Sync meeting notes to Crelate with Quil's AI recruiting assistant

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When you’re recruiting a new candidate, you want to be as precise and efficient as possible. And that’s totally possible when you have a great AI recruiting assistant by your side (because everyone needs some help). 

Plus, you’d want that new assistant to fit into your existing workflow. And rightfully so. That’s why Quil partners with a bunch of platforms to help you improve your recruitment process without any additional hassles. 

As we transition into the new year, we’ll be talking more about the platforms Quil integrates with. Starting with Crelate. The integration is designed to help you with auto-syncing information from Quil’s meeting notes, building relationships, and closing placements faster. 

It’s automation that saves you a ton of time, pointless breakdowns, and better placements. 

But first, let’s look at what both these AI recruiting tools bring to the table (and what they are). 

What’s an AI Notetaker? 

An AI notetaker transcribes entire meetings (whether in-person or online), creates action items using those meeting notes, and summarizes meetings so you don’t miss out on anything. 

That’s exactly how Quil’s AI notetaker works (but it goes the extra mile too😉).

It’s not your usual AI notetaker (no offense to all the amazing notetakers out there). Quil is built specifically for third-party recruiting firms. And it’s amazing at what it does:

  • It creates amazing meeting notes
  • Quil updates your ATS (like Crelate) automatically
  • And it sends out automated write-ups to everyone in the hiring team

Cool, right? 

What’s an ATS? 

An ATS - Applicant Tracking System - serves as a central database to help with the entire hiring process. It automates mundane tasks, helps recruiters manage tons of applications, picks out high-performing candidates, and makes a recruiter’s life easier.  

Like Crelate. 

What Does the Crelate x Quil Integration Do?

Let’s circle back to the main point: the Crelate x Quil integration. 

With the integration, you need not copy-paste anything - everything’s done automatically (like updating records). 

Here’s more on what you can do: 

  • Automatically push meeting notes into the relevant contact records in Crelate.
  • No more manual data entry - link and update database fields directly from Quil 
  • Define custom activity types to categorize meetings and data updates to fit your specific recruitment process.

The integration isn’t an “add-on” feature - it makes managing your ATS a lot easier. 

… And What it Brings to the Table: 

Let’s “dive deeper” (literal AI reference) into how the integration works: 

1. Helps Bid Adios to Manual Note-taking

Every recruiting firm has a different workflow that they know best. These AI recruiting assistants are only there to make that workflow more efficient. After all, it doesn’t make sense to waste time on mundane tasks with all the technology around you. 

For Crelate especially, Quil takes insights from your meetings and pushes them into the “Summary” section of the associated contact record in Crelate. 

That can be an interview, client call, follow-up, or any interaction that’s accessible in real time. 

2. Update Your Database the Easy Way 

Maintaining your database (and updating it) is one of the most daunting tasks out there. And here’s what Quil does to solve this: 

It uses relevant data/information from your meetings and directly updates contact records in Crelate 🤯. And if there are any missing fields, Quil flags them and fills in the gaps. Each field is properly covered. 

Supported field types include:

  • Text: Candidate names, job titles, or locations.
  • Yes/No: Relocation availability or willingness to travel.
  • Numbers: Expected salary, years of experience, or notice periods.

Less time spent on admin work. More time on closing placements. 

3. Keeps Your Workflow Organized with Custom Activity Types

Quil also supports Crelate’s contact activity types. You can find the integration list if you use Quil and Crelate in the integrations list: 

When integrated with Crelate, you can select from a dropdown menu the activity type you wish to be applied to your database notes.

Whether it’s a candidate interview, onboarding session, or client update, your records will always stay organized. 

4. Get Accurate Candidate Data Without the Extra Work

You won’t have to miss out on any details (or make any human errors). Quil fills out the missing details and flags the missed ones. 

This leads to:

  • Better job matching with detailed candidate profiles.
  • Faster placements with instant access to the right data.
  • Improved team collaboration with consistent, centralized records.

How to Set Up the Crelate x Quil Integration

Step 1: Find and Generate Your API Key

Start by obtaining your API Key from Crelate. That’s found in the “My Settings & Preferences” tab.  Enable it. The key connects your Crelate account to Quil. 

Check out Crelate’s documentation on API Keys for detailed instructions.

Step 2: Connect Your Accounts in Quil

When you open the Quil app, go to the Integrations section and choose Crelate. Enter your API Key to authenticate the connection.

Step 3: Configure Your Preferences

The integrations are built to fit your workflow (not the other way around). But you can always alter your preferences by: 

  • Specifying activity types for each meeting type (e.g., “Candidate Interview,” “Client Update”).
  • Choosing which custom fields to update automatically - and which ones to leave for manual updates. 

Step 4: Test for Improvements 

Once everything’s set, you need to take a test drive. Run a test meeting and see if notes are pished correctly into Crelate. 

Adjust any settings, tweak things as you go, and see everything matches with your team’s processes. You can always hit up our awesome support team if you get stuck anywhere. 

Who Benefits Most from This Integration?

The Quil x Crelate integration benefits recruiters tremendously. Here are the people who benefit from them: 

Third-Party Recruiting Firms

Third-party recruiting firms have thousands of clients. And with that big a responsibility, comes tons of repetitive tasks - like updating notes across different systems. 

Quil just joins your meeting call, sits in the backseat, and transcribes everything. At the end, you’re left with an organized plate without doing too much tedious work. 

Corporate Recruiting Teams

While Quil’s amazing for third-party recruiters, in-house recruiters can use this integration really well too to maintain candidate records, keep them accurate, and help everyone on the team to collaborate in a great way. 

Recruitment Managers and Leaders

Quil also creates write-ups that you can share with the hierarchy. Standardizing meeting notes and activity types means you can always track progress and look for areas of improvement. 

Takeaway: Your Smarter, Faster AI Recruiting Assistant Duo Awaits

Recruiters spend about 10-12 hours every week on administrative tasks. That’s a huge chunk of time that goes into something with no apparent results. 

The smart way is to integrate your workflow with better processes - like using an effective AI notetaker that’s built specifically for recruiters and a great ATS. 

That way, you get to use incredible AI recruiting assistants and not worry about your database any longer. 

FAQs

1. Where Do Quil’s Notes Appear in Crelate?

All notes taken during a Quil-powered meeting are pushed directly to the “Summary” section of the selected contact record.

2. How Does Quil Handle Custom Activity Types?

Quil allows you to select an activity type for each meeting from a dropdown menu. This ensures that meeting notes are categorized correctly in Crelate.

3. Is Quil Compatible with All Crelate Contact Fields?

Quil works with Crelate’s supported field types, including custom fields, as long as they are configured as Text, Yes/No, or Numbers. Unsupported field types won’t be updated by Quil.

4. Can Quil Be Used with Other ATS Systems Besides Crelate?

Yes, Quil integrates with a range of ATS platforms, including Bullhorn, Zoho Recruit, and JobDiva. Check the list of integrations here. 

5. How Secure Is the Integration Between Quil and Crelate?

Quil uses advanced security protocols (hello GDPR compliance) to ensure that all data transfers between Quil and Crelate are encrypted and protected.

Do I Need Technical Expertise to Set Up the Integration?

Not at all. Setting up the integration requires only your Crelate API key. Detailed setup instructions are available in our Integration Guide.