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Prepare a hiring-manager intake

Turn mixed role material into a focused agenda, with conflicts and unanswered questions visible before the call.

What you need

  • Current role brief
  • Available intake notes
  • Previous client feedback
  • Approved agency intake standards

Fictional sample input

Fictional example: Finance Manager. The brief says five days in the office. A later note says two days working from home is fine. Salary and reporting line are confirmed. Fixed office days are not stated.

Follow these steps

  1. 1.Gather only the current source material.
  2. 2.Separate confirmed facts from notes and assumptions.
  3. 3.Ask the AI workspace to identify conflicts and missing requirements.
  4. 4.Turn unresolved points into neutral intake questions.
  5. 5.Check the output against every source before the call.

Hiring-manager intake agenda

Using only the supplied role brief, intake notes, previous feedback and agency standards, prepare a hiring-manager intake agenda. Return: confirmed requirements with source references; contradictions; unresolved questions; requirements to confirm; and a short ordered agenda. Do not invent details or treat an assumption as approved.

Worked example output

  • Confirmed: Finance Manager; salary and reporting line supplied.
  • Conflict: the brief says five office days; a later note allows two home-working days.
  • Requirement to confirm: Which working arrangement should be communicated to candidates?
  • Agenda: confirm working pattern; establish fixed days; agree candidate wording; review remaining open requirements.

Check before you use it

  • Every requirement appears in a supplied source.
  • Conflicts have not been silently resolved.
  • Questions are neutral and suitable for the hiring manager.
  • No confidential material is included unnecessarily.

Limit: The output cannot know an unstated requirement or approve a client decision. The recruiter must confirm the final brief.