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Turn a recorded candidate interview into notes on the candidate's record

Structured interview notes built from the candidate's own words: motivation, notice, salary as stated, strengths, concerns and what they asked you. Once you have approved them, a note on the candidate's record where your CRM can take one.

use when
you have just interviewed a candidate on a recorded call and the notes need to be on their record before the next call pushes them out of your head
starts from
A call recording

The prompt

Paste it into Claude Code or the Claude desktop app with Hyreflow connected. The first line tells your agent to use Hyreflow, so it reads the play, asks before it spends anything, and hands the work back to you.

paste this into Claude
Use hyreflow and turn the candidate interview I have just recorded into
structured notes for the candidate's record.

The call: <CANDIDATE_NAME>, on <DATE>, recorded in
<FATHOM_GRANOLA_OR_AIRCALL>. It was about <ROLE_AND_CLIENT>.

Pull the full transcript, not only the summary. Then write the notes:
- Motivation: why they are looking and what would make them move.
- Notice period and availability, and salary exactly as they stated it.
- Strengths and concerns against the role, each with its evidence.
- Other processes or offers they mentioned, and what they asked me.

Quote the candidate for anything that matters. Mark anything you inferred
as inferred. Leave out anything about age, health, family, religion or
any other protected characteristic, even if it came up on the call.

Do this one call end to end first and tell me what it costs before you
run any more. Save the notes to my working folder.

If I want them in <CRM_NAME>, find the candidate there and show me the
changes before you write anything to the CRM.

Replace every <PLACEHOLDER> with your own detail. Everything else can stay as written.

What you need first

  • A candidate interview recorded in Fathom or Granola with your own account connected, or an Aircall call that has a transcript
  • Enough to find the call: the candidate's name, the date, or the phone number
  • A Hyreflow workspace with credits, since structuring the notes is metered
  • Optional: JobAdder, Recruiterflow, Atlas or Spott connected, if you want the note written to the record

Tools it can reach for

The agent picks per step from what your workspace has. Nothing here is required by name.

What happens when you run it

Free steps are marked free. Anything that spends credits is marked, and the agent asks before the first paid run of any size.

  1. 1

    Find the call

    free

    Recent recordings are listed from Fathom or Granola and matched on the candidate's name, the title or the date. An Aircall call is found by the phone number or the date. If two calls could be the one you mean, the agent asks.

  2. 2

    Pull the full transcript

    free

    The whole transcript with its speaker labels, plus the recorder's own summary where it has one. All three are read through your own account with them, and nothing is written back to the recorder.

  3. 3

    Structure the notes

    credits

    Motivation, notice and availability, salary as stated, strengths, concerns, other processes, and the questions the candidate asked. Anything that matters carries the candidate's own words, and anything not said outright is marked as inferred with the passage it came from.

  4. 4

    Leave out what does not belong on a record

    free

    Anything the candidate said about age, health, family plans, religion or another protected characteristic is kept out of the notes, along with remarks about named third parties. The agent tells you something was left out, so the omission is not a surprise.

  5. 5

    Review it with you

    free

    The notes are shown in the conversation and saved as a file. You correct what was misheard or misattributed, and the corrections go into the notes, not only into the chat.

  6. 6

    Match the candidate in your CRM

    free

    The candidate is looked up by email, phone, LinkedIn profile or name, depending on what your CRM searches on. One clear match goes forward. Several possible matches, or none, come back to you as a question.

  7. 7

    Show the note, then write it

    free

    You see the exact note and the record it will land on. It is written only after you say so, as a note against the candidate in JobAdder, Recruiterflow, Atlas or Spott. For any other system the notes stay as a file and as text to paste.

What a run costs

Nothing in this play spends credits.

Free before anything is charged

  • Find the call
  • Pull the full transcript
  • Leave out what does not belong on a record
  • Review it with you
  • Match the candidate in your CRM
  • Show the note, then write it

What moves the number

  • How many records survive the free filters. Everything dropped before the paid steps costs nothing.
  • The scoring and drafting steps run on the metered agent, charged on what they read and write rather than per record, so they sit outside this table.
  • Providers you connect with your own key. Those calls bill your account, not your credits.

