How AI Application Review Works
To start a review, open Metaview, click Application Review in the sidebar, and select a role from your ATS.- Select a role and stage You will see a list of open roles pulled from your connected ATS. Pick the role you want to review, then choose which pipeline stage to pull candidates from. This defaults to the Application Review stage, but you can select any stage.
As part of setup, you can also optionally configure how rejections are handled:
- Default rejection reason: Select a reason that will automatically be applied in your ATS when candidates are rejected. This helps keep your data consistent and saves time during review.
- Rejection email: Choose which email template to send to candidates when rejecting them. These email templates will come straight from your ATS. This allows you to tailor communication based on stage or role. If no email is selected, no automatic rejection email will be sent.
- Add documents To make the review more precise, you can attach a job description or other role documents. This step is optional but recommended. The extra context helps Metaview generate a more complete and accurate Candidate Profile, so you can move faster through setup.
- Refine the Candidate Profile Using your job description and any attached documents, Metaview will generate a draft Ideal Candidate Profile (ICP) that summarizes the key requirements: experience, skills, education, red flags, and positive signals. Edit as needed and once it looks right, click
Start Reviewing.
- Review candidates Once you accept the Candidate Profile, Metaview pulls all candidates from the selected stage in your ATS and evaluates each one individually against the ICP. Each candidate gets written reasoning covering their strengths, gaps, and an overall fit rating:
- Strong match: Closely aligns with the ICP across key criteria
- Good match: Aligns with most requirements, with some gaps
- Partial match: Some alignment, but notable gaps remain
- Low match: Limited alignment with the ICP
- Inconclusive: No CV was uploaded, the file was corrupted, or the resume could not be parsed These ratings are intended to support — not replace — your review. The written reasoning behind each rating is provided so you can apply your own judgment and context when assessing candidates.
- Provide feedback to refine results As you review, mark candidates as
Yes/Maybe/Noand add feedback. After a few ratings, you can choose to refine your search — Metaview uses your input to adjust how candidates are evaluated, so the results better reflect what matters to you. You can also edit your Candidate Profile or create a new one at any point. When you do, Metaview re-evaluates candidates against the updated profile. - React to potential candidates Once you have identified the right people, you can take action directly from Metaview:
- Progress candidates: move them forward to the next stage in your ATS
- Reject candidates: reject them in your ATS, with a rejection email sent using the template you configured during setup You always make the final call. Metaview never auto-rejects anyone.
New Candidates
When new applications come in through your ATS, they are picked up and evaluated against your current Candidate Profile. New candidates appear alongside your existing pool with the same written reasoning and match ratings, so your review stays up to date without starting over.Pausing and managing reviews
You can stop an Application Review either temporarily or permanently, depending on your needs. If you pause a review, Metaview will stop evaluating new candidates. When you resume, all candidates currently in the selected ATS stage who have not yet been evaluated will be processed — including those who applied during the pause. This may use credits for all newly accumulated candidates. Candidates who were progressed or rejected in your ATS while the review was paused will not be re-evaluated. If you want to stop reviewing candidates entirely, there are two options depending on your situation. To prevent new applications from being processed, close or unpublish the role in your ATS (e.g. Greenhouse, Ashby), which stops new candidates from entering the pipeline. If the role is complete and no further review is needed, you can delete the Application Review in Metaview. Deleted reviews are archived and no longer consume credits.Rejection emails
When you reject candidates through Application Review, the rejection email is sent through your ATS (not from Metaview directly). A few things to know:- Template and reason: You select defaults during setup, but you can override the rejection email template and rejection reason.
- Timing: Rejection emails are sent automatically on a weekday morning, within two days of the status change. The timezone used for send timing may vary depending on your ATS — Ashby uses the workspace default timezone, while Greenhouse uses the timezone from your Greenhouse account settings. This timing is not customizable at this time.
- Sender: The sender is controlled by your ATS, not by Metaview. To change the sender, update it in your ATS settings.
Permissions and Sharing
Who can see and act on an Application Review depends on your role in Metaview and your ATS.| Role | Access level |
|---|---|
| Metaview workspace admin | Can access all Application Reviews across all roles, regardless of ATS permissions. |
| ATS Organization Admin (e.g. Ashby Organization Admin, Greenhouse Admin) | Same as Metaview workspace admin — access to all reviews. |
| Hiring team member | Can access reviews for roles where they are on the hiring team in your ATS. |
| Other users | No access unless a review is shared with them. |
How it works with your ATS
Metaview syncs hiring team membership directly from your ATS. The roles that appear in Application Review are determined by which jobs you are on the hiring team for.In Ashby, Metaview determines access based on hiring team membership, not Access Roles. If a job doesn’t appear in Metaview, ask your Ashby admin to add you to the hiring team for that role.