AI Notetaker
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Overview
Recruiter calls and meetings are packed with critical information—but manually taking notes is slow and error-prone. ATZ CRM's AI Notetaker automatically records your Zoom, Meet, and Teams calls, generates accurate transcripts, creates summaries, and produces AI-driven notes—saving hours of effort and keeping all details perfectly organised within your CRM.
📄 All-in-One Meeting Management
Record meetings, generate transcripts, create summaries, and attach notes directly to candidate or client profiles—keeping every interaction tracked and easily accessible in one place.
🧠 Purpose-Built Recruitment AI
Unlike generic transcription tools, ATZ CRM’s AI Notetaker understands recruitment workflows, context, and terminology, making your notes accurate, relevant, and instantly usable.
✉️ Effortless Call Summaries
Automatically produce structured, concise meeting summaries and AI-generated notes for every candidate or client conversation—ready to review, share, or act on immediately.
📢 Centralised Communication Records
Keep all call data, transcripts, and summaries stored within ATZ CRM so your team can access, collaborate, and refer back to conversations whenever needed.
🎯 Contextual Candidate & Client Insights
AI Notetaker highlights key points, decisions, and follow-up actions, pulling role-specific and client-specific context to help recruiters make faster, informed decisions.
🎙️ Seamless Team Collaboration
Share transcripts, summaries, and notes across your recruitment team while maintaining a consistent, accurate record of all interactions—ensuring nothing is missed.
Key Benefits
Save hours with instant AI-driven meeting transcription and summaries
Capture every detail with accurate, recruitment-focused call notes
Keep conversations linked directly to candidate and client profiles
Share summaries instantly for faster team alignment and collaboration
Share summaries instantly for faster team alignment and collaboration
Never miss key decisions or follow-up actions from any call
Improve productivity without adding extra recruiter workload
Store all transcripts securely for compliance and easy reference
Act quickly on candidate and client needs with on-demand insights
Let recruiters focus on relationships, not manual note-taking
How It Works
Seamless Meeting Recording
Automatically record Zoom, Meet, or Teams calls with one-click AI Notetaker integration, ensuring nothing important is ever missed.
Recruitment-Focused Transcription
Generate precise, timestamped transcripts optimized for recruitment conversations, candidate interviews, and detailed client calls for complete clarity.
AI-Powered Summaries & Notes
Receive concise summaries, actionable insights, and organized talking points—instantly ready for review, follow-up, or sharing with the team.
Centralized Call Documentation
Securely store recordings, transcripts, and AI notes directly inside ATZ CRM, keeping all meeting data in one accessible place.
Profile-Linked Contextual Storage
Automatically attach meeting records to the relevant candidate or client profile for better tracking, history, and context in future interactions.
Consistent Team Knowledge Sharing
Ensure every team member has access to unified, accurate meeting records for informed collaboration, faster decisions, and improved recruitment outcomes.
Use Cases
💼 Candidate Interview Recording
Capture every detail of candidate interviews with automatic recording, ensuring accurate evaluation and future reference.
📩 Client Meeting Summaries
Provide clients with clear, AI-generated meeting summaries that outline discussions, next steps, and agreed deliverables.
📣 Internal Team Briefings
Keep your recruitment team aligned with concise AI notes from internal strategy or pipeline review meetings.
📑 Role Kickoff Discussions
Document all role requirements, client expectations, and hiring criteria from initial kickoff calls without missing key details.
🧾 Candidate Feedback Tracking
Record and transcribe client feedback sessions on candidates, ensuring recruiters have precise, actionable insights for follow-up.
Integrations
Nylas
Calendar
Microsoft 365
Google Meet
Zoom
Microsoft Teams
Frequently Asked Questions
How is ATZ CRM’s AI Notetaker better than standalone meeting tools?
ATZ CRM’s AI Notetaker is built specifically for recruitment workflows. Unlike generic meeting recorders, it automatically links recordings, transcripts, summaries, and AI notes to candidate or client profiles inside your CRM. It understands recruitment conversations, detects hiring-related insights, and organizes them for instant action—no exporting, manual tagging, or extra software needed. This means faster follow-ups, fewer missed details, and fully centralized hiring intelligence.
Can we edit or refine the AI-generated meeting notes?
Yes—absolutely. You can review, edit, and customize all meeting notes before sharing or storing them. The built-in editor allows you to adjust tone, add context, and remove any irrelevant points with ease. You can also highlight action items, assign tasks directly, or attach files. Think of the AI as your intelligent assistant—capturing every detail while keeping full control in your hands.
How does ATZ CRM ensure meeting data is secure and private?
Security is our top priority. All meeting recordings, transcripts, and notes are encrypted in transit and at rest using enterprise-grade protocols. Access is restricted to authorized team members only, with role-based permissions for sensitive data. We also comply with GDPR and other global privacy regulations, ensuring your candidate and client data stays protected at all times.
Does the AI Notetaker work with Zoom, Teams, and Google Meet?
Yes—our AI Notetaker seamlessly integrates with all three platforms without any extra steps. You simply schedule the call, add the AI Notetaker as a participant, and it automatically joins to record, transcribe, and summarize. Once the meeting ends, all assets are instantly available inside ATZ CRM, linked to the relevant candidate, role, or client profile for easy access.
What types of meetings can the AI Notetaker capture?
ATZ CRM’s AI Notetaker can capture and process a wide range of recruitment-related calls including:
→ Candidate Interviews & Screening Calls
→ Client Requirement Discussions
→ Internal Hiring Strategy Meetings
→ Role Kickoff & Briefing Sessions
→ Offer Negotiations & Closing Calls
→ Candidate Feedback & Review Meetings
Have more questions?
Our support team is ready to help you with any questions about this feature.
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