how-to-connect-a-notetaker-with-teamtailor

Would you like to automate the management of interviews in Teamtailor? Connect Jamy.ai, a multilingual notetaker, to automatically transcribe, summarize, and evaluate interviews. This reduces manual tasks and centralizes information in one place. Here’s a quick summary of how to do it:

  • Main requirements:

    • Premium account of Jamy.ai (€39 per month).

    • Administrator permissions in Jamy.ai and Teamtailor.

    • Webhook setup or use of tools like Zapier or Make.

  • Integration methods:

    • Direct webhooks: Set up events to synchronize data.

    • Zapier or Make: Automate without the need for advanced technical knowledge.

  • Key steps:

    • Set up templates in Jamy.ai to structure data.

    • Create custom fields in Teamtailor to map information.

    • Run tests to ensure everything flows correctly.

Quick comparison of tools:

Tool

Ease of use

Customization

Webhooks

Requires knowledge

High

Zapier

Intuitive

Medium

Make

Intermediate

High

Follow these steps to optimize your selection process and reduce administrative work. Your HR team will appreciate it!

Configuration Requirements

Necessary steps to connect your notetaker with Teamtailor.

Access to Webhooks from Jamy.ai

Jamy.ai

To start, make sure you have the following:

  • A Premium account of Jamy.ai (€39 per month, billed annually).

  • Administrator permissions in Jamy.ai.

  • Access to the webhook settings section.

  • A valid API token.

Webhooks allow interview data to be sent automatically to Teamtailor. Also ensure that you have the necessary permissions in Teamtailor to complete the setup.

Administrator Permissions in Teamtailor

Teamtailor

You will also need:

  • An account with administrator permissions in Teamtailor.

  • Access to the integrations panel.

  • Permissions to create and manage webhooks.

  • The ability to set up custom fields.

These permissions are essential to connect both platforms and manage how information flows between them.

Integration Tools

Tool

Main Function

Requirements

Direct Webhooks

Native connection between systems

Basic technical knowledge

Zapier

Automation without the need for code

Active account in Zapier

Make

Custom workflows

Active account in Make

These tools facilitate the connection between Jamy.ai and Teamtailor. The choice will depend on your level of experience and specific needs. Once the integration is set up, synchronization will work automatically.

Connection Methods

Webhook Setup

Connecting Jamy.ai directly with Teamtailor via webhooks allows for efficient synchronization of interview data. Here are the basic steps to configure it:

  • Initial access: Go to Jamy.ai > Settings > Integrations > Webhooks.

  • Basic setup:

    • Create a new webhook.

    • Enter the URL for Teamtailor.

    • Define the events and data that will be transferred.

  • Customization:

    • Adjust the data format.

    • Configure the field mapping according to your needs.

If this setup is complicated for you, you can choose automation tools as an alternative.

Setup with Third-Party Tools

Automation tools like Zapier or Make simplify integration without the need for complex technical setups. Here’s a quick comparison:

Aspect

Zapier

Make

Interface

Intuitive and visual

Designed for advanced flows

Setup

Step-by-step guided

Highly customizable

Automations

Ready-to-use templates

Adaptable flows

Complexity

Low

Medium

Steps to set up with third-party tools:

  • Initial preparation: Ensure your Premium account of Jamy.ai allows you to create webhooks and use custom templates.

  • Setting up automation:

    • Define the triggers for data transfer.

    • Set up the actions that will take place after each interview.

  • Field mapping: Ensure that Jamy.ai fields correctly match those in Teamtailor for smooth data transfer.

Both direct webhooks and third-party tools are valid options. The choice will depend on your technical skills and what best fits your needs. Both methods ensure that data is transferred correctly to Teamtailor.

System Setup

Template Setup in Jamy.ai

Organize templates in Jamy.ai to efficiently structure the information obtained in interviews.

How to do it:

1. Template and basic settings

  • Define scoring fields and scoring criteria.

  • Set the primary language and secondary languages if needed.

  • Customize the vocabulary related to the selection process.

  • Adjust the report format according to your needs.

2. Important elements

  • Include sections for organized notes.

  • Add technical terms that are frequently used.

  • Specify names of roles and departments.

  • Identify key competencies for each position.

After creating the template in Jamy.ai, make sure to align the fields with the configuration in Teamtailor.

Field Setup in Teamtailor

The configuration in Teamtailor should reflect the structure created in Jamy.ai for the integration to work smoothly.

Field Type

Description

Usage

Free text

Notes and comments

Summaries

Numeric

Evaluations

Ratings

Dropdown

Predefined options

Statuses

Date

Timestamp

Tracking

Steps to configure:

1. Define fields and mapping

  • Create fields for summaries, scores, and recommendations.

  • Make sure these fields match those set up in Jamy.ai.

  • Establish validation rules to maintain data quality.

2. Process automation

  • Set up automatic updates on candidate status.

  • Enable notifications to keep the team informed.

  • Facilitate tracking of the selection process.

With this setup, information flows consistently between the platforms, improving efficiency in managing candidates.

Testing and Support

Testing Procedures

Follow these steps to conduct detailed tests:

  1. Set up a test interview:

    • Activate recording in Jamy.ai.

    • Ensure that the automatic summary functions correctly.

    • Verify that data is transferred correctly to Teamtailor.

  2. Review key fields

    Confirm that the following elements are synchronized correctly:

    • Interview summaries.

    • Assigned scores.

    • Candidate statuses.

    • Notes and comments.

Element

Checkpoint

Expected Result

Summary

Jamy.ai → Teamtailor

Complete and well-formatted text

Evaluations

Numeric fields

Correct values

Statuses

Updates

Reflected changes

Notifications

Alert system

Automatic submissions

If you encounter any issues during testing, consult the quick resolution guide.

Troubleshooting Guide

Here are solutions for the most common problems:

  1. Synchronization errors

    • Check the webhook configuration.

    • Ensure you have administrator permissions.

    • Confirm that fields match correctly between systems.

  2. Formatting issues

    • Check for unsupported special characters.

    • Correct any errors in the format of the fields.

    • Verify the data encoding to avoid incompatibilities.

  3. Notification failures

    • Check the alert settings in the system.

    • Ensure that the registered emails are correct.

    • Check if the emails are being filtered as spam.

Document all tests conducted, record the errors found, and adjust the settings as necessary. If the problem persists, contact technical support providing screenshots, a detailed description of the error, steps to reproduce it, and relevant logs.

Conclusion

The integration of Jamy.ai with Teamtailor simplifies the documentation of interviews and the management of candidates. To ensure that everything works smoothly, keep these key points in mind:

Important technical aspects:

  • Ensure that administrator permissions are up-to-date on both platforms.

  • Regularly review the webhook configuration.

  • Verify that custom fields are correctly linked.

These technical steps lay a solid foundation for efficient use:

Practical tips:

  • Run tests of the integration after each update.

  • Keep a record of changes made to the configuration.

  • Monitor system performance regularly.

Additionally, schedule quarterly reviews and document any changes or incidents. This helps prevent technical issues and allows your HR team to focus on evaluating candidates while the integration automates operational tasks.

Related posts

  • How to connect a notetaker with Teams?

  • How to connect a notetaker with Zapier?

  • How to connect a notetaker with Make?

  • How to connect a notetaker with HiBob?

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