For a Zoom candidate screen, prepare the required recruiting sections, verify the approved capture method, and review the resulting note before sharing it. Separate successful meeting capture from successful production of a usable candidate record.
Confirm the real meeting setup
| Setup item | What to verify |
|---|---|
| Host | Agency or client owns the meeting |
| Capture method | Approved tool and settings for this meeting |
| Access | Intended reviewer can reach the resulting record |
| Fallback | Recruiter knows what to do if capture fails |
Do this with the type of meeting your team actually uses. A demonstration hosted by a vendor does not establish how a client-hosted screen will behave.
Compare current capabilities fairly
Zoom's documentation on AI Companion in third-party meetings describes attendance on other meeting platforms when enabled. Avoid outdated claims that a vendor's capabilities are limited to one meeting platform. Verify your own plan and configuration directly.
Recruit Recap supports selected Zoom, Meet, and Teams meetings through a visible opt-in bot. It should be tested on the output you need: recruiting notes and custom write-ups for review.
Review an example with a meaningful ambiguity
Fictional source: a candidate describes preparing delivery reports and contributing to weekly client calls. A generated note calls them the “client delivery lead.” Check whether the conversation established that authority. If not, preserve the narrower responsibility and add a question for the next interview.
A good test contains this sort of distinction. A perfectly tidy script with no conditions, corrections, or unknowns provides little evidence about the review work your recruiters will face.
Complete the recruiting record
Use the screening notes template to organize evidence, practical details, and next actions. Confirm that the final write-up uses the correct candidate and role. Then follow the agreed destination process.
If the agency needs an ATS transfer, test it separately with the integration checklist. Recruit Recap integrations are scoped on demand. Neither a successful Zoom meeting nor a polished recap proves that the approved note has reached the correct candidate record or that every subsequent correction will propagate.