An estimate, not a quote, priced at the volume credit rate. Your agent sizes the run against your own workspace and tells you what it will cost before it spends anything.

The interview you remember is not the interview that happened

Five candidate calls in a day and the details start to swap places. Who had the three-month notice? Who had an offer landing on Friday? What goes on the record that evening is a line: good, keen, wants a bit more than they are on. Three weeks later the client asks why this person is leaving, the offer stage hinges on a salary figure, and the line on the record answers neither.

It was on the recording. This play gets it off the recording and onto the candidate, in a fixed shape, in their words.

It is the candidate-side sibling of turning a client briefing call into a search brief. That one produces a brief and its open questions. This one produces a record that makes sense to a colleague who was not on the call, and makes the person findable later for what they told you: their notice, their number, what would make them move.

What you get back

Interview notes in sections: motivation, notice and availability, salary as stated, strengths, concerns, other processes, and what the candidate asked you. The lines that matter sit next to the candidate's own words. Anything inferred is labelled. A line tells you if something was left out as unsuitable for a record.

The notes are saved as a file and, once you approve it, as a note on the candidate in your CRM.

Variations worth knowing

A day of interviews. Name the date and the agent works through every candidate call on it: one first, then the rest once you have seen the cost.

Phone interviews. An Aircall call works the same way, provided your Aircall plan transcribes it.

No recording. Paste your own notes or a transcript from anywhere. The rules are the same, and gaps stay gaps.

Straight into a submission. Strengths and concerns with their evidence are what a client write-up is built from. When the shortlist is ready, push it into your ATS.

Where this goes wrong

The candidate did not know they were recorded. Tell them, every time. The play assumes you have.

Speaker labels can be wrong. Some transcripts separate speakers by label, not by name, and a line credited to the candidate may have been you. Read the quotes before they go on a record.

Salary stated is not salary expected. The figure is recorded as said, with the quote, never rounded or converted. If they gave a range in passing, it stays a range.

The wrong person with the right name. A name alone is a weak match. Give an email or a number, or expect a question.

A note is hard to take back. The CRM connections do not delete. Approve it as if it were permanent.

The recorder has not finished. Granola lists a note only once its summary and transcript are ready, and a Fathom key sees only calls recorded by or shared with its owner.

Questions

Which recorders can it read?

Fathom, Granola and Aircall. From Fathom it lists your meetings by date or by who recorded them and fetches the transcript, with the summary and action items that come with the meeting. From Granola it lists notes by date or folder and fetches a note with its summary, attendees and transcript, which needs their Business plan. From Aircall it finds a call by number or date and reads the transcript and summary where your Aircall plan produces them. Aircall goes back six months, and it is switched on by the Hyreflow team, not self-connected.

Which CRMs can take the note?

JobAdder, Recruiterflow, Atlas and Spott can each hold a note against a candidate through their connection. Recruit CRM, Loxo, Bullhorn and Vincere have no note-writing method through theirs, so for those the notes come back as a file and as text you paste into the record yourself. Either way you see the note first.

Why quote the candidate instead of summarising?

Because the summary is where the meaning changes. 'I would want at least what I am on' becomes 'flexible on salary', and 'three months, though they might let me go early' becomes 'one month'. Those are the two facts an offer turns on, and the ones a client will press you about. The quote is also what you go back to when the candidate remembers the conversation differently.

What does it leave out, and why?

Anything touching a protected characteristic: age, health, pregnancy or family plans, religion, ethnicity, sexuality, disability. Candidates mention these in passing and they have no place in a record that informs a hiring decision. A candidate can also ask to see what you hold about them, so the note is written as something you would be content for them to read.

Does it cost credits?

Reading from your recorder runs on your own account with them and uses no Hyreflow credits. Structuring the notes is AI work and metered by usage, and the agent tells you what one call costs before it runs any more. Looking up the candidate and writing the note use no credits, but the note lands in a live system, so it waits for your approval.