Before you start
Automations are created by an admin in your company.
If you need a new automation or don’t see one you expect, speak to your manager/admin.
Where to find Automations (Smart Actions)
Automations appear in the same place as AI Summary after each call.
Complete a call (or open an existing recorded call)
Click Smart Actions
You’ll see:
AI Summary
A section called Available automations
Run an Automation
Under Available automations, select the automation you want to apply.
Examples:
After a client call, you might see Job Description
After a candidate call, you might see Screening Questions
TalentLynk will generate the result and post it back into the conversation as a note/card.
✅ The output appears instantly, directly in the chat thread.
Example automation: Job Description
If you select Job Description, TalentLynk creates a structured advert based on the call transcript, including sections such as:
About the company (often anonymised for agency adverts)
About the role
Responsibilities
Requirements
Salary & benefits (if mentioned)
✅ If the transcript doesn’t contain enough detail for a section, TalentLynk won’t guess — it will show “Not enough information” instead.
Example automation: Screening Questions
If you select Screening Questions, TalentLynk organises answers based on your company’s qualification template, so you can instantly see:
The questions your team expects to ask
The answers captured from the transcript (where available)
✅ If the question wasn’t covered on the call, it will show “Not enough information to answer.”
If you don’t see an Automation
Ask an admin to enable it (Automations can be assigned to everyone, or only certain users/teams)
Check the type of call:
A Client automation may not appear after a Candidate call (and vice versa)