HOW TO LOG AN ACTIVITY
Click “Log in Activity” on the right side of a candidate record, then pick the type (email, note, call, etc.) from the dropdown.
- Type to filter activity types
- Associate activities with specific searches
- Add notes with subcategories
- Use voice dictation (microphone icon throughout system)
- AI-assisted professional writing cleanup available
KEY INSIGHT Every interaction with a candidate gets logged here. The system keeps a permanent record so anyone on the team can see the full history months later. |
USING VOICE DICTATION
Click the microphone, talk like you’re giving instructions to a person (not a robot), then click the microphone again to stop. You can ramble, say “umm” — whatever. The AI cleans it up into professional language.
CONVERTING DICTATION TO EMAIL
After you dictate, click the dropdown next to the letter icon and choose “Convert to Email” or “Convert to LinkedIn InMail.” The AI formats it for you. You can edit before sending.
| The system drafts the email based on your voice notes. Review, tweak if needed, then copy to Outlook. Outlook integration is coming soon. |
SAVING ACTIVITIES
For now, copy/paste the email into Outlook to send. But always hit Save so the activity stays on the candidate’s record permanently. Whatever you save stays on that candidate’s profile forever — anyone looking 6 months later will see it.
CLEANING UP NOTES WITH SUMMARIZE
If your notes are messy or too long, click the note icon then “Summarize.” The AI condenses and cleans up your notes while keeping the key information.
KEY INSIGHT Summarize is your cleanup tool. Messy notes go in, polished notes come out. |
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