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Hand off phone screen notes without protected details

Practice: Setting limits and rules. About 5 minutes.

About this exercise

You screened a candidate by phone and are handing off to the hiring manager. Write exactly 4 lines labeled Experience:, Pay expectation:, Availability: and Concern:, each under 20 words, plain text. Include only job-related facts, using what the candidate clarified later in the call, and leave out anything personal or protected that came up.

Common mistakes when you ask AI for this

  • Asking to 'summarize the call'. The AI writes a narrative recap with headings, including everything she said. Try: Be exact: "4 lines labeled Experience:, Pay expectation:, Availability:, Concern:. Plain text."
  • Trusting the AI to count words. AI is bad at counting. Ask for a total word limit and it often lands over it. Try: Cap each line instead: "each line under 16 words."
  • Using the first number. She gave two pay numbers, and the AI may report the first. Try: Add: "Use her clarified number, $75k base."
  • Passing on protected details. The AI includes everything from the call, including pregnancy or religion. Try: Add: "Job-related facts only. Nothing about pregnancy, leave or religion."

What a strong prompt includes

  • Shows the labels
  • Uses the clarified pay
  • Job-related only
  • Says who reads it
  • Sets a word limit

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