AI Notes

The core feature of Metaview is providing you with AI-generated summary notes for your calls.

Selecting a template

Your notes will be organized based on the selected template and can be changed by clicking Change Template. Each template has a slightly different purpose and approach, and not all templates may be appropriate for every type of call. You can also create a custom template based on your needs, existing scorecard or feedback form for an even more efficient notes submission. See instructions in the section.

The default templates are:

• Question and Answer: summarizes each question asked and each answer given by the candidate

• Topic Highlights: Summarizes topics discussed with a candidate during a conversation interview

• Recruiter Screen: Summarizes the candidate's Experience, Motivation, Compensation, and Availability

• Generic Debrief: Summarizes a candidate as discussed during a general debrief session

• Team-specific Debrief: Summarizes a candidate as discussed during a team debrief session

• Technical Debrief: Summarizes a candidate as discussed during a technical debrief session

• Role Scope: Summarizes the details discussed during a role intake session

You do not need to select a template ahead of time and you can try different templates on the same call.

Editing your notes

Edit your notes in Metaview - Watch Video

Metaview AI-generated notes are fully editable and allow you to edit, delete, correct, supplement, and personalize the final output based on your observations, priorities, and judgment. Edit the notes directly in the notes editor in your browser window and they will be saved automatically.

Metaview may sometimes mistranscribe certain words, especially proper nouns. If you correct the spelling of these words in your notes Metaview will prompt you to also update all other similar words found in the transcript and notes. Click Change all to fix all occurrences, or Dismiss to not apply any additional corrections.

If you believe that Metaview has missed out on some key information from the conversation, you can select the relevant passage in the Transcript, and click Add to AI Notes to regenerate the notes with the additional selected information.

Formatting your notes

In the notes editor, you can format your notes with the following pre-set options:

• Length: short, medium, long

• Format: bullet points, paragraphs

• Pronouns: They (default), She, He

• Identifier: "Candidate", [Candidate name] (see to change the candidate's name)

Translating your notes

Multi-lingual teams can easily share call notes with colleagues in the language of their choice. Click on the ... (3 dots) in the formatting options and select a language from the dropdown to translate your notes.

Sections

Each section in the notes can be reordered (drag the section by ⋮⋮ icon in the top-left corner). You can also copy, reformat, or delete each section individually by clicking that ⋮⋮ icon.

To review the transcript related to a section in the notes, click on the ↗️ (up-right arrow) icon.

Sharing your notes

You can easily download and share your notes with colleagues or save them outside of Metaview. Once you've selected your preferred template, adjusted the formatting, and made any edits or additions, you can share your notes in the following ways:

• Copy the text by clicking Copy Notes

• To download a PDF, select ⬇️ (dropdown) for more options and Download as PDF

• To push your notes to custom integrations, select ⬇️ (dropdown) for more options and Push to Zapier. See for details on setting up Zapier for your account. Once Zapier is set up, you will be able to select where you want to send your notes with one click.

If you have an ATS integration, and you have the necessary permissions to Post AI notes to the matched candidate profile, you can do so by clicking on your ATS logo.

You can also use the general features to share access to the full call including the transcript, recording in addition to the AI notes.