How to Take Interview Notes Like a Pro (2026)

Simon Lau
August 21, 2026
7 min
In this article

Try Otter today

  • 300 monthly transcription minutes

  • 30 minutes per conversation

  • 3 audio or video file imports

Try Otter for enterprise today

  • Industry leading transcription

  • Advanced AI Chat

  • Custom integrations & workflows

Share this post
Update
Otter has transformed with Otter Meeting Agents

Intelligent, voice-activated, meeting agents that directly participate in meetings answering questions and completing tasks - to make capturing, understanding, and acting on conversations effortless. Learn more about what’s new here.

Learn more

The reality is, interviewers forget more than they realize. In a September 2024 study of 60 participants recalling 60 conversations, speakers accurately recalled 29.83% of the ideas shared, and listeners only 22.86%. If you interviewed a candidate this morning and wrote nothing down, most of what they said is already forgotten. Interviews are packed with detail, and the pressure to stay engaged in the conversation makes accurate recall genuinely hard.

Well-taken notes solve that problem for hiring managers comparing candidates and helpyou decide based on evidence instead of a vague impression that formed in the first five minutes.

The Short on Time Version

  • Speakers accurately recall under 30% of shared ideas, so written notes beat memory for any interview that matters.
  • Prepare a template before the interview, then use it to capture short evidence snippets and complete your evaluation within 24 hours.
  • Record only job-related observations, avoid protected characteristics, and apply the same criteria to every candidate.
  • An AI notetaker and conversational knowledge engine like Otter.ai records the interview with participants' permission, produces a searchable transcript, and builds a shared record your team can query later, so you stay engaged in the conversation instead of scrambling to keep up with the notes.

Why Do Interview Notes Matter More Than Memory?

Interview notes exist because human recall degrades fast and hiring decisions often happen days or weeks after the conversation. Without a written record, you're comparing your sharpest memory of the most recent candidate against a fading impression of the first one.

Good interview notes give you seven concrete advantages:

  • Attentiveness signal: Taking notes shows the other person their answers matter, which helps in either seat.
  • Memory reinforcement: Written capture beats recall from a conversation that ended hours or days ago.
  • Bias control: Evidence-based notes anchor decisions to what was actually said.
  • Better follow-up: A record lets you continue the conversation instead of relitigating what was already covered.
  • Accurate quoting: Hiring panels can quote the candidate directly instead of paraphrasing from memory.
  • Reflection material: Post-conversation, you have something concrete to review before the decision.
  • Defensibility: A documented record shows each candidate was evaluated consistently, which matters both for better decisions and for defensibility if a decision is ever questioned.

Notes also protect the process itself. Organizations can keep accurate records of interview notes and decisions for audit purposes and to support fair hiring practices.

How to Take Interview Notes: Before, During, and After

The mechanics break into three phases tied to when each action happens. Interview notes work in three phases: prep before, evidence capture during, review and score within 24 hours after.

Before the Interview

Prepare before the call so you can fill in a framework instead of writing from scratch. 

  1. Define your end goal: Decide what you need from the conversation before it starts, whether that's assessing four competencies for a role or a specific skill area. This filters out the fluff before you've written a word.
  2. Prepare your questions and research: Review the resume or candidate background, and outline the questions you'll ask. Reusing the same core questions across candidates also serves as a bias control.
  3. Pre-fill a template: Enter the candidate's name, the role, the date, and the competencies you're assessing before the call starts. Pre-filled templates also make consistency easier. Standardized questions can be duplicated for each interview so you're asking the same type of questions every time.

During the Interview

With the structure built, your only job in the room is to listen and log what you hear. This applies whether you're across a table or on a virtual interview, where the distractions stack differently but the discipline is the same.

