Using Amplify Transcribe

Learn how to set up Amplify Transcribe, prepare for meetings, and use the in-call and post-call features. For corporation-wide configuration, see Configuring Amplify Transcribe.

For ad-hoc recordings without scheduling a meeting in advance, see Amplify Live Transcribe.

Access Amplify Transcribe

All Transcribe setup and activity takes place in the Meetings tab in Amplify.

  1. Go to Menu > Amplify, or click the Amplify button at the top of your Bullhorn ATS screen.

  2. Click the Meetings tab.

Connect your Calendar

The first time you open the Meetings tab, you'll be prompted to connect your Google or Microsoft calendar using single sign-on (SSO). Once connected, your upcoming calendar events will appear under Upcoming Meetings.

You only need to do this once — after that, your calendar stays connected automatically.

Early Access: When connecting your calendar, you may see a warning indicating that Bullhorn is not yet a verified developer. This is expected behavior, and you can safely proceed through the prompt to complete the connection.

If you're prompted for admin approval when connecting your calendar, see Amplify Transcribe Troubleshooting.

User Settings

Click the Settings icon in the top right of the Meetings tab to set your personal bot preferences. These override the defaults set by your administrator and apply to your bot only.

  • Transcribe Display Name: The name displayed to other attendees when the bot joins your meeting.

The Meetings Area

The Meetings tab is organized into four main sections: Next Meeting, Needs Review, Upcoming Meetings, and Saved Meetings.

Next Meeting

The top card shows details for your next upcoming meeting, including the associated candidates or contacts, the time, the meeting name, a toggle to turn transcription on or off, and a button to view your prep notes in advance.

Needs Review

Completed meetings that haven't been reviewed yet appear in a dedicated Needs Review section at the top of the screen.

This acts as a task list so that meetings requiring action are easy to find. Click Review Meeting Now to open the post-meeting screen, where you can save a note, review the summary and transcript, ask Amplify questions, and accept or dismiss any suggested field updates.

When reviewing, you have three options at the bottom of the screen:

  • Mark as Reviewed: Moves the meeting to Saved Meetings without saving a note or taking any actions. Use this for meetings you don't need to record or act on.

  • Mark as Reviewed and Save Actions: Saves any selected field updates and adds a note if you've chosen to include one.

  • Cancel: Returns to the previous screen without making any changes. The meeting remains in the Needs Review section.

Once you've reviewed a meeting and either saved actions or marked it as reviewed, it moves out of Needs Review and into Saved Meetings.

Upcoming Meetings

Your upcoming meetings are listed under Upcoming Meetings. You can search and filter by name, date, call type, or record type.

Call Type and Associated Record

Transcribe automatically identifies and displays the call type and associated Bullhorn records (candidates, contacts, or leads) based on the meeting title, description, and attendee email addresses. You can review and adjust the Call Type and Associated Record directly in the list, or open the meeting to amend them there as well. The Call Type determines which prep sheet you're shown and how the call is summarized afterward.

Prep Sheet

Once the call type is set, your prep sheet appears. This is a checklist of items to cover during the call, configured by your admin. Review it before you join the meeting and add any notes or comments ahead of time. You can also take manual notes on this screen during the call.

If two users at the same company are attending the same meeting and both have Transcribe enabled, the call will only log against one user. To avoid issues, one attendee should disable Transcribe for that meeting before it starts. To do this, locate the meeting under Upcoming Meetings and toggle Transcribe off.

Saved Meetings

Saved Meetings shows only meetings that have been reviewed, and any meetings that failed to generate a transcript. A failed meeting could mean the bot was either not admitted from the waiting room, or that an error prevented the transcript from being generated. Click into a failed meeting to resend the request to generate the transcript.

Add an Unscheduled Meeting

If you need Transcribe to join a meeting that isn't in your calendar (for example, an ad-hoc call that's already started) click Add Meeting in the top right of the Meetings tab and fill in the following:

  • Meeting Name: A name to identify the meeting.

  • Meeting URL: The link to the meeting.

  • Link to a Candidate or Contact (optional): Associates the meeting with a Bullhorn record.

Click Start Meeting and the Transcribe bot will join immediately and begin recording.

The In-Call experience

Scheduled Meetings

When your scheduled meeting starts, the Transcribe bot joins automatically based on your organization's recording settings. A Current Meeting tile appears at the top of the Meetings tab to show the call is active.

During the call, you have access to:

  • Prep Sheet: Stays visible throughout the call so you can refer to it as the conversation progresses.

  • Comments: Add your own notes at any point during the call using this field.

Live Transcribe (Early Access)

Live Transcribe adds a real-time AI layer to your calls, updating your prep sheet and live insights automatically as the conversation happens. Live Transcribe works without a bot or calendar invite, so you can record phone calls, in-person meetings, or any conversation where audio is coming through your device. See Amplify Live Transcribe for instructions on starting and managing a live recording.

Post-Call Summary

After the call ends, Transcribe generates a summary for you to review. Once you're happy with it, you can save it as a note on the linked Bullhorn record. The summary view includes:

  • Summary: A structured summary generated based on the processing prompt for the selected call type. You can change the call type after the call to reprocess the transcript with a different prompt. This is what gets saved as a note on the Bullhorn record when you click Add Note.

  • Q&A: The questions asked during the call, with summarized answers and AI commentary.

  • Transcript: A full transcript of the call.

  • Ask Amplify: Click the Amplify button to ask questions about the meeting to get quick answers from the transcript.

  • Record Updates: Highlights details mentioned during the call that can be used to update fields on the associated Bullhorn record. This works the same way as Bullhorn's Note Enrichment feature, using the fields configured in Amplify Admin.

Once you've reviewed the summary:

Add Note

Use the Add Note section to save the summary as a note on the associated Bullhorn record. If your administrator has enabled Auto-Save Summary Notes, this happens automatically, but you can still review and edit the note after it has been saved.

  • Date Added: Select whether the note date is set to the current date and time, or the date and time the meeting took place.

  • Include Sections: Shows which sections will be included in the note. Summary is included by default. To add the Q&A, open the Q&A tab and click Append to Summary. To remove a section, click the X next to it in the Include Sections field.

  • Add Note: Click to save the note to the associated Bullhorn record.

Save Meeting

Click Mark as Reviewed to save your changes within Amplify without creating a note or making any record updates. Click Mark as Reviewed and Save Actions to save any selected field updates and add a note if you've chosen to include one.

You can return to a past call at any time from the Saved Meetings list to review the transcript, Q&A, and summary.