How it works

From recording to record, in 6 steps.

Picked up every 10 minutes. Grading follows extraction, and coaching is emailed without waiting for approval. Your CRM is written only when a person approves.

Spoken line to proposed fieldA quote stays beside the value it supports
Spoken line
Quote receipt

“I prefer second shift.”

Proposed field Second shift
Waveform, then quote, then field: how a spoken line becomes data. Example data
A desk phone and headset on a wooden desk
The pipeline

The order the code runs.

Grading and the coaching email happen after extraction. They do not wait for your approval. The write to your CRM happens only at approval.

  1. 1

    Pickup from RingCentral

    Recorded screens are picked up every 10 minutes. No bot joins the call, and there is no upload step. Calls under 60 seconds are skipped before any money is spent.

  2. 2

    Transcribe

    Deepgram transcribes the recording. Speakers are separated. Filler words are kept. Spoken numbers are rendered as digits. The request is primed with trade vocabulary and, when known, the candidate’s and recruiter’s names. The transcript is saved the moment it returns, so ordinary retries reuse it.

    Illustration of a waveform between quotation marks
  3. 3

    Read the call

    Anthropic Claude reads the transcript. About 20 candidate fields are extracted. Where one line states a value, the verbatim quote is kept with it. Unknown stays unknown. It drafts a labeled profile, a summary, and action items.

    Illustration of a dotted waveform with quotation marks
  4. 4

    Grade, then email coaching

    Graded on 13 discovery topics, with 4 weighted scores plus delivery. Notes per area, up to 3 missed topics, companies discussed, plus references and a skills inventory.

    Emailed automatically after grading for real screens. The owner can also send or resend it by hand.

  5. 5

    You review

    On the Screen Review desk, each proposed value sits beside what your CRM holds now. Fill means the CRM field is empty. Conflict means the CRM holds something different. You tick, edit, or skip each field, then approve.

  6. 6

    Approval writes to Crelate today

    Today, approval can write selected contact fields, a structured Screen or Call Note activity, the transcript, and a Check References activity into Crelate. Empty values are skipped rather than blanking real data. A second simultaneous approval is blocked.

Timing

What you can plan around.

New recordings are checked every 10 minutes. Processing time varies.

Every 10 minutes

New recordings are checked on a 10-minute schedule.

Processing time varies

Transcription, extraction, and grading take as long as the call needs.

Under 60 seconds skipped

Short calls are skipped before any money is spent.

When something fails

The transcript is already saved.

Ordinary retries reuse the saved transcript.

Saved transcript

A transcript is saved the moment it returns, so ordinary retries reuse it instead of paying to transcribe again. Re-running the AI on a saved transcript costs cents. A kill switch stops new paid calls, and a monthly spending cap halts new paid work.

Partial saves reported

Partial saves are reported field by field, never hidden. An interrupted approval can be finished later, and pieces already recorded as written are skipped.

Walk a call through the 6 steps.

Pickup, transcript, write-up, coaching email, review, then a person approves the write to your CRM.