What you need
- Call notes
- Existing role or account context
- Known participants
- Agreed agency fields
Fictional sample input
Fictional example: Client will confirm budget Friday. Recruiter to send two profiles by Tuesday. Hybrid wording still unclear. Jordan thinks the reporting line may change, but the client did not confirm this.
Follow these steps
- 1.Remove unrelated conversation and keep the original notes available.
- 2.Separate explicit decisions from opinions and tentative statements.
- 3.Identify who owns each follow-up and any stated date.
- 4.List unresolved points as questions.
- 5.Compare names, dates and commitments with the original notes.
Call notes to decisions and follow-ups
Structure the supplied recruitment call notes using only what is written. Return: confirmed decisions; commitments with owner and date where stated; unresolved questions; tentative or unconfirmed statements; and a concise follow-up draft. Do not turn an opinion into a decision. Mark any missing owner or date as not supplied.
Worked example output
- Decision: No confirmed change to the reporting line.
- Client commitment: confirm budget by Friday.
- Recruiter commitment: send two profiles by Tuesday.
- Open question: What hybrid wording should be used with candidates?
- Unconfirmed: Jordan believes the reporting line may change.
Check before you use it
- ✓ Decisions and opinions are separated.
- ✓ Owners and dates match the notes.
- ✓ Missing information remains visibly missing.
- ✓ The follow-up does not promise an unapproved action.
Limit: Ambiguous or incomplete notes produce incomplete context. Recording or transcript rules must be handled separately.