# Recruiting copilots: working checklist

Companion to https://lunaprompts.com/blog/ai-recruiting-copilots-guide

LunaPrompts Editorial. Original illustrative exercise.

## Define the workflow

- Role or campaign:
- Owner:
- Decision this workflow should support:
- Candidate instructions and support route:

## Worked example: Coordinate an interview without inventing a booking

Start with a scheduling workflow because its outcome can be checked. Define the inputs: candidate identity, interview type, expected duration, relevant calendars, and time zone. Define the output: a confirmed event or a clearly described exception.

The calling agent gathers availability and communicates the next step. If the candidate says “Thursday afternoon,” the workflow needs a time zone and a specific proposed time. If the calendar cannot confirm the slot, the message should say it is proposed or awaiting confirmation. It should not imply that the interview is booked.

Give the recruiter enough context to resolve an exception without repeating the entire conversation. A useful handoff includes what the candidate requested, what the agent attempted, and the remaining decision. Avoid collecting unrelated personal detail just because the conversation makes it possible.

Apply the same discipline to AI Judge. Define the criteria it assists with, the evidence a reviewer can inspect, and how disagreement is handled. The useful output is an evidence-linked review aid. The recruiter and hiring manager still own the hiring decision and the relationship with the candidate.

## Review checklist

- [ ] Task: The bounded job the agent should perform
  Evidence or open question:
- [ ] Completion: What the system can actually confirm
  Evidence or open question:
- [ ] Exception: What the agent must hand off
  Evidence or open question:
- [ ] Review: What a person can inspect afterward
  Evidence or open question:

## Working session

Choose one repetitive recruiting task. Write its inputs, completion state, and three exceptions that should reach a person.

## Avoid this mistake

Automation can create extra work when it hides incomplete tasks behind a success message. Make “needs attention” a normal, useful outcome.

## Record the next step

- Observed evidence:
- What remains uncertain:
- Person responsible:
- Next action and date:

Keep candidate examples anonymous when sharing this worksheet.