Multi-step workflows open up endless possibilities, helping your team tackle complex tasks effortlessly. Whether you’re streamlining recruitment or automating interview meetings, workflows offer a customized approach to save time, stay consistent, and simplify the process—all in one seamless flow.
🎓 Case Study: Automating Interview Processes with Workflows
The team faced challenges managing a diverse range of interviews, from technical to non-technical. Note-taking was time-consuming, and ensuring their squads or teammates received timely updates added to the complexity.
They needed a solution to streamline their workflow by enabling the creation of tailored templates interviews ensuring summaries aligned with their specific requirements. Furthermore, the ability to seamlessly share these templates across the team was essential for maintaining consistency and improving collaboration.
How to:
For this case study, the creation of the workflow can be applicable in any type of interview. In general, this workflow summaries the results of the interview. If you are just starting out, and is new to Workflow, we recommend meet your first workflow.
Part 1: Setting up AI quick Prompts or Custom AI prompts
We start our Tactiq building journey with the first step of the automation process: the AI section. This section is designed to efficiently summarize transcriptions, making it easier to capture key insights of the candidates.
In this example, I'm using the different type of AI right after another, but you can pick either one or another depending on your needs.
Currently, there are two ways to use AI:
Quick Prompts:
Pre-designed by our product team for immediate use. To use these prompts, click on the ➕ node to open the dropdown menu and select either HR - Interview Recap or HR - Candidate Details.
HR intro call - Candidate Details
HR intro call - Candidate Details
It analyze the transcription of a job interview and summarize the candidate's profile under the following categories: Name, Position Applied For, Professional Experience (including previous roles and achievements), Skills, Work Preferences, Salary Expectation, Availability, and Current Status. Include the interview date and next steps at the end of the summary.
HR interview recap
HR interview recap
It summarizes the transcription of a job interview, focusing on the key highlights of the candidate's professional background.
Custom Prompts:
For intermediate and advanced users who want more control and personalization. To use these prompts, click on the ➕ node to open the dropdown menu and select AI: Write your own prompt.
Example of custom prompts
Example of custom prompts
Summarise {{ step1.output }} in this format:
Candidate Name: Please specify the name of the Candidate
Role Applied For: [Insert job role]
Interview Date: {{ meeting.date | date: "%A, %b %d, %y" }}
Summary of Performance:
Core Technical Skills: Evaluate the candidate's ability to demonstrate the required technical skills for the role. Provide specific examples or observations (e.g., "demonstrated strong knowledge of Python, particularly in data manipulation using Pandas").
Problem-Solving Ability: Describe their approach to solving technical problems (e.g., "used a structured and logical approach but struggled to debug complex scenarios").
Communication: Assess their ability to explain their technical decisions and thought processes clearly.
Adaptability and Learning: Comment on their ability to adapt to new challenges or feedback during the interview.
Key Strengths:
List 2–3 standout strengths relevant to the role.
Areas for Improvement:
List any notable gaps or areas where the candidate struggled.
Recommendation:
Pass to Next Round
Further Review Required
Do Not Proceed
Reason for Recommendation: Provide a concise, evidence-based explanation for your decision.
Analyze the interview transcript to summarize the candidate's responses during the behavioral interview and evaluate their fit for the role of Senior Customer Success Manager at InnovateTech. Your summary should include the following aspects: Professional Background and Experience: Provide an overview of the candidate's relevant work experience. Highlight specific projects or accomplishments mentioned by the candidate. Skills and Competencies: Summarize the key skills the candidate possesses that are relevant to the role. Include examples of how the candidate has demonstrated these skills in their previous roles. Client Relationship Management: Evaluate the candidate's ability to manage client relationships effectively. Mention any specific instances where the candidate showcased their expertise in client relationship management. Problem-Solving and Initiative: Assess the candidate's problem-solving skills and their ability to take initiative. Highlight any examples where the candidate proactively addressed challenges or implemented improvements. Teamwork and Collaboration: Summarize the candidate's work style and their approach to teamwork and collaboration. Provide examples of how the candidate has worked effectively as part of a team. Conflict Resolution: Evaluate the candidate's approach to handling conflicts or disagreements in the workplace. Mention any specific instances where the candidate resolved conflicts effectively. Cultural Fit: Assess whether the candidate's values and work style align with InnovateTech's culture. Include the candidate's preferences for their work environment and their views on collaboration. Motivation and Career Goals: Summarize the candidate's motivation for applying to InnovateTech. Outline the candidate's short-term and long-term career goals and how they align with the role. Questions and Concerns: List any questions the candidate asked about the role, team, or company. Note any concerns or uncertainties the candidate expressed during the interview. Based on the above criteria, provide a comprehensive evaluation of whether the candidate is a strong fit for the Senior Customer Success Manager position at InnovateTech.For each key point or topic discussed, include a corresponding timestamp from the transcript to cite when that moment was addressed. This citation should be formatted as [mm:ss], indicating the exact minute and second where the related discussion can be found.
📚 Homework
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