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Welcome to Simply Docs

Everything you need to get up and running with Simply, from account setup to advanced Salesforce integrations and custom work.

New to Simply?

Start with the Create your account guide to get set up in minutes.

What is Simply?​

Simply is an AI-powered recruitment platform that helps you work smarter with candidate data. Record and analyze conversations, parse and convert CVs, and search your candidate database, all powered by AI that understands recruitment.

What you'll find here​

Getting Started​

Using Simply (Web App)​

  • Settings: Configure your account, organisation, team, integrations, and meeting bot rules
  • Processing Recordings: Transcribe, summarize, and extract data points from your meetings
  • Processing CVs: Convert candidate CVs into your company's branded template

Salesforce Integration​

  • Installation: Install the Simply package from AppExchange and configure the secure connection
  • Configuration: Set up Data Point Mappings, navigation tabs, and Simply widgets
  • Temporary Login Access: Grant Simply support access to your Salesforce org
  • Activity Creator Flow: Automatically log conversation summaries in the Salesforce Activity timeline

Using Simply in Salesforce​

  • Overview: Navigate the Simply tabs inside your Salesforce environment
  • CV Parser: Parse CVs and populate candidate records directly in Salesforce
  • Conversation Processing: Process and review recruitment conversations within Salesforce
  • CV Conversion: Convert CVs into your house style from within Salesforce

Custom Work​

Other Services​

Need help?​

Reach out to your Simply account manager or contact us anytime. We're here to help you get the most out of Simply.