How Executive Search Firms Schedule Interviews, Sync Calendars, and Manage Tasks
How it Works
1. Link records with context to the invite. Create an event and link it to people, projects, companies, or deals in Clockwork. The meeting shows on your calendar and on each linked record.
2. Sync both ways with your calendar. Whether your firm uses Microsoft 365 or Google Workspace, creating or changing a meeting in Clockwork, Outlook, or Google updates it everywhere with two-way syncing.
3. Add the location or video link. Enter an address for in-person meetings, or add a Teams or Google Meet link in one click.
4. Let confirmations send themselves. As soon as the event is created, everyone on it gets a confirmation automatically.
5. Assign tasks across the team. Create tasks for yourself or a colleague with a type, context, and due date, and add a calendar invite so the reminder sits on their calendar as well as their task list.
Why This Matters For Executive Recruiters
An active search means interviews, client calls, and follow-ups across several candidates and calendars that don't talk to each other. Confirmations get forgotten, and meetings live on personal calendars instead of the records they belong to.
Clockwork keeps scheduling, events and tasks tied to the search, so anyone on the team can see what's happening and what's coming up - and calendars are synced.
Frequently Asked Questions About Tasks and Calendar Syncing
Does Clockwork sync with Outlook and Google Calendar?
Yes. Clockwork syncs both ways with Microsoft 365 and Google Workspace, so a meeting created or changed in either place updates in both.
Can I add a Teams or Google Meet link to an invite?
Yes. Add a Teams or Google Meet link in one click, or enter an address for in-person meetings.
Can I see who has accepted a meeting?
Yes. Docket shows a green check for anyone who's accepted and a red 'X' for anyone who's declined.
Can I see my team's upcoming meetings and tasks?
Yes. Filter for events and tasks by user, status, type, date range, context, or record to see past and upcoming events and tasks for anyone at the firm.
Can I assign tasks to someone else on my team?
Yes. Assign a task with a type, context, and due date, and add a calendar invite so it appears on their calendar too.
Can AI help me prepare for client calls?
Yes. With Claude or ChatGPT connected through Clockwork's MCP server, you can ask for a search update covering current status, recent activity, and open decisions before a client call, or turn your notetaker's meeting notes into a note and post it directly to a candidate's record in Clockwork. Learn about the MCP connector.
Full transcript ShowHide
Multiple candidates, searches, and calendars that don't talk to each other can be overwhelming. Keeping a live search organized and on track often falls on you, and Clockwork's Docket panel is built to hold all of that scheduling and admin in one central place.
Add an event, give it a title and a type, and link it directly to other Clockwork records for people, projects, companies, and deals, so the meeting itself lives on your calendar and directly on the candidate record. Whether your firm runs on Microsoft 365 or Google, Docket connects to it the same way, syncing both directions. Creating or changing a meeting in Clockwork, or in Outlook or Google, will update in both places through two-way syncing.
The moment the event is created, a confirmation goes out to everyone on it automatically, so sending confirmations isn't a separate step you have to remember. When a participant accepts, Docket shows a green check for anyone who's accepted and a red X for anyone who's declined, refreshed roughly every hour. And you can open the full event for additional details to refresh your memory.
If you need the whole picture across the firm instead, and upcoming events for everyone, Clockwork filters Docket by user, meeting status, type, date ranges, contexts, and record, giving you exactly that: an always-current, complete view of what's coming up and what's occurred in the past, without switching across calendars.
Tasks live in the same panel. Assign one to yourself or to someone else on the team with a type, context, and due date, and create a calendar invite, so the reminder sits on your team's calendar in addition to their running task list in Clockwork.
If you use Clockwork's MCP server and connect it alongside your other notetaker platforms, prompt it to summarize and format interview notes after every meeting, generate a summary, and create a note in Clockwork that attaches directly to their person record.
Every calendar, every task, every note, it's all in one place. That's Clockwork doing the coordinating, so you spend your day on the search, not the chase.
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