What It Is

Even the best note-taker misses things in an intake meeting. The specific phrase the hiring manager used to describe what great looks like. The frustration about a past hire that reveals an unstated filter. The throwaway comment about the team that says more than any culture statement ever will.

This tool reads the full transcript of your intake meeting, extracts everything the hiring manager actually said about the role, and produces two things: an updated intake form that reflects the real conversation — not your pre-meeting assumptions — and a simple content brief that captures who you're trying to reach and what will resonate with them.

It's the difference between a role document built on what you expected going in and one built on what you actually learned.

When to Use It

Right after your intake meeting, once you have a transcript. Works with any transcription tool — Zoom's built-in transcription, Otter, Teams, anything that produces a readable text output. Rough transcripts with speaker labels and filler words are fine.

What to Bring

• The meeting transcript — pasted in or uploaded as a file
• Your pre-filled intake form from the pre-intake prep skill, if you ran that first — the tool will update it based on what was actually discussed
• A note on who's who — if your transcript labels speakers as "Speaker 1 / Speaker 2," just tell the tool which one is the hiring manager

If you don't have a pre-filled intake form, that's fine — the tool will build the updated form from the transcript alone.

What You'll Get

An updated intake form with everything from the transcript incorporated — qualifications confirmed or corrected, responsibilities fleshed out, disqualifiers captured, hiring manager language preserved. Anything the hiring manager contradicted from the pre-fill gets replaced. Anything new gets added. Anything that still needs clarification gets flagged.

A content brief with:

• A one-sentence description of the role in plain language — not a job title, something a candidate would actually respond to
• Two or three candidate motivators — what someone in this space is likely to care about, based on what the hiring manager described
• One or two candidate skepticisms — what the right candidate might be wary of, so content can address it rather than ignore it
• One or two persona sketches — short, specific descriptions of who this role is actually for
• Language to use — specific words and phrases from the hiring manager's own vocabulary that should show up in content
• Language to avoid — generic claims or buzzwords that would make the right candidate tune out

A follow-up list of anything that came up in the meeting but wasn't fully resolved — things to clarify with the hiring manager before content gets built.

Why the Transcript Matters

Most intake forms capture what the recruiter asked. The transcript captures what the hiring manager actually said — and those are often different things.

A hiring manager might mention four or five specific criteria for a role and the recruiter notes two or three. They might describe a past hire that didn't work out in a way that reveals exactly what they're filtering for — but that filter never makes it onto the form. They might use a phrase to describe the team that says something true and specific that a standard job description would round off into something generic.

The transcript catches all of it. This tool pulls it out.

To Start

Share the transcript and your intake form:

"Here's the Zoom transcript from my intake meeting this morning — Speaker 1 is me, Speaker 2 is the hiring manager. And here's the pre-filled intake form I brought in..."

"I've got a rough transcript from my intake call. I didn't use the pre-intake skill so I don't have a pre-filled form — can you just build from the transcript?"

The tool will take it from there.