Tracker Development: SQL Basics and Query Writing
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Questions and Answers

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?

  • AI to evaluate roles
  • Negative AI match score
  • Positive AI match score
  • Client ID (correct)

What does the client filters tab contain?

<p>Client ID and positive and negative criteria (D)</p> Signup and view all the answers

Why is the information in the client filters tab emphasized?

<p>It is the primary source for AI scoring systems. (D)</p> Signup and view all the answers

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

<p>Creating and pasting the client's query in column C (A)</p> Signup and view all the answers

Which two types of criteria are evaluated using AI?

<p>Positive and negative query criteria (A)</p> Signup and view all the answers

What should be avoided when copying information into column B?

<p>Company details (B)</p> Signup and view all the answers

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

<p>Positive and negative AI match score criteria (C)</p> Signup and view all the answers

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

<p>To identify the level of experience required for roles (A)</p> Signup and view all the answers

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

<p>Partnerships Manager (C)</p> Signup and view all the answers

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

<p>Delete duplicates and simplify keywords (B)</p> Signup and view all the answers

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

<p>Emphasize remote work and major U.S. cities (B)</p> Signup and view all the answers

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

<p>Security Clearance (D)</p> Signup and view all the answers

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

<p>To replace the ID in the query for data retrieval (A)</p> Signup and view all the answers

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

<p>Paste the data into the latest data spreadsheet (D)</p> Signup and view all the answers

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

<p>No specific companies listed (D)</p> Signup and view all the answers

What limitation was noted when copying data from the dataset?

<p>A maximum of 149 rows were excluded (C)</p> Signup and view all the answers

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

<p>Assigned personnel should be notified of changes (C)</p> Signup and view all the answers

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

<p>To enable the application tracker to associate results with the client (B)</p> Signup and view all the answers

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

<p>Using specific 'avoid' company keywords for filtering (D)</p> Signup and view all the answers

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

<p>Job titles can be generalized to avoid redundancy (C)</p> Signup and view all the answers

What format is recommended for saving results after data retrieval?

<p>CSV (B)</p> Signup and view all the answers

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

<p>Check the number of results displayed (B)</p> Signup and view all the answers

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

<p>It will only allow copying of the first subset of data (C)</p> Signup and view all the answers

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

<p>346 results (B)</p> Signup and view all the answers

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

<p>Identify the correct file name and location (C)</p> Signup and view all the answers

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

<p>Use the custom GPT design for query creation. (B)</p> Signup and view all the answers

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

<p>Client ID above the search criteria. (D)</p> Signup and view all the answers

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

<p>FirstName_LastName (C)</p> Signup and view all the answers

What does the custom GPT design help create?

<p>Query or SQL codes for clients. (C)</p> Signup and view all the answers

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

<p>Copy and paste it into the search criteria column. (B)</p> Signup and view all the answers

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

<p>BigQuery. (C)</p> Signup and view all the answers

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

<p>Pasting the revised results into the client's application tracker (B)</p> Signup and view all the answers

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

<p>Delete it completely (A)</p> Signup and view all the answers

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

<p>The specific job requirements are met and confirmed (D)</p> Signup and view all the answers

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

<p>They help filter out unsuitable candidates (B)</p> Signup and view all the answers

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

<p>Proceed with creating the query after edits (D)</p> Signup and view all the answers

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

<p>Save the voice notes in a dedicated folder. (D)</p> Signup and view all the answers

What should be done after the voice notes are transcribed?

<p>Summarized using custom GPT. (A)</p> Signup and view all the answers

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

<p>Must-have and must-not-have keywords. (D)</p> Signup and view all the answers

Which of the following are not part of SQL Job Query

<p>industry (D)</p> Signup and view all the answers

Flashcards

Client ID

A unique identifier assigned to each client, used to distinguish different clients in the tracker system.

Search Criteria

Search criteria provided by the client, including job title and other related information.

Search Query

A specific query created to find relevant candidates based on the client's search criteria.

