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MISSION
Keep your recruitment CRM updated from every candidate and client call
Recruiters talk to dozens of people a week and the notes rarely make it into the database. This mission turns every call into candidate and client notes in your recruitment CRM.
Mission type
Post-Meeting CRM & Follow-Up
Best for
Recruiting
Output
Updated candidate and client notes in your recruitment CRM
System used
Fathom
Bullhorn
What it does
This mission keeps your recruitment CRM current without the typing. Ask ChatGPT or Claude to grab your recent calls from Fathom, and it writes notes for each candidate and client you spoke with: what they're looking for, salary and notice details they shared, and the next step you agreed.
If someone you spoke with isn't in your database yet, it flags them so you can add them. It works with Bullhorn and other recruitment CRMs that connect to your AI assistant.
Who it's for
Agency and in-house recruiters who spend their afternoons catching up on notes from morning calls.
The flight plan
Run it at the end of each day, or after a run of screening calls.
- Connect Fathom to ChatGPT or Claude, along with your recruitment CRM if it has a connector.
- Run the starter prompt for today's calls.
- Review each note, then save it to the candidate or client in your CRM.
- Add anyone flagged as new to the database.
- Adjust the note structure in the prompt to match the fields your team searches on.
RULES
Write one note per person, not one per call.
Only include details the person said on the call.
Keep salary and notice details exactly as stated.
End every note with the next step and who owns it.
Flag people who aren't in the CRM instead of guessing a match.
What good looks like
A good note lets another recruiter on your team place the candidate without calling them again. A mediocre one says they had a chat.
GOOD
"Candidate: Sam Okafor, senior backend engineer. Wants: remote, fintech, team lead track. Current: £85k, 1-month notice. Not open to contract roles. Next: send two shortlisted roles by Thursday (you)."
MEDIOCRE
"Spoke to Sam. Good candidate. Looking for a new role."
STARTER PROMPT
⧉ CopyUse Fathom to find all of my calls from today. For each candidate or client I spoke with, write a note covering what they're looking for, key details they shared (salary, notice period, location, deal-breakers) and the agreed next step with an owner.
Check my recruitment CRM for each person. If you can update the note there, show me the change first. If someone isn't in the CRM, list them separately so I can add them.
FAQs
Questions? We’ve got you covered.
How do I update Bullhorn notes from my calls automatically?
Connect Fathom to ChatGPT or Claude and ask it to write a note for each candidate or client from today's calls. If Bullhorn is connected to your assistant, it can save the notes there after you review them. Otherwise, paste them in.
Is it OK to capture candidate calls?
Let candidates know the call is being captured, and follow your company's data and consent policies. The mission only writes down what the candidate said on the call.
Which Fathom plan do I need to run this skill in ChatGPT or Claude?
Any Fathom plan, including Free. The skill reads your calls through Fathom's MCP integration with ChatGPT and Claude, which is on every plan.
What is a recruitment CRM?
A recruitment CRM is a database recruiters use to track candidates, clients and the relationships between them, including notes, roles and placement history. Bullhorn and Recruiterflow are common examples.
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