Calls & meeting notes

The call ends. The notes are already on the record.

A note taker joins the interviews already in your calendar, then files the summary, the next steps and the full transcript against the candidate and the job.

Screening — James Okafor 12 Aug 2026, 1:30pm · Google Meet · 32 min
Notes ready Copy minutesExport

Summary

Screening call for the Senior Data Engineer role at Northwind Capital. James is interested and available.

Key Discussion Points

  • Rebuilt the Spark streaming platform at Juniper Systems.
  • Line-manages three engineers.
  • Open to three days a week on-site in London.
  • Wants £95,000; the package he is on now is £90,000.

Decisions Made

  • Put James forward to Northwind for a first interview.

Action Items

  • [Priya] Send the Northwind brief to James.
  • [Priya] Book the client interview for Thursday, 3pm.
  • [James] Confirm his earliest start date.
01

It joins on its own

An interview on your synced calendar with a join link is attended automatically. Nothing to install into the call, nothing to remember.

02

Notes, not forty minutes of transcript

What lands is the summary, what was decided and who owes what — written onto the candidate’s record while you are still walking back to your desk.

03

The transcript keeps working

What was said comes back as field changes to approve on the record, each one sourced to the call it came from.

How it works

It shows up so you don’t type. What lands is the decisions and the next steps.

If the call is on your synced calendar with a join link, the note taker attends it — Zoom, Microsoft Teams and Google Meet all work the same way. Afterwards the summary, the action items and the full transcript are on the candidate’s record, linked to the job.

See it on a real call
Screening — James Okafor 12 Aug 2026, 1:30pm · Google Meet · 32 min
Notes ready Copy minutesExport

Summary

Screening call for the Senior Data Engineer role at Northwind Capital. James is interested and available.

Key Discussion Points

  • Rebuilt the Spark streaming platform at Juniper Systems.
  • Line-manages three engineers.
  • Open to three days a week on-site in London.
  • Wants £95,000; the package he is on now is £90,000.

Decisions Made

  • Put James forward to Northwind for a first interview.

Action Items

  • [Priya] Send the Northwind brief to James.
  • [Priya] Book the client interview for Thursday, 3pm.
  • [James] Confirm his earliest start date.
No recording

Client debrief — Northwind Capital

Thu 13 Aug, 9:00am · Microsoft Teams

Note Taker scheduled

The minutes appear here once the call is over.

Daniel Whitmore
Northwind Capital
32 min

Screening — James Okafor

12 Aug, 1:30pm · Google Meet

Notes ready

Screening call for the Senior Data Engineer role at Northwind Capital. James is interested and available.

James Okafor
James OkaforSenior Data Engineer
18 min

Screening — Amir Hassan

11 Aug, 4:15pm · Zoom

Notes ready

Platform work checks out. Amir has not line-managed anyone; he is sending examples of mentoring instead.

Amir Hassan
Amir HassanSenior Data Engineer
26 min

Intake — Senior Data Engineer

7 Aug, 10:00am · Google Meet

Notes ready

Northwind confirmed the brief: London, hybrid, and Spark on AWS is not negotiable.

Daniel Whitmore
Senior Data EngineerNorthwind Capital
Booking links

Booked through your link, covered before it starts.

Send your booking link and the candidate picks a slot on your own Google or Microsoft calendar. The interview lands on the right candidate and job records with the recorder already armed for it.

Sep 6 – Sep 12, 2026 Today
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Northwind debrief

Screening · Amir

Interview · Sophia

11:00 AM - 12:00 PM
What lands on the record

The summary, and everything underneath it.

The minutes are what you read. The transcript stays under them with the recording, and what was said on the call comes back as changes to approve on the record.

Minutes 12 Aug · 32 min

Summary

Screening call for the Senior Data Engineer role at Northwind Capital. James is interested and available.

Action Items

  • [Priya] Send the Northwind brief to James.
  • [Priya] Book the client interview for Thursday, 3pm.
  • [James] Confirm his earliest start date.

Decisions and next steps

A summary, the key points, what was decided and who owes what — written onto the candidate’s record, not left in a recording nobody opens.

Transcript Screening · 32 min

Search transcript…
  • 13:41James Okafor: The platform work sounds very close to what I am doing now.
  • 13:52Priya Nair: And where would you need to land on the package?
  • 13:53James Okafor: Realistically I would want ninety-five, plus a bonus.

The transcript, searchable

The full transcript sits under the minutes, timestamped against the recording, so the exact words are there when a client asks you to justify a shortlist.

Fields proposed from the call

A salary or a notice period said once on a call comes back as a suggested change on the record, sourced to the transcript. You accept it or reject it.

Recording, handled

Recorded out loud. Kept where it belongs.

Three rules the recorder does not get to break.

  • The disclosure is handled. Participants hear the announcement when the note taker joins, so nobody on the call is recorded unknowingly.
  • Visibility follows permissions. A recording is visible to exactly the people who could see the meeting itself — access works like the rest of the record.
  • Recordings live on the record. Filed against the candidate and the job they belong to, with the transcript, rather than sitting in someone’s downloads folder.

Questions, answered.

Which recruitment CRM includes an AI notetaker for candidate and client calls?

Kepler includes one. If the call is on your synced calendar with a join link, the note taker attends it automatically — there is nothing to install into the call and nothing to remember. Zoom, Microsoft Teams and Google Meet all work the same way.

What lands on the record after the call?

A summary of the decisions and the next steps, written onto the candidate’s record, with the full transcript and the recording underneath it. The call is linked to the candidate, the job and the company it belongs to, so it shows up wherever you look next.

Do participants know they are being recorded?

Yes. Participants hear the announcement when the note taker joins the call, so nobody on the call is recorded unknowingly.

Who can see a recording afterwards?

Exactly the people who could see the meeting itself — visibility follows your permissions like the rest of the record. Recordings and transcripts are filed against the candidate and job they belong to, and you can delete a call’s meeting data from the call itself.

Does the transcript do anything beyond the summary?

It keeps working underneath. A salary, a notice period or an availability date said once on a call comes back as a suggested change on the record, sourced to the transcript it came from, and you accept or reject it like any other suggestion.

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