What AI can prepare for this workflow
The scope is organizing notes or transcripts whose use has been agreed into handoff fields. Retain statement references and questions for follow-up.
Separate experience, preferences, and adviser observations. The workflow does not make hiring or suitability scores. The responsible person confirms what will be presented to the candidate and shared with an employer.
Information to prepare
Use records with an agreed purpose and access scope, and retain who said what.
| Input | Information needed | Check |
|---|---|---|
| Notes or transcript | Speaker, words, timestamp or line | Recording permission and agreed use |
| Candidate-provided information | Details needed to verify experience and preferences | Current information and sharing scope |
| Handoff fields | Experience, preferences, unknowns, questions | Separate observations from facts |
| Operating rules | Access, storage, retention | Candidate and employer sharing process |
How AI and the responsible person work together
Keep a path from each summary field back to the original and review before sharing.
| Stage | What AI prepares | Human action |
|---|---|---|
| 1. Organize | Separate speakers and topics | Check transcription errors |
| 2. Summarize | Experience and preferences with references | Check that meaning is preserved |
| 3. Questions | Unknown conditions and follow-up questions | Choose what to confirm with the candidate |
| 4. Share | Approved summary in handoff format | Confirm recipients and access |
Example: Separate statements from pending questions
Fictional interview E avoids turning a brief statement into unverified years of experience or a capability assessment.
| Category | Summary or question | Reference and status |
|---|---|---|
| Candidate statement | Handled business sales in a previous role; details pending | Interview E at 02:10; duration unconfirmed |
| Preference | Prefers remote work; days and on-site conditions pending | Interview E at 08:20 |
| Adviser observation | Ask about customer types and proposal scope next time | Adviser note, distinct from the candidate's statement |
| Next questions | Confirm dates, customer types, and working preferences | From unknowns; no suitability assessment |
Adapt the worksheet to your workflow
Download the text file with the sample and blank fields, then copy and adapt it.
What the responsible person checks
Compare meaning, negation, timing, and speaker with the original. Avoid adding unspoken experience or capabilities, and keep impressions separate from candidate facts.
Limit information to the purpose and define access and retention. Confirm candidate statements and sharing conditions before sending information to employers.
Pilot the workflow and include review and correction time
Use a small set of reviewed records to assess source agreement and handoff usability.
| Measure | Record |
|---|---|
| Statement accuracy | Changes to meaning, speaker, or timing |
| Traceability | Fields that can be checked through a timestamp or line |
| Unknowns | Gaps filled by assumptions |
| Handoff time | Summarizing, original review, correction, and sharing |
Can the workflow start without a recording?
It can start with notes. Attach references to the original note sections. When recordings are used, check transcription errors as well.
Can summaries be saved in an ATS or candidate system?
Review the fields, access, and storage conditions. Keep drafts separate from approved records and verify the process for avoiding incorrect overwrites.
Public sources informing the design
PeopleX's recruitment product page describes reviewing recordings and answers as summaries or full text. The ability to revisit records informs this human-reviewed handoff example. Source checked October 12, 2026.
Discuss interview-note preparation and handoff
Share the current recording or note process, recipients, and candidate system. We can examine summary fields, review screens, access, storage, and sharing.
Discuss interview-note preparation and handoff
Tell us which preparation or sharing step takes time after an interview.
AI for Recruitment Interview Notes