What you'll accomplish
By the end of this guide, you'll have Carv set up to automatically transcribe and summarize your candidate phone screens — delivering structured ATS-ready notes within 30 seconds of hanging up, so you can stop taking notes during calls and focus entirely on the conversation.
What you'll need
- A Carv account (sign up at carv.com — free trial available)
- A phone or VoIP system you use for candidate calls (cell, desk phone, or Zoom/Teams)
- Bullhorn or your ATS open for pasting notes
- Time needed: 30 minutes for initial setup; 0 extra minutes per call after that
- Cost: Free trial; paid plans from ~$30–50/seat/month
How-To Guide: AI Call Note-Taking with Carv
Step 1: Create your Carv account
Go to carv.com and sign up for a free trial. Use your work email — you'll want this tied to your professional account, not a personal one. Complete the onboarding flow, which takes about 5 minutes and includes setting up your profile as a recruiter.
What you should see: A Carv dashboard with options to connect your phone/meeting system and start your first session.
Troubleshooting: If your firm has IT or privacy policies around call recording, check with your manager before proceeding. Most staffing firms are comfortable with call recording for training purposes, but some clients or jurisdictions have disclosure requirements (California, for example, requires both parties to consent).