Tracker Development: SQL Basics and Query Writing

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Questions and Answers

What is the first component that should be compiled according to the video?

Search criteria

Client ID (correct)

Query of the client

Positive AI match score

Where can the Client ID be found?

In the query of the client

In the search criteria tab

In the import tab, cell A1 (correct)

In the client filters tab

What should be pasted in column B during the compilation process?

Job title and avoid company details (correct)

Job title and response criteria

Client ID only

Job title and company details

Which of the following components is NOT used to evaluate roles for the client?

Client ID Signup and view all the answers

What does the client filters tab contain?

Client ID and positive and negative criteria Signup and view all the answers

Why is the information in the client filters tab emphasized?

It is the primary source for AI scoring systems. Signup and view all the answers

Which step comes after pasting the search criteria into column B?

Creating and pasting the client's query in column C Signup and view all the answers

Which two types of criteria are evaluated using AI?

Positive and negative query criteria Signup and view all the answers

What should be avoided when copying information into column B?

Company details Signup and view all the answers

What constitutes the last component to be compiled as per the video?

Positive and negative AI match score criteria Signup and view all the answers

What is the primary focus of the seniority filter in the job query process?

To identify the level of experience required for roles Signup and view all the answers

Which job title is suggested to be retained rather than deleted in the job query optimization process?

Partnerships Manager Signup and view all the answers

How should the salary requirement be adjusted for the job query?

Adjust it to 140K Signup and view all the answers

What should be done to redundant keywords in the job title requirements?

Delete duplicates and simplify keywords Signup and view all the answers

What is the correct approach for the location filter based on client preferences?

Emphasize remote work and major U.S. cities Signup and view all the answers

Which of the following is an example of a must-not-have keyword in the job description?

Security Clearance Signup and view all the answers

What is the main purpose of copying the ID from the dataset?

To replace the ID in the query for data retrieval Signup and view all the answers

What is an issue identified with the 'avoid companies' section in the job query?

No specific companies listed Signup and view all the answers

What should be done after the data has been copied from the local file?

Paste the data into the latest data spreadsheet Signup and view all the answers

What must be considered when adding new queries into the tracker data spreadsheet?

Assigned personnel should be notified of changes Signup and view all the answers

What limitation was noted when copying data from the dataset?

A maximum of 149 rows were excluded Signup and view all the answers

Why is it important to copy the client's ID after pasting the data?

To enable the application tracker to associate results with the client Signup and view all the answers

What does the strategy involve for ensuring effective matching in the AI filtering process?

Using specific 'avoid' company keywords for filtering Signup and view all the answers

What format is recommended for saving results after data retrieval?

CSV Signup and view all the answers

What is indicated as a potential adjustment in job title management?

Job titles can be generalized to avoid redundancy Signup and view all the answers

What action should be taken to view the results from the query?

Check the number of results displayed Signup and view all the answers

What might happen if the data exceeds the limit when copying?

It will only allow copying of the first subset of data Signup and view all the answers

How many results were indicated as available in the dataset mentioned?

346 results Signup and view all the answers

What is a common step to do after clicking to save the results?

Identify the correct file name and location Signup and view all the answers

What is one characteristic of the 'all kinds latest' tab mentioned?

It compiles roles that match the client’s search criteria Signup and view all the answers

What should be done after copying the client's ID?

Use the custom GPT design for query creation. Signup and view all the answers

In what order should the client ID and search criteria appear when creating the job query?

Client ID above the search criteria. Signup and view all the answers

What is the purpose of the TrackerData.com spreadsheet?

To compile components related to client queries. Signup and view all the answers

What should you do with the SQL code generated by the custom GPT?

Copy it back to the correct spreadsheet tab. Signup and view all the answers

What is the format for entering the client identifier in the spreadsheet?

FirstName_LastName Signup and view all the answers

What does the custom GPT design help create?

Query or SQL codes for clients. Signup and view all the answers

Which tab in the spreadsheet specifically compiles the client's search criteria?

Queries.aiscore.tab Signup and view all the answers

In the SQL code, where does the client ID appear?

At the top of the SQL code. Signup and view all the answers

What is the first action taken with the client's search criteria?

Copy and paste it into the search criteria column. Signup and view all the answers

Which tool is used to open a new query for pasting the SQL code?

BigQuery. Signup and view all the answers

What is one purpose of comparing the first and second versions of search criteria?

To confirm the addition of must-have and must-not-have keywords Signup and view all the answers

What additional elements were noted in the second version of the search criteria?

Inclusion of must-not-have keywords Signup and view all the answers

After editing the search criteria, what is the recommended next step?

