[Company], [role], [your name] or {COMPANY_NAME}, swap in your own details before running. Where a prompt references an attached document, upload your JD, competency framework or scorecard alongside the transcript.What’s inside
The prompting guide
A prompt is a written instruction that tells the AI what to extract from your transcript, which sources to use, and how to format the result. Think of it as briefing a very fast, very literal junior teammate — the more precise you are, the better the output.The six core prompting principles
Be specific
Assign a role
Specify your sources
Add your guardrails
N/A, Not discussed, or a blank cell).Define the output
Test before sharing
The prompt builder
Writing a prompt from scratch? Fill in these five lines and you’ll have a solid prompt every time.1. Notetaker Templates
Notetaker templates turn any interview, intake or debrief call into a structured summary. Build one once, share it with the team, and reuse it across every conversation of that type.* are designed for use with multi-source.Formatting your output. Templates render in Markdown, so you control how notes look: **bold** for titles, tools and company names; *italic* for skill or project types; <u>underline</u> to flag blockers; and - for bullet lists.1.1 — Build a template with AI (meta-prompt)
What it’s for: Have any LLM draft a Metaview template from a plain-English description.1.2 — Role kick-off / intake call (HM call)
What it’s for: Capture every detail from a hiring manager intake so the search starts aligned. Each block below is a separate template section.Role specifics
Role specifics
Compensation
Compensation
Role overview
Role overview
Role responsibilities
Role responsibilities
Ideal candidate
Ideal candidate
Role selling points
Role selling points
Interview plan
Interview plan
Other details
Other details
1.3 — Client kick-off call (search firm)
What it’s for: A thorough intake one-pager for agency and search teams.Position & logistics details
Position & logistics details
Company & product info
Company & product info
General information
General information
Role overview (search intake one-pager)
Role overview (search intake one-pager)
Requirements
Requirements
Sourcing strategy
Sourcing strategy
Interview process & assessment
Interview process & assessment
Additional information
Additional information
1.4 — Recruiter screen (enriched with JD) *
What it’s for: A generalist template for recruiter screening calls that maps the conversation against an attached JD. Attach the JD before running.
TLDR
TLDR
Motivations
Motivations
Role experience
Role experience
Covered in the JD
Covered in the JD
Not covered in the JD
Not covered in the JD
Housekeeping
Housekeeping
1.5 — Volume hiring *
What it’s for: At volume, map each candidate against the required skills in your job spec so you can see who to review first. Add all conversations, plus the JD.
1.6 — Compare candidates against a JD (enriched with JD) *
What it’s for: Lay out what each candidate said about each requirement in the JD, side by side, as preparation for a human debrief. Attach the JD.
Evidence summary
Evidence summary
Per required skill (use a repeating section)
Per required skill (use a repeating section)
1.7 — Pipeline debrief / wash-ups
What it’s for: Let Metaview sit in on your debrief with the hiring team and turn the discussion into structured notes per candidate — capturing what the interviewers said, not adding a view of its own.1.8 — Brief interviewers on areas to probe further *
What it’s for: Turn one interview into a brief for the next, flagging what the following interviewer should explore. Add multiple interviews per candidate, or multiple candidates per role.
1.9 — Role insights from HM interviews *
What it’s for: Learn how hiring managers sell the role and answer candidate questions, so you can pitch it better yourself. Add multiple interviews via multi-source.
Role pitch
Role pitch
Candidate questions
Candidate questions
1.10 — Check interview coverage consistency *
What it’s for: See which topics an interviewer covers in every interview and which only come up sometimes. Use multi-source to add multiple interviews to compare.
1.11 — Offer insights
What it’s for: Pull out what a candidate said they care about most, so you can build an offer that speaks to it. Add every conversation you’ve had with them.2. Sourcing
Great sourcing starts with a sharp brief. These prompts help you tell the Sourcing agent exactly who you’re looking for — must-haves, signals, and the near-misses to avoid — so results come back matched to your criteria rather than to a keyword.2.1 — Find candidates matching your criteria
2.2 — Find companies, not candidates
What it’s for: Flip the search to find target companies — useful for search firms placing a known candidate.3. Sequences
The best outreach doesn’t read like outreach. Sequences let you go beyond{Company} placeholders: AI prompt blocks written between {{ }} generate candidate-specific content at send time.
How prompting works in Sequences
There are two kinds of variable you can drop into a sequence step, and they do very different jobs.3.1 — Subject lines that get opened
What it’s for: Salesy subjects (“Unlimited Growth!!”) get filtered or ignored. Short, lowercase and specific wins.3.2 — The personalised opener
What it’s for: Replace generic first lines (“I came across your profile…”) with a hook specific enough that it passes the 50-person test. Drop into the first line of your first email step.3.3 — The personalised value prop
What it’s for: Pitch the right reason to move, based on where the candidate is coming from — instead of the same value prop for everyone. Adapt the if/then angles to your role’s personas.3.4 — The light ask
What it’s for: Replace heavy closers (booking links, “15–30 min call to discuss the opportunity”) with one low-friction question. Drop into the last line of your first email step.3.5 — The follow-up that adds something new
What it’s for: Follow-ups that say “just bumping this” get ignored. Each follow-up step should introduce one new reason to reply.3.6 — The break-up email
What it’s for: A graceful final step that often gets the highest reply rate in the sequence. Low pressure, leaves the door open.3.7 — Build the entire email with one prompt block
What it’s for: Instead of writing copy with prompt blocks sprinkled in, let one instruction block generate the whole body. Best once you’ve calibrated the shorter blocks above.4. Deep Research
Before you kick off a search, you need to understand the market. These long-form prompts produce market maps, talent intelligence and account prep — the homework that makes every downstream conversation sharper.4.1 — Calibration context kickoff
As demoed in the Talent Mapping webinar. What it’s for: Build deep role context to frame your criteria across sourcing, screening and application review. Put this prompt in the sourcing agent, follow its instructions, and save the output into your Metaview knowledge.4.2 — Build a reverse-map from your current team
As demoed in the Talent Mapping webinar. What it’s for: Map your current team into feeder companies, tenure patterns and career-path shapes, so you can see where the team was actually hired from.4.3 — Market map analysis
What it’s for: A defensible, executive-ready market map before active sourcing begins.4.4 — Interview kit from an intake call
What it’s for: Turn an intake call into market intel, a sourcing shortlist and an interview kit. Paste or attach the intake transcript.4.5 — Company deep-dive (6-part analysis)
What it’s for: Prep for a meeting with a client or buyer — company, market, products, competitors.5. Reports
One conversation is an anecdote; a hundred are a pattern. Report columns extract the same structured signal across your whole pipeline, so you can filter and spot trends.+, select Create with AI and paste your prompt.5.1 — Compensation as stated (current)
What it’s for: Capture what the candidate said they currently earn. Format: Currency5.2 — Compensation expectations (desired)
What it’s for: Capture the compensation the candidate said they are targeting. Format: Currency5.3 — Reason for leaving (as stated)
What it’s for: Capture the reason the candidate gave for looking for a new role. Format: Single-line text5.4 — Interest in your company
What it’s for: Capture what the candidate said attracted them to the role or company. Format: List or single-line text5.5 — Current company
What it’s for: Extract and normalise the candidate’s current employer. Format: Single-line text5.6 — Talent market signals
What it’s for: Read what candidates say about their current employer, to understand which companies people are leaving and why — a market read drawn from conversations you’re already having. Format: Single-line text5.7 — Location extraction columns
Format: Single-line text (city, country) / List (relocation)Location (city)
Location (city)
Location (country)
Location (country)
Willingness to relocate
Willingness to relocate