Best practices when working with AI

Metaview’s AI Notetaker and AI-generated summarizes help you focus on the conversation instead of note-taking. It automatically summarizes interviews, identifies key topics, and organizes your notes — but you remain the decision-maker. This guide outlines best practices for using AI features responsibly and effectively.

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How Metaview’s AI Notes help you

Metaview is designed to assist, not influence, your hiring decisions

• You decide which conversations Metaview joins and records.
• AI Notetaker is visible to all participants on video conference calls.
• Produces neutral summaries of conversations to save you time.
• Organizes information into structured notes and highlights.
• Assists with scorecard completion by filling in factual fields when possible.
• Lets you review, edit, redact, and share outputs before finalizing.

Metaview’s AI Notetaker and AI Notes do not:

• Make hiring decisions or recommendations.
• Infer personal traits, characteristics, or “fit.”
• Replace human evaluation or override your judgment.
• Conduct interviews on your behalf
• Provide any real-time feedback or guidance during calls

For a broader view, talent and recruiting leaders can use Metaview Reports to gain insights into their team’s interviewing patterns and performance. These reports help identify areas for training, ensure calibration across interviewers, and reinforce consistent hiring standards.

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Using templates to make AI work your way

Metaview provides a range of default templates to help you get started, such as Screening Call, Interview Debrief, and Question & Answer. These are built using established best practices for clear, unbiased documentation. Learn more about using templates However, you can also create your own custom templates to:

• Standardize your team’s notes (e.g., notes for every screening call follow the same structure).
• Capture information that best fits your workflow or company process.
• Emphasize consistent, fair evaluation criteria across all interviews.

See Creating Custom Templates for details.

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Best practice guidelines for custom templates

• Use clear, factual headings and avoid subjective or evaluative language.
• Keep fields focused on what was said, not your opinion of it.
• Regularly review your templates to ensure they still reflect your process.
• Do not including fields that would require guessing at personal traits or emotions.

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Example: good template structure

If you’re unsure how to structure your templates, work with your internal recruiting or operations team to align on your company’s best practices. For teams on our Enterprise plan, reach out to your Customer Success Manager for personalized guidance.

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Reviewing and polishing your AI notes

Every AI-generated summary in Metaview is a draft created for you based on your personal settings, templates, and configurations. Notes are generated when you view them, ensuring they reflect the way you prefer to structure your interviews. When reviewing your notes, you can:

• Edit and supplement AI Notes with your personal observations: Editing your notes
• Make redactions to remove sensitive information: Redactions
• Playback recordings and check transcripts to verify accuracy: Playback the recording
• Share manually after review: Sharing your notes

Once you manually share or push notes (for example, to your ATS), you’re confirming you’ve reviewed them.

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What AI can (and can’t) do

Metaview gives you a head start by capturing what was said — it highlights examples, details, and topics that came up during the conversation. It helps you recall key points without needing to rely on memory or replay entire interviews. Metaview AI Notes are created only from the spoken content of the conversation. They are not influenced by any physical characteristics, tone of voice, or perceived attributes of the participants. This ensures summaries remain focused on what was actually said promoting accuracy, fairness, and consistency across interviews. However, Metaview doesn’t evaluate or interpret those examples. It won’t tell you whether something is a good or bad example, whether a response was detailed enough, or how it compares to other candidates. That’s where your judgment as a recruiter comes in. When reviewing your notes, think about:

• Are these examples relevant to the role?
• Do they show sufficient depth or detail?
• How do they compare to other applicants?
• How do they align with the job requirements or competencies?

AI Notes summarize facts; you interpret their meaning. By combining AI Notes with your professional judgment, you ensure hiring decisions remain fair, thoughtful, and human-led.

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Use with your scorecards

When integrated with certain ATS providers, Metaview can automatically populate factual fields (for example, “Key technical skills mentioned”) in your scorecards. However, it skips subjective or evaluative fields such as “Culture Fit” or “Overall Impression.” To make sure everything is accurate and complete, Metaview may autofill parts of a scorecard based on what was said in the interview, but it won’t submit on your behalf. You always have the chance to review, adjust, or remove any AI-filled content before finalizing your submission. To improve autofill quality:

• Use clear, specific field labels (for example, “Candidate’s communication style with examples” works better than “General Thoughts”).
• Ensure your scorecard fields describe what to capture, not how to judge.

Learn more in Sharing your AI Notes

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Limitations to be aware of

Metaview works best when you follow the same common-sense practices you’d use if you were taking notes yourself.

• Keep the conversation clear: Background noise or overlapping speakers can make it harder for Metaview to transcribe conversations accurately — just like it would for you. Try to meet in a quiet space or ask participants to use headphones.
• Remember, Metaview captures what it hears: If something wasn’t said aloud, it won’t appear in the summary. You can always add context or clarification when you review your notes.
• Double-check speaker labels: After each call, make sure the right person is assigned to the right transcript line so notes stay accurate. See Assigning Participants for details.
• Nuance still needs your judgment: AI might miss subtlety and doesn’t analyze tone — always review summaries to make sure they reflect what really matters.

A good setup and accurate participant assignment help the Metaview capture who said what, improving both the accuracy of summaries and your ability to recall key details later.

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You’re always in control

Metaview is designed to boost productivity and recall while keeping you firmly in control. AI Notes assists by capturing and organizing what was said, but you’re always the one guiding the process. Recruiters are present during every interview, summaries appear together with full transcripts and recordings, and nothing is ever submitted automatically. You choose when and how to review, edit, and share notes. If something doesn’t look right, you can provide quick in-app feedback through Feedback on AI Notes. By combining automation with your oversight, Metaview helps you stay focused on meaningful conversations, recall facts accurately, and collaborate efficiently — all while ensuring that every action and decision remains under your control.