Elly streamlined Meghan’s workflow, freeing her to build stronger candidate relationships.

The problem

Recruiters often juggle multiple candidates while striving to maintain accurate records and provide seamless experiences for both hiring managers and applicants. Meghan McCormick, a senior creative recruiter at UnitedMasters described her initial struggles:

"When you're engaged with at least 30 candidates for multiple roles, it’s hard to feel like you have an accurate read on everyone. I had a Google Doc template, but my notes were half-hearted. It didn’t set me or my hiring managers up for success."

This lack of clarity often led to awkward follow-ups with candidates about previously discussed details, such as compensation, which disrupted the candidate experience and hindered efficient decision-making.

The challenge

Balancing meaningful candidate interactions with thorough note-taking created significant obstacles for Meghan. She found herself distracted during calls, trying to engage while simultaneously capturing details. This inefficiency compounded with the sheer volume of candidates she managed, leading to disorganized documentation.

"I literally have 334 running Google Docs of candidate notes—half of which I have to sort through to find critical details. It’s emblematic of how scattered my process was, and it often created unnecessary awkwardness, like asking candidates to repeat compensation discussions."

The inconsistent approach also made it difficult to meet scorecard compliance standards, a critical component of her team’s recruiting process, resulting in extra hours spent chasing feedback.

The solution

Elly revolutionized Meghan’s workflow, enabling her to focus on building authentic relationships with candidates while automating note-taking and ensuring scorecard compliance. After trying it herself, she introduced the tool to her team, who became immediate advocates—even paying out of pocket after exhausting trial minutes.

Beyond note-taking, the tool organically addressed her team’s compliance challenges, ensuring that feedback and scorecards were submitted accurately and on time. This newfound efficiency streamlined the entire hiring process.

"We’re now the best people at scorecard compliance, and it’s not a problem anymore. My hiring managers feel confident because they know they’re getting accurate reads of the candidates."