how-to-connect-a-notetaker-to-greenhouse

Do you want to automate and optimize your recruiting process? Connecting Jamy.ai with Greenhouse allows you to generate automated reports, assign tasks, and manage interviews in multiple languages. Follow these steps to set up the integration:

  • Prerequisites: You need active accounts and admin permissions on both platforms, as well as enabling webhooks and API keys.

  • Configuration in Greenhouse: Create a webhook with the data provided by Jamy.ai and test it with sample events.

  • Settings in Jamy.ai: Configure the webhook details, define automations (transcriptions, summaries, tasks), and ensure everything works correctly.

  • Additional Automation: Use tools like Zapier or Make to streamline workflows.

Main Advantages:

  • Automated and real-time reports.

  • Task assignment without manual intervention.

  • Support for over 50 languages.

With this integration, you can save time and improve the efficiency of your recruiting team.

ATS integration | Greenhouse

Greenhouse

Before You Start

Make sure to meet all the necessary requirements and permissions before connecting Jamy.ai to Greenhouse.

Greenhouse Requirements

To perform the integration, you need the following:

Requirement

Description

Active Account

Have a business plan or higher in Greenhouse

Permissions

Admin access to set up webhooks

API

Have an enabled API key in Greenhouse

Configuration

Activate the integrations section within Greenhouse

Requirements of Jamy.ai

Jamy.ai

To use Jamy.ai with Greenhouse, you also need to meet these requirements:

Requirement

Description

Subscription

Have an active Premium plan on Jamy.ai

Permissions

Admin access on the account

Webhooks

Webhook functionality enabled on Jamy.ai

Configuration

Activate the integrations section on the platform

If you prefer, you can use automation tools to facilitate the connection between both platforms.

Additional Tools

To manage the connection via webhooks more easily, consider these options:

Tool

Advantages

Zapier

Offers a visual interface to easily configure workflows

Make

Allows you to create more detailed and customizable automations

Native webhooks

Direct connection without the need for external tools

Jamy.ai integrates directly with Greenhouse to offer advanced features, such as automatic recordings and transcriptions, thereby improving your workflow.

Configuring the Webhook in Greenhouse

With the previous steps ready, it is now time to configure the webhook in Greenhouse. Make sure to follow each step carefully for the integration to work correctly.

Accessing Greenhouse Settings

  1. Log in to your Greenhouse account with admin permissions.

  2. Go to the dashboard.

  3. Click on "Settings" in the main menu.

  4. Search for and select "Integrations and webhooks" in the side menu.

Creating a New Webhook

Fill in the webhook fields with the following information:

Field

Suggested Configuration

Webhook Name

Jamy.ai Integration

Endpoint URL

URL provided by Jamy.ai

Trigger Events

Interviews, Evaluations, Candidates

Payload Format

JSON

API Version

v1

Status

Active

Make sure to review all fields before saving changes.

Testing the Webhook Connection

  1. In the webhooks section, select "Test connection".

  2. Select a test event from the dropdown menu and send it.

  3. Check in the Jamy.ai panel that the test data has been received correctly.

If the test completes successfully, you will receive a confirmation on both platforms. If there is an error, check the event logs in Greenhouse to identify the issue.

Tip: After the initial setup, run a test with real data. For example, create a test interview in Greenhouse and verify that the information reaches Jamy.ai correctly.

When everything is in order, continue setting up the integration from the Jamy.ai panel.

Configuring Jamy.ai

With the Greenhouse webhook configured, the next step is to prepare Jamy.ai to receive the data. This adjustment ensures that both platforms work together effectively.

Open Integration Settings

  • Access your Jamy.ai dashboard.

  • Go to the "Integrations" section.

  • Search for and select "Custom Webhooks".

Add Webhook Details

Complete the following fields to establish the connection with Greenhouse:

Field

Configuration

Integration Name

Greenhouse Integration

Event Type

Interviews and evaluations

Data Format

JSON

Automatic Actions

Transcription, summary, task detection

Supported Languages

Spanish, English (configurable)

Note: Ensure that the configured language matches the primary language of your interviews. Jamy.ai can automatically process and transcribe in over 50 languages.

Verify the Integration

Follow these steps to confirm that everything is functioning correctly:

  • Conduct a test interview in Greenhouse and check that the transcription, summary, and assigned tasks are generated automatically.

  • Confirm that Jamy.ai accurately detects the language and generates the appropriate report.

  • Activate automation for reports, task assignments, and summaries according to your needs.

"I love that Jamy automatically assigns tasks to the people who need them. I no longer have to create them manually, saving a lot of time" – Alexia Lafitau, CEO of Odys.travel

Using Automation Tools

Once the basic integration is ready, the next step is to enhance efficiency using automation tools.

Advantages of Using Automation Tools

  • Eliminates manual tasks by automating workflows.

  • Increases accuracy in data transfer.

  • Saves time in report distribution and task assignment.

How to Set Up Automation

To create an efficient automated workflow, follow these steps:

Step

Configuration

Outcome

Custom Webhooks

Activate in Jamy.ai

Automatic data submission

Specific Events

Set up triggers

Execution of scheduled actions

Automatic Actions

Define workflows

Distribution of reports and tasks

Key tips for efficient setup:

  • Activate webhooks at critical moments in the process.

  • Define clear actions based on the received data.

  • Set up notifications to ensure everything works correctly.

  • Keep workflows simple and easy to adjust if necessary.

Following these steps will help you integrate automation effectively, complementing the initial setup.

Conclusion

Summary of the Setup Steps

The integration between Jamy.ai and Greenhouse involves a series of organized steps that enhance the recruiting process. Here’s a breakdown of the main phases:

Phase

Key Elements

Outcome

Preparation

Verify requirements and permissions

Solid foundation for the integration

Webhook

Creation and testing in Greenhouse

Functional communication channel

Integration

Configuration of endpoints

Established bidirectional connection

Automation

Definition of flows

More efficient processes

Advantages of Integration

Once set up, this integration offers clear improvements:

  • Task automation: Reduces manual management, streamlining the workflow. This includes automatic task assignment and better tracking of processes.

  • Multilingual compatibility: The ability to generate reports in multiple languages allows adaptation to the context of each call, ideal for international teams.

The integration has been key for companies managing over 500,000 minutes of meetings, providing a more efficient solution for organizing interviews and handling recruitment information. Examples like Cadana and Odys.travel illustrate how automation has transformed their selection processes.

By correctly setting up webhooks and automated flows, a solid foundation is achieved to optimize current and future processes in recruiting.

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