

  • Confirm it is listed as a participant before starting the conversation

ℹ️ Note: AI Notetaker will appear as TA Hire, or the name you have added in the settings.

Access Recording, Summary and Transcript

After the interview, everything is available in the Application Card:

  • Summary Tab: Key takeaways, strengths, areas of improvement, next steps

  • Transcript Tab: Full word-for-word dialogue with timestamps

  • (In the future) Chat Tab: Chat with AI about the applicant.

Additional Tips

  • You can customize what the AI focuses on by adding interview goals in the configuration section.

  • If a candidate prefers not to be recorded, simply disable the notetaker when scheduling.

  • Use the summary tab to quickly align your team on follow-up actions.

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