Smarter Week

How to automate it

How to automate “interview candidates and write up scorecards”

Here are 2 ways to spend less time on this, best first. Each comes with steps you can follow today and, for AI fixes, a prompt to copy.

60 min
typically, a few times a week
30%
of the time can be automated
Easy
to set up

Fix 1 of 2

AIBest fix

Let AI write the interview scorecard from the transcript

Interview tools like Metaview, BrightHire, or the AI built into Greenhouse and Ashby, take notes and fill in scorecards against your criteria. You review and add your judgment.

Typically saves about 40% of the time15 min to set up
  1. 1Check with recruiting which interview notetaker is approved and tell candidates it is on.
  2. 2Make sure each interview has written criteria in the ATS.
  3. 3After the call, review the AI-filled scorecard and add your rating and reasons.
  4. 4Without an interview tool, paste the transcript into AI with the prompt below.
Prompt to copy
Here are the criteria for the [ROLE] interview and the transcript. For each criterion, give: evidence from the transcript (quote it), strengths, concerns, and questions to probe in the next round. Do not give a hire or no-hire decision; I will make that.

Criteria:
[PASTE]

Transcript:
[PASTE]

Tools: Metaview · BrightHire · Greenhouse AI · Ashby AI · ChatGPT, Claude, Gemini or Microsoft Copilot

Fix 2 of 2

AI

Let an AI notetaker write the notes and the recap

A notetaker records the meeting, writes the summary and action items, and you send the recap in one click.

Typically saves about 75% of the time15 min to set up
  1. 1Check which notetaker your company allows: Copilot in Teams, Zoom AI Companion, Google Meet "Take notes for me", Otter, Fireflies or Granola.
  2. 2Turn it on for your recurring meetings and tell attendees it is on.
  3. 3After the meeting, review the action items and fix names or owners.
  4. 4Send the recap straight from the tool, or paste it into email or chat.

Tools: Copilot in Microsoft Teams · Zoom AI Companion · Google Meet "Take notes for me" · Otter, Fireflies or Granola

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.

CEO / FounderGeneral Manager / VPDepartment head / DirectorPeople manager / Team lead

HourLeak · the 8-minute work audit

How many hours does this cost you?

The free 8-minute check works out where your week goes and gives you your top fixes. The team scan does the same for everyone and adds it up, so you know which leaks to fix first.

Take the free check Scan my team, $49

Answers are anonymous. Leaders only see team totals.

Other common tasks for CEOs / Founders