  1. Paraphrase and use shorthand: Writing every word verbatim isn't realistic. Capture short snippets and abbreviations for recurring terms, and paraphrase the substance rather than the exact phrasing. If something important goes by too fast, ask the speaker to repeat it. Framed as "I want to make sure I understand correctly. Could you please repeat that?", it reads as attentive.
  2. Jot down follow-up questions: When a candidate makes a vague statement or touches on something worth developing, write the question and return to it later instead of interrupting.
  3. Prioritize active listening: Minds wandered away from conversations 24% of the time across a five-study analysis of 1,225 people. Heavy typing makes it worse, and it costs you the non-verbal cues that shape the discussion.
  4. Record the conversation with permission: A recording captures what shorthand misses and gives every hiring stakeholder the same reference to check quotes against later.

After the Interview

What you do in the first day after the interview determines whether your notes stay useful.

  1. Complete your notes within 24 hours: Roughly two-thirds of learned material was lost within 24 hours in the original forgetting curve research. Expand your shorthand, clean up abbreviations, and add anything you didn't have time to write while it's still retrievable.
  2. Score against your criteria: Match what you recorded to your evaluation criteria or scorecard, then compare candidates on the same dimensions. Save analysis for after the interview.

A Simple Interview Notes Template

The before/during/after phases work best with a template that carries you through all three. A workable one has two parts: a header pre-filled before the interview, and one block per competency filled during and after.

The interview notes template has two parts: a header pre-filled before the interview, and one competency block per skill filled during and after.

Section Field When to Fill
Header Candidate name Before
Header Role Before
Header Interviewer Before
Header Date Before
Header 4–6 competencies + what good looks like Before
Competency block Evidence observed (short snippets, quotes) During
Competency block Follow-up questions During
Competency block Rating (1–3 scale with anchors) After

A simple three-point scale works well for the rating: 1 = Below Requirements, 2 = Meets Requirements, 3 = Exceeds Requirements, with defined behavioral anchors for each level.

Use the STAR Format for Behavioral Questions

For behavioral questions, log evidence in STAR format: the Situation, the Task, the Actions the candidate took, and the Results. That structure forces evidence onto the page in a comparable shape and keeps a debrief anchored to something concrete rather than a "seemed sharp" impression.

What to Capture and What to Leave Out

Capture what the candidate did and said: specific examples, metrics, decisions they made, direct quotes for standout moments. Leave out how you felt about it. A note that reads "led migration of 40 services to AWS in 6 months, cut infra spend 20%" is usable in a debrief. A note that reads "seemed sharp" is not.

Impressions are also where bias hides. "Fit" may be a code word for bias, based on gut feeling and comfort rather than job-related evidence. If a reaction can't be traced back to something the candidate actually said or did, it doesn't belong in your notes.

Common Interview Notetaking Mistakes

Even with an evidence-based template, a handful of habits reliably undermine interview notes.

Mistake Why It Fails What to Do Instead
Freeform paragraphs Long blocks of text make candidate comparison difficult Use competency blocks with short evidence snippets
Reconstructing from memory days later The forgetting curve wipes most detail within 24 hours Complete notes the same day
Scoring on gut feel Ratings without evidence are indefensible Point every rating to a specific note
Scoring too early Mid-interview ratings anchor your judgment Capture evidence during, score after
Typing so much that listening suffers Thorough notes are worthless if you missed the conversation Use shorthand or a recording
Changing criteria between candidates Different yardsticks make comparison meaningless Use the same template every time

What Interview Notes Can and Can't Legally Include

Your notes are hiring documentation, and they can carry legal weight. EEOC selection procedure guidance defines the boundary. Selection procedures violate anti-discrimination law "if they disproportionately exclude people in a particular group by race, sex, or another covered basis, unless the employer can justify the test or procedure under the law." Procedures must also be "job-related and consistent with business necessity."

In practice, notes that reference protected characteristics, including race, sex, age, religion, disability, or family status, may create risk because they pull the record away from job-related criteria. Appropriate interview criteria stay tied to position requirements and avoid unrelated personal questions.

