Scheduling and Conducting Interviews with AI Notetaker

ashby's ai notetaker automates the process of capturing interview details by joining your video calls to record, transcribe, and summarize conversations this article explains how to enable the ai notetaker for your interviews and understand the candidate and interviewer experience for information on how to review recordings, transcripts, or use ai features post interview, see ai notetaker post interview docid\ ch6tuue gvaqcylmp9bo8 prerequisites to use this feature, your organization must have the ai notetaker enabled by an org admin for setup and configuration, see ai notetaker setup and permissions docid\ alqifj88 70 q489mkpqp ai notetaker is compatible with video conferencing on zoom, google meet, and microsoft teams configuring on schedule interview activities ai notetaker can be turned on for schedule interview activities in your interview plans this means it is automatically enabled for any interviews scheduled with zoom, google meet, or microsoft teams, as long as the candidate and at least one interviewer has opted in if you need to learn about schedule interview activities, check out setting up schedule interview activities docid 0z5jm eqkvzq oqc03rer editing schedule interview activities in a job's interview plan requires elevated admin permissions or higher for that job if your org admin has set ai notetaker as a default setting in setting scheduling defaults docid\ obyntivrg5pxertem4tml , it is automatically enabled on your schedule interview activities updating the ai notetaker settings directly in the interview activity overrides any org level default settings going forward enabling ai notetaker on the activity to add the ai notetaker to a specific schedule interview activity navigate to jobs > jobs and select your job go to the interview plan section and select modify on the schedule interview activity you want to edit navigate to the communication tab in the ai notetaker section, toggle the tool to on and select your recording mode speaker view captures only the video of the active speaker (default) gallery view captures all participants in a grid layout audio only captures audio only; the video remains a black screen both speaker and gallery views capture any screen sharing that occurs during the interview screenshot of the communication tab in an interview activity showing the ai notetaker toggle set to on and recording mode options selecting a compatible location ai notetaker works with video conferencing via zoom, google meet, and microsoft teams, which should be set as the location in the schedule interview activity ai notetaker does not currently support microsoft teams on gcc high or zoom gov to configure the location navigate to jobs > jobs and select your job go to the interview plan section and select modify on the schedule interview activity you want to edit navigate to the communication tab under the location field, select either google meet, zoom, or microsoft teams from the dropdown (depending on what your organization uses) click submit screenshot of the location dropdown menu in the interview activity settings showing video conferencing options configuring when scheduling interviews when manually or auto scheduling an interview, you can configure the ai notetaker to join the meeting in the configure communications step of the scheduling process this allows you to specify whether the ai notetaker is enabled for a specific interview, even if disabled by default to adjust ai notetaker settings during scheduling click on the ai notetaker tab on the left after arriving at the configure communications scheduling step screenshot of the ai notetaker tab in the left hand sidebar of the interview scheduling configuration enable or disable ai notetaker as needed on the ai notetaker tab, you may see a message indicating that ai notetaker is not eligible to record the meeting this occurs when the candidate has opted out no participating interviewers have ai notetaker usage enabled the location of the interview is not compatible with ai notetaker the message clearly states the reason ai notetaker does not record screenshot of a warning message in the scheduling workflow explaining why an interview is not recorded determine the recording mode on the invite settings tab, ensure the location is compatible with ai notetaker (zoom, google meet, or microsoft teams only) viewing and editing the recording status on the candidate profile you can view whether an upcoming interview is or will be recorded on the interview event on the candidate's profile a rec icon shows on the interview activity screenshot of a candidate profile activity feed highlighting the rec icon on a scheduled interview if you'd like to set a specific interview to be recorded or not recorded, click actions and select record this interview to record the interview select cancel planned recording to cancel the recording of the interview screenshot of the actions menu on an interview activity showing options to record this interview or cancel planned recording when enabling or disabling recording on an already scheduled interview, if calendar invites have already been sent, updated calendar invites are sent to the candidate and participants this ensures recording disclosure messaging is appropriately added or removed from invites so all participants are aware candidate experience and consent management consent management settings are configured by org admins see ai notetaker setup and permissions docid\ alqifj88 70 q489mkpqp for more info candidate consent experience with ai notetaker disclosure messaging allowing candidates to opt out of recording is included in calendar invites and can be configured in the consent management tab https //app ashbyhq com/admin/interview/recording settings/consent of the ai notetaker admin page a preview of this messaging can be seen on the calendar invites tab of the configure communications step during the scheduling process screenshot showing a preview of a candidate calendar invite containing the recording disclosure and opt out link when a candidate clicks the link to opt out, they are brought to another page where they can click opt out the messaging on this page can also be configured by org admins in the consent management tab https //app ashbyhq com/admin/interview/recording settings/consent of the ai notetaker admin page screenshot of the external candidate consent page with the button to opt out of interview recording opted out candidates once a candidate opts out, any recording on any scheduled or future interviews is disabled any existing calendar invites for upcoming scheduled interviews are updated to remove recording disclosure messaging (and optionally include a message specifically for candidates who have opted out, if configured by org admins) if a candidate has opted out, they can use the same link to opt back in viewing candidate recording consent status recording consent can be found in the summary section of the candidate's profile if you've received communication from the candidate confirming that they'd like their status changed, you can click the pencil icon to manually update the status on their profile screenshot of the candidate summary section showing the recording consent status and the edit icon if recording consent is updated, an event is added in the candidate's feed on their profile for easy reference interviewer experience with ai notetaker org admins can select which employees within the organization have ai notetaker enabled or disabled if at least one interviewer within a single scheduled interview activity (including an activity with multiple interviews scheduled) has ai notetaker enabled, all interviews in that activity can be recorded interviewers receive disclosure messaging within calendar invites informing them when an interview will be recorded this messaging is configured by org admins and can be previewed on the calendar invites tab of the configure communications step, along with candidate messaging joining interviews with ai notetaker the ai notetaker supports zoom, google meet, and microsoft teams the tool typically joins meetings up to one minute before the scheduled start time to ensure it is available immediately it appears as its own participant cell within the meeting interviews with phone call or custom locations are not recorded review the information below for your conferencing software to ensure you correctly admit the ai notetaker so it can successfully record the ai notetaker does not currently support microsoft teams on gcc high or zoom gov zoom the ai notetaker experience in zoom depends on your specific meeting settings no waiting room the ai notetaker joins the call automatically at the scheduled start time with a waiting room the ai notetaker enters the waiting room when the host starts the meeting you must admit the ai notetaker for it to join the interview recording indicators the zoom recording indicator is not active unless you are also using zoom's native recording feature the ai notetaker does not work if you have end to end encryption enabled in your zoom admin settings google meet google meet requires manual admittance for the ai notetaker to participate admittance the ai notetaker joins the waiting room and must be admitted by a host if not admitted within 10 minutes, the ai notetaker is removed from the meeting due to google meet's native rules ensure host management is turned off in your google meet settings so that all participants can admit the ai notetaker into the call google may place meeting bots like the ai notetaker in a "with potential risks" queue this is a standard google security change and does not reflect a specific risk with ashby for more information, see the google workspace updates blog https //workspaceupdates googleblog com/2026/02/safeguarded guest admit flow in google meet html select the three dots to the right of deny and click admit entry to allow the ai notetaker to join microsoft teams the ai notetaker joins the microsoft teams waiting room and must be admitted by a host if it is not admitted within 30 minutes, it automatically leaves the meeting now that you've learned how to schedule and conduct interviews with ai notetaker, see how to review recordings, transcripts, and ai features in ai notetaker post interview docid\ ch6tuue gvaqcylmp9bo8