Want to save hours of back-and-forth scheduling? Megan's AI Scheduling has you covered! Once everyone connects their calendars, Megan takes the reins, coordinating meetings with candidates seamlessly. Say goodbye to the hassle of scheduling and hello to extra time in your day.
IMPORTANT: AI Scheduling works when you and your team have your calendars connected to Mega.
How Megan Handles Scheduling
Megan can automate scheduling calls or interviews via pipeline stages
When a candidate reaches a stage in your pipeline with AI Scheduling enabled, Megan steps in automatically.
She emails the candidate to see if they’re interested in meeting. If they say yes, Megan sends them a link to pick a time that works.
Megan, Your Interview Notetaker: Join the call, focus on the conversation, get perfect notes
If you’ve ever tried to interview and type at the same time, you know the pain: great answers fly by while you’re juggling mute buttons and bullet points. That’s why we made Megan’s AI Note-Taking. Turn it on, and Megan will join your video interview, capture an accurate transcript, draft a clean summary, and highlight action items—so you can be fully present with the candidate.
What Megan does (so you don’t have to)
Before the call
Joins the video meeting automatically when invited.
Posts a quick heads-up to participants that she’s there to transcribe.
During the call
Captures a full transcript in real time.
Tags key moments (e.g., “portfolio walkthrough,” “compensation expectations,” “technical deep dive”).
After the call
Delivers a concise summary you can skim in under a minute.
Lists action items (e.g., “Send take-home exercise,” “Schedule panel,” “Share benefits PDF”).
Saves everything to the candidate’s record so your team has a single source of truth.
The best part: Megan remembers what she transcribes. Need to know when the candidate said they could start? Just ask:
“Hey Megan, when did Sam say they could start?”
“What concerns did the candidate have about remote work?”
“Summarize the top strengths this candidate mentioned.”
How to enable AI Note-Taking
Within your workflow
Make sure the meeting type is set to a video option (Zoom, MS Teams Video, Google Meet) to your stage as usual.
In the interview settings, toggle on “AI Note-Taking.”
That’s it! Megan will auto-join at the scheduled time, let everyone know she’s taking notes, and deliver the summary + action items afterward.
Perfect for teams running standardized interview loops where you want the same, consistent notes every time.
Where the notes show up
In Megan: Attached to the interview thread and the candidate’s profile.
To your team: Shared right after the call so everyone stays aligned (no more “who wrote these notes?” mysteries).
Searchable later: Ask Megan natural-language questions about any interview she attended.
Tips for a great experience
Announce Megan at the start. A simple, “FYI, our AI assistant Megan is here to transcribe so I can focus on you,” sets the tone.
Have Megan create an interview guide. The clearer your competencies and must-haves, the sharper Megan’s summaries and action items.
Ask Megan for a lens. “Summarize this interview from a product-sense perspective” or “Highlight signals relevant to data privacy.”
Privacy & consent
Transparency first. Megan always identifies herself and her purpose (transcription + notes).
Opt-out ready. If anyone is uncomfortable, disable note-taking for that session—no hard feelings
Access controls. Notes are shared only with your hiring team, just like any other interview feedback.
FAQs
Does Megan record video?
No, she transcribes audio and generates notes. No video files are stored.
Can Megan tailor notes by role?
Yep. Add competencies (e.g., “systems design,” “stakeholder comms,” “SQL depth”) and Megan will align the summary to them.
Can I review before sharing?
If you prefer, have Megan draft notes for your approval first, then publish to the team.
Will Megan remember this interview later?
Yes. Anything she transcribes is searchable by you—just ask in plain English.
