Convo sends Phone meeting summaries, action items, and key insights straight to Lever. No manual note-taking, no copy-pasting, no forgotten follow-ups. Your Lever stays up to date after every call without extra work.

INTEGRATION

Sync Phone Meeting Notes to Lever Automatically

Every Phone meeting ends the same way: scrambling to remember what was discussed, then manually updating Lever. What if that happened automatically?

Phone
Phone
🎤
Convo AI
Transcribe
Analyze
Structure
📊
Lever
Lever
Synced

HOW IT WORKS

How Convo connects Phone to Lever

With Convo, your Phone conversations flow automatically into Lever via your preferred automation platform. Transcripts, action items, decisions—all organized and synced the moment your call ends.

[01]
Record with Convo

Phone audio is transcribed and summarized automatically

[02]
Connect an automation

Link Convo to Lever via Zapier, Make, or IFTTT — no code required

[03]
Map your data

Choose which fields — summaries, action items, transcripts — flow to Lever

Choose what data flows to Lever

Pick exactly what you need — send everything or just specific fields.

Transcript
Full speaker-attributed conversation
Summary
Key points organized by topic
Action Items
Tasks with owner and priority
Decisions
Key decisions from the discussion
Follow-up Email
AI-drafted email from meeting content
Custom AI Query
Ask any question about the meeting

What you can do with Phone + Lever

Structured interview feedback

Phone interview notes become Lever scorecards with ratings, strengths, concerns—formatted and filed.

Capture red flags

AI detects concerning responses during Phone interviews, flags them in Lever candidate profiles.

Track hiring criteria

Every "must-have" or "nice-to-have" mentioned in Phone hiring discussions logs to Lever requisitions.

Compare candidates objectively

Standardized Lever data from Phone interviews makes side-by-side candidate comparison actually fair.

FAQ

Common questions

RELATED INTEGRATIONS

GET STARTED

Automate Phone to Lever in minutes