Retention matters, too. Federal record-keeping rules generally require employers to keep hiring records, including interview notes, for at least one year from the date of the personnel action, and federal contractors are typically held to a two-year standard. Holding those records long enough to defend the decision is what turns interview notes into a defensible hiring artifact.

How an AI Notetaker Changes Interview Notes

An AI notetaker handles the capture layer so you can stay in the conversation. Beyond capture, Otter.ai turns every interview into a searchable conversation record with a full transcript delivered at up to 95% accuracy, an automated summary, action items, and speaker-attributed quotes. It's the conversation intelligence layer that lets a hiring team search, compare, and act on what candidates actually said, a shared record you can query across every interview. Otter is SOC 2 Type II certified and HIPAA compliant, so the record stays defensible under the same audit standards your interview notes need to meet, and teams using it save over 4 hours per week they used to spend writing up notes.

Otter connects to Zoom, Google Meet, and Microsoft Teams, and can be configured to join the scheduled interviews you've selected. Otter also supports ad-hoc capture from its desktop and mobile experiences, always with participants' permission. It also accepts audio and video uploads in 30+ formats (MP3, MP4, WAV, and more) if you're working from a recorded phone screen or an in-person interview captured on a device. Live AI features can answer questions and draft action items mid-call, so follow-up prompts surface in real time instead of after the fact.

Otter's meeting summary templates extract any insight you define, including evidence for a specific competency, red flags, notice-period signals, salary expectations, or anything else your hiring process cares about, and apply that template against every recorded interview.

Otter's MCP support securely brings your interview data directly into Claude, ChatGPT, or any MCP-compatible assistant. Ask "compare the three finalists on ownership and follow-through" in the AI tool you already use and get a grounded answer pulled from the actual transcripts. Bi-directional integrations push those extracted insights and action items out to your ATS, Slack, Notion, Jira, Salesforce, or HubSpot, then pull updates from those same tools back into Otter so the record stays in sync both ways.

Take Better Interview Notes With Otter

Good interview notes need structure before the conversation, evidence during it, and a same-day review after. A pre-filled template keeps every candidate on the same yardstick, short evidence snippets keep the record job-related and defensible, and completing your notes within 24 hours keeps the forgetting curve from doing the deciding for you. Skip any of the three and you're back to comparing fading impressions.

Offloading the mechanical work is what lets you stay in the room. An AI notetaker and conversational knowledge engine like Otter captures the transcript, timestamps, and speaker-attributed quotes on your behalf, then makes every interview searchable across your hiring history, and via MCP, queryable directly from Claude or ChatGPT. You listen, ask better follow-ups, and score against your criteria from a verified record instead of memory.

Get a demo to see how Otter fits your hiring workflow, or try it free on your next interview.

Frequently Asked Questions

How Soon Should I Complete My Interview Notes?

Within 24 hours, and sooner is better (see Tip #8 on the forgetting curve). Expand shorthand and finalize your scorecard the same day the interview happens.

What Are the 5 R's of Notetaking?

The 5 R's are Record, Reduce, Recite, Reflect, and Review, a framework tied to the Cornell notetaking method. In an interview context, that maps to: record short evidence snippets during the conversation, reduce them into your scorecard structure after, recite the candidate's answers back in your debrief, reflect on how the evidence maps to competencies, and review your notes before the hiring decision.

Should I Take Notes on Paper or Digitally During the Interview Itself?

Either works if you match the format to the conversation. Paper reduces screen distraction and helps you keep eye contact, which matters for candidate rapport. Digital notes are searchable and easier to share with a hiring panel. The best of both is often a recorded, transcribed conversation with conversation intelligence tools like Otter plus a short handwritten scorecard.

Can Interview Notes Be Used as Legal Evidence?

Yes. Interview notes are hiring documentation, so accurate records of notes and decisions matter for audit purposes. Job-related, evidence-based notes support the decision, while notes referencing protected characteristics work against it.