# Candidate Record Updates

> Trust every candidate record after a call. A routine Jane, the AI employee from Forge AI, runs for staffing and consulting firms.

After each recorded call or email with a candidate, Jane updates availability, rate, locations, contract or permanent preference and credentials on the record. She writes a screening note with the next step and the jobs discussed to stop a second recruiter calling about the same job. She merges duplicate candidate records.

Page: https://forge-labs.io/routines/candidate-records-updated-after-every-conversation/

## How it works

1. **A candidate conversation ends.** The routine starts after each recorded call and each email with a candidate. Jane reads the full call or the email thread.
2. **Jane updates the fields.** Jane updates availability, rate, locations, contract or permanent preference and credentials on the candidate record in your applicant tracking system.
3. **The record holds a screening note.** Jane writes a screening note on the record with the next step and the jobs discussed. Another recruiter can then see who already called about each job.

**When it runs:** After each recorded call and each email with a candidate.

**What stays with your team:** Jane updates candidate records and writes notes in your ATS on her own. She leaves duplicate records for a person to resolve.

**Who uses it:** Recruiters, Sourcers, Coordinators

**Team:** Operations

**Built for:** Healthcare staffing, IT staffing, Offshore and nearshore staffing, Skilled trades and light industrial, IT services and consulting, Recruitment process outsourcing

**Works with:** Bullhorn, Avionté, Greenhouse, Ceipal, Gmail, Outlook, Fireflies, Granola

## Questions

### What does the Candidate Record Updates routine do?

It updates each candidate's record in your ATS after every recorded call and email, with current availability, rate, preferences and a screening note, so the whole team works from the same facts.

### Does Jane change records without asking?

She writes field updates and notes on her own, because that is the work being taken off the recruiter. She never merges or deletes records; duplicates are flagged in chat for a person to resolve.

### Which systems does it work with?

Bullhorn, Greenhouse, Crelate, Ceipal and most other applicant tracking systems, with Gmail or Outlook and call recordings from Fireflies or Granola.

### Can we choose which fields she updates?

Yes. Tell Jane which fields matter to your firm and which questions every screen must cover, and she applies that to every conversation.

## Book a demo

https://forge-labs.io/book