For Recruiters and HR professionals, clear and consistent meeting notes are crucial for effective talent management. This checklist helps ensure you capture all essential information, from initial interviews to performance reviews, preventing details from blurring and improving decision-making.
For candidate interviews and performance review conversations, CraftNote is worth adding: it records directly from your device without a bot joining, and automatically extracts action items and key points instead of you writing everything down.
CraftNote transcribes and summarizes conversations and extracts action items, matching the 'highlight action items, decisions made' and 'capture direct quotes' steps this checklist calls for. It's GDPR-compliant, with data encrypted and stored on EU servers, and raw audio auto-deleted after 60 days, relevant for handling sensitive candidate and employee data. It works fully offline for in-person interviews.
Pros
- No bot joins the call, works for in-person interviews too
- GDPR-compliant EU data storage with automatic raw audio deletion after 60 days
- Automatically extracts action items and key discussion points instead of manual note-taking
Cons
- No built-in ATS, scoring rubric, or bias-detection features
- Free tier has usage limits
⚠️ Common Mistakes to Avoid
- Allowing candidate details to blur together by not using a consistent evaluation template.
- Failing to capture specific behavioral examples, leading to vague performance feedback.
- Taking notes that are overly subjective or biased, compromising fairness in reviews.
- Not documenting action items or responsibilities, resulting in missed follow-ups for onboarding or performance plans.
- Storing sensitive meeting notes insecurely, leading to privacy breaches or compliance issues.