Pasting the revised results into the client's application tracker Signup and view all the answers

Which of the following job titles was suggested for addition in the second version of the search criteria?

Engineering Technician Signup and view all the answers

What should be done with the old search criteria after updating it?

Delete it completely Signup and view all the answers

What indicates an accurate result in the context of search criteria?

The specific job requirements are met and confirmed Signup and view all the answers

What action is suggested for the list of job titles after revisions are made?

Only retain non-redundant job titles Signup and view all the answers

What key aspect should be observed when modifying search criteria?

Prioritizing the specificity of keywords Signup and view all the answers

Why are must-not-have keywords significant in the search criteria?

They help filter out unsuitable candidates Signup and view all the answers

What final action is suggested to ensure clarity in the query process?

Proceed with creating the query after edits Signup and view all the answers

What is the initial step to integrate client voice notes into the search criteria?

Save the voice notes in a dedicated folder. Signup and view all the answers

What is the purpose of using the AI tool called author.ai?

To transcribe audio notes into written format. Signup and view all the answers

When integrating the search criteria, which elements are combined?

Client intake form details and AI-generated transcripts. Signup and view all the answers

What should be done after the voice notes are transcribed?

Summarized using custom GPT. Signup and view all the answers

Which phrase best describes the role of the custom GPT in this process?

To summarize and refine the transcripts produced by the author.ai. Signup and view all the answers

What is one important detail to include when saving voice notes on a Mac?

Rename the files for easy identification. Signup and view all the answers

Which of the following actions is necessary after obtaining the transcript from author.ai?

Copy the transcript to use with the custom GPT. Signup and view all the answers

What is typically found in the client details section that is crucial for creating search criteria?

Must-have and must-not-have keywords. Signup and view all the answers

How should the client's search criteria be handled after being generated?

It must be integrated and possibly edited. Signup and view all the answers

What general step follows after successfully pasting the transcript into the custom GPT?

Edit the existing search criteria based on the summary. Signup and view all the answers

Study Notes

Compiling Tracker Development Client Components

Client components are compiled, including client ID, search criteria (derived from voice notes & intake forms), custom query codes, and positive/negative AI match score criteria.

Client ID

Client ID located in the application tracker's import tab, cell A1.
Formatted as first name_last name.

Search Criteria

Copy job title from client's application tracker (excluding company).
Generate SQL using "job query creator" and custom GPT.
Integrate search criteria from client voice notes and intake forms.
Copy client voice note transcript and use custom GPT to summarize the transcript to create search criteria.
Custom GPT edits existing search criteria to include must-have/must-not-have keywords from the voice note transcript or client intake form.
Integrate the updated search criteria into the client's application tracker.

Client Query

Generate SQL codes using a "job query creator" tool and custom GPT, using search criteria.
Copy the query code and paste into the query column in the client's application tracker, ensuring client ID is at the top.

Positive and Negative AI Match Score Criteria

AI analysis evaluates matches; detailed explanation in later sections.
Consider seniority, job focus, remote work, location, salary expectations and keywords.
"Client Filters" tab crucial for AI matching; stores client IDs, positive/negative criteria, avoid company names/keywords.
Important criteria for queries : seniority, focus, remote, location, salary, keywords to include /exclude.

Query Creation Process

Generated query requires "polishing" in BigQuery:
Fix incorrect seniority, location, salary, and keywords.
Correct redundancy.
Ensure clarity.
Copy refined query to the tracker data spreadsheet.
Execute query.
Save results in a local file (e.g., CSV).

Data Collection

Clipboard limitations may reduce results.
Use "Web data all terms data" (recent job postings) or "Combined 2VQ Clients" (latest 2 weeks' data) based on needs.
Save data in a local file or transfer to applicable sheet.

Data Application

Paste client ID into the last row of client results tab.
Enables application tracker to access client results.

Voice Note Integration

Save client voice notes to a dedicated folder.
Rename voice notes for easy identification (e.g., Nicolas M).
Use author.ai to transcribe voice notes.
Copy the transcript.
Use transcript summarizer (custom GPT) to create search criteria—add "must-have" and "must-not-have" keywords from the transcript.
Integrate the summarization results by copying and pasting them into the client application tracker's search criteria.
Compare the updated search criteria (from summarization) with the initial search criteria to ensure accuracy.
Update the search criteria with improved details based on summarization.

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Description

This quiz covers the compilation of essential components for tracker development, including Client ID, search criteria, client queries, and AI match score criteria. Understand how to effectively gather and organize data for client tracking using AI evaluations.