1

Create or edit existing report

Select one of your existing reports you would like to edit by hitting the Setup

icon on the right hand side, or choose to Generate a new report on the top right hand side

2

Document structure & data sources

Choose one of your existing templates or modify the document structure to your liking using the template builder on the right hand side. The template builder allows you to:

  • Add, remove, and reorder sections

  • Customize section titles and descriptions

  • Use predefined templates from the template library

The Document Structure greatly influences what your final report will look like and how closely it will align to your expectations. Check out our guide on Custom Templates to get the most of out of your report

Complete the following key information in the setup form:

FieldDescription
Client NameThe company the candidate is being evaluated for
Vacancy NameThe position/role being considered
LanguageThe language in which you would like the report to be generated
RecommendationYour overall assessment (Highly Recommended, Recommended, etc.). This affects the overall positivity and tone of voice of your report.

Data Sources

You can enhance your report quality by linking various data sources:

  1. Interview Transcripts: Link interviews from your Outlook calendar through our integration

  2. Meeting Notes: Import notes from intake meetings and discussions

  3. Additional Documents: Upload any relevant files through the file viewer

The quality of your data sources directly impacts the AI-generated report quality. We recommend:

  • Using our Outlook integration for automatic interview transcription, or uploading transcripts of external note-taking tools (their transcripts can be ingested by Spott)

  • Recording & uploading voice notes with additional details or candidate information available (will be automatically transcribed and ingested by Spott)

3

Edit your report

Once your report is generated, you can refine it using our AI-powered editor. The editor provides several powerful features. Select any text to access AI editing options and you will see the following in pop-over:

Quick Edits

  • Adjust tone (make more confident, professional, etc.)

  • Improve clarity and conciseness

  • Fix grammar and style

Ask for Source

  • Ask AI to provide evidence from source document and verify statements against uploaded materials

Custom Edits

  • Ask AI any type of specific instructions that not pre-set from the quick edits. The AI is context-aware and will draw on the data sources you provided to complete your text (e.g. write an additional paragraph about X, add more details of experience Y, etc.)

The AI will maintain context from all your data sources while editing, but always review the generated content for accuracy.

4

Export

After finalizing your report, you have several export options:

Export Options

  • Copy to Clipboard Copies the raw text in the editor (without in-line formatting)

  • Export to Standard Word Export to a blank Word document (.docx)

  • [Experimental] Export to Custom template Export to your company Word template format

The export feature is continuously being improved. If you encounter any issues or need specific format adjustments, please reach out to our support team.

QuickstartCustom Templates