AI Match Score Criteria

Criteria used to evaluate the suitability of potential candidates based on the client's requirements, including positive and negative aspects.

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Client Filters Tab

A tab within the tracker data spreadsheet that compiles client information, including client ID, positive criteria, and negative criteria.

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AI Match Scoring System

A system within the tracker that uses AI to evaluate the suitability of candidates based on the client's criteria.

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Import Tab

A tab within the tracker data spreadsheet that contains a compilation of information from client applications.

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Search Criteria Tab

A tab within the tracker data spreadsheet that contains the search criteria provided by the client.

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Query Tab

A tab within the tracker data spreadsheet that contains the search query used for finding potential candidates.

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Positive and Negative Criteria

Positive criteria are used to identify ideal candidates, while negative criteria identify undesirable or disqualifying factors.

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TrackerData.com Spreadsheet Tab

TrackerData.com contains a spreadsheet specifically designed for client searches, including a tab dedicated to compiling search criteria.

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Client ID Format

The client's information is formatted in a specific way: client's first name, underscore, client's last name.

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Job Query Creator

A custom GPT tool is used to generate SQL codes for client searches, based on the client's search criteria and ID.

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Client-Specific SQL

The SQL code generated by the custom GPT tool is designed to be specific for each client, to ensure relevant results in the database.

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Query Column

Once the SQL code is generated, it's copied and pasted into the 'Query Column' within the 'Search Criteria-Queries.AIScore Tab' of the TrackerData.com spreadsheet.

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BigQuery Platform

BigQuery is a platform used to execute the generated SQL code, allowing you to search the database for relevant candidates based on the client's criteria

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Executing SQL Queries in BigQuery

To execute a generated SQL query in BigQuery, you open a new query tab and paste the code, then run the query to obtain the search results.

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Initial Query

The custom GPT tool generates an 'Initial Query' which includes the client ID and search criteria, forming the basis for the SQL code.

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Job Query Refinement

The process of refining the job query to improve its accuracy and effectiveness in finding the right candidates.

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Seniority Filter

A filter within the job query that identifies and prioritizes specific job roles based on their seniority level, such as 'Senior', 'Lead', or 'Director'.

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Focus Filter

A filter within the job query that identifies and prioritizes specific job roles based on their functional area or focus, such as 'Product Management', 'Partnerships', or 'Customer Success'.

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Location Filter

The client's preference for locations where the job can be performed, including remote work, specific cities, or regions.

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Must-Have Job Title Keywords

Keywords that must be present in the job title for the candidate to be considered relevant.

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Combined Dataset

A database that combines the latest two weeks of data.

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Must-Not-Have Job Title Keywords

Keywords that must not be present in the job title for the candidate to be considered relevant.

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Must-Not-Have Job Description Keywords

Keywords that must not be present in the job description for the candidate to be considered relevant.

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Avoid Companies

A list of companies that the client wants to avoid, helping to exclude candidates who currently work there.

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Job Roles Database

A database that stores information about job roles, including details about their seniority, focus, location, and qualifications.

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Querying the Database

The process of using a search query to retrieve relevant job roles from the database, based on the refined criteria.

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Positive Criteria

Desired characteristics in a candidate that make them suitable for the role.

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Negative Criteria

Characteristics or factors that would disqualify a candidate from consideration, according to the client’s requirements.

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Audio Transcription

Transcribing audio notes into text using AI tools like Author.AI.

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Transcript Summarizer

A tool that generates a summary of a text based on its content, often used to condense transcripts.

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Integrating Search Criteria

Combining information from different sources to create a more complete picture.

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Client Details

The information provided by the client about their ideal candidate, including job title, skills, experience, and location.

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Must-Have Keywords

Keywords that MUST be present in a job title for a candidate to be considered relevant.

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Must-Not-Have Keywords

Keywords that MUST NOT be present in a job title for a candidate to be considered relevant.

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AI Match Scoring

Using AI to analyze and score candidates based on the client's criteria, helping to identify the best matches.

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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.

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