Generate a Pre-Call Agenda Automatically
Easily prepare for client check-in calls with the new Pre-Call Agenda feature! Now, from any project, you can generate a detailed agenda that groups candidates by stage, lists their recent events and offers, and lets you customize which stages and event types to include. The agenda is formatted for easy sharing - just copy it to your clipboard and paste it into an email or doc to customize as needed. This streamlines your pre-call prep and ensures your clients always have the latest candidate updates.
The formatting works best when pasted into Gmail or Google Docs, and we are rolling out a docx download version of this soon!
Pre-Call Agenda — DOCX Export
Recruiters can now generate and download a pre-call agenda as a DOCX file directly from the agenda view. This makes it easier to share candidate pipeline information with clients ahead of meetings.
Simply click the new Download button to trigger the export and receive a confirmation when your agenda is ready—no more manual prep or switching between tools.
