Intake Call to Intake Notes
Stop retyping intake calls. Connect your call recorder — Fireflies, Fathom, Zoom, Gong, tl;dv, Grain, or Avoma — and turn the client kickoff call into structured Intake Notes: must-haves, nice-to-haves, compensation, process, and red flags, each tied to what the hiring manager actually said.
- Documents needed
- Optional:Job descriptionIntake notes
- Output
- →Document
- Connectors used
- Call recording:AvomaFathomFireflies.aiGongGraintl;dvZoom
Choose which connector to use each time you run it.
What it does
Intake Call to Intake Notes reads the transcript of your recorded client intake call and writes the project's Intake Notes document — the structured brief that gates and grounds the rest of the pipeline (JD builder, sourcing plan, qualification). Every requirement it records is tied to what was said on the call, with direct quotes for the load-bearing points and explicit flags for anything the call left unanswered.
Why recruiters use it
- The intake call is the highest-signal moment of a search — capture all of it, not what memory kept.
- Intake Notes unlock the rest of Calyflow: the JD builder, sourcing plan, and qualification criteria all read them.
- Evidence-based notes settle "that's not what I asked for" debates — every requirement quotes the hiring manager.
- Gaps are flagged, not papered over — you know exactly what to ask in the follow-up email.
What you get
An Intake Notes document with the role snapshot, the client's context and motivation for the hire, must-have and nice-to-have requirements (each with the supporting quote), compensation and logistics, the interview process, red flags and open questions, and sourcing hints the client let slip.
What you need
- A connected call-recording tool (Fireflies, Fathom, Zoom, Gong, tl;dv, Grain, or Avoma) with the intake call recorded on it.
- Optional: tell the agent which call to use ("yesterday's call with Acme") — otherwise it picks the most plausible recent intake call and says so.
How to run it
Pick your call-recording tool when starting the run, optionally name the call or client, and run. The notes are saved to the project as its Intake Notes document — review, edit, and the rest of the pipeline picks them up.
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