Best Practices for Clara and Teamable with Lever
Clara and Teamable work with Lever to make your sourcing, scheduling and outreach as seamless as possible so you can go from sourcing your candidate to simply showing up and meeting them.
If you need help setting up your Clara and Lever integration, check out this article.
Step 1: Setting Up Clara Codewords
Once your Lever integration is set, the first necessary step to optimize your use of Clara and Teamable with Lever is to set codewords. Codewords are unique words or phrases that trigger Clara to take certain actions when scheduling for you, including:
- Scheduling Strategies
- Event Constraints
- Feedback Forms
- Lever-integrated request including feedback form
- Meeting Customization
- Add an email address to the meeting invite (e.g. add Interviews Calendar for tracking)
- Add text to the beginning of the event title (e.g. Phone Screen: [name] <>[name])
- Add text to the meeting description (e.g. further details on the interview process)
- Always BCC an email address for a meeting
You can view current codewords within the Special Features tab of your Clara settings. To add or change codewords, contact firstname.lastname@example.org or your AM if you require additional support.
If you want to learn more in-depth about Clara codewords, check out this article.
For step-by-step instructions on setting up codewords for feedback forms in Lever, check out this article.
Step 2: Using Clara in Positive Replies
Once you have set up your codeword, you are ready to let Teamable and Clara handle positive replies. Simply CC Clara and insert the codeword in your positive reply template.
In the examples below, "schedule a call" is the code phrase to trigger to Clara to create a meeting with specific settings and send a feedback form to the interviewer.
If you are handing replies manually, you need to ensure you include Clara and any necessary codeword.
To read more about ensuring auto-reply is turned on for Teamable, check out this article.
Step 3: Let Clara Handle the Rest
From here, Clara will handle scheduling any interested candidate(s).
You can read more about utilizing Clara with Lever in this article.