🛠️ Step 1: Set up the recording template
Navigate to Content > Templates and click + New Template.
Title the Conversation: We recommend using a clear name like
"Pitch a role".Assign the Job: Link the template to the specific job you are hiring for. This enables the AI agent to pull exact role details during the conversation.
Note: You can also choose to leave this blank
Customize Questions: Adjust the questions as needed. We recommend keeping the total recording time between 3–10 minutes.
Tip: The first default question is intentionally detailed to give the speaker plenty of context before they begin.
Important Note: Keep the Web recording only setting enabled to ensure high-quality audio capture.
Click Create template when finished.
✉️ Step 2: Distribute the Recording Template
Once your template is created, you can immediately send it out to your team:
Click Send an invite to generate a personalized template email sent via Puck.
Type in the email addresses of the teammates or hiring managers you want to record.
Note: Recipients do not need to be registered users on Puck to use the link.
Click Show Preview > Preview email to review the message, then send.
👥 Step 3: Participant Perspective
When your teammates open the link, they will be taken directly to a clean, web recording landing page where the AI will guide them through the questions.
📁 Step 4: Access Your Content
Once the Puck team finishes processing the audio, your finalized assets are automatically delivered to your workspace.
Navigate to Content > Content Library in the main menu.
Here, you will find your new sourcing content categorized into three formats ready for use:
Podcasts: The full, polished audio conversations.
Teasers: Short, engaging audio snippets with text.
Quotes: Transcribed, high-impact text pull-outs.
💡 Why It Matters
This process collects firsthand team perspectives and role context that standard job descriptions miss.
Use the finalized content across job pages, email sequences, direct sourcing, and LinkedIn outreach.
Hearing from a peer in a similar position or location builds immediate credibility with hard-to-source job locations and niche positions.
Hiring managers and teammates can record their input on their own time without scheduling a meeting.
A human team member at Puck personally reviews the raw audio to produce your finalized, high-quality sourcing content.