How to Use Lever with Pokee AI

Pokee AI's Lever integration lets you manage candidates, track opportunities, and automate recruiting workflows through natural language commands. Instead of switching between Lever tabs, ask Pokee to find candidates, update pipeline stages, schedule interviews, and generate hiring reports.

What You Can Do with Lever + Pokee

• Data access: Read and query data from Lever through natural language commands
• Record management: Create, update, and manage records in Lever
• Workflow automation: Automate common Lever workflows and processes
• Reporting: Generate reports and summaries from Lever data
• Cross-tool integration: Connect Lever with 90+ other business tools

Getting Started

Step 1: Connect Lever

Connect your Lever account when prompted. Pokee uses API key authentication -- your credentials are stored in an encrypted vault.

Step 2: Start with a Simple Command

• "Show me recent activity in Lever"
• "Find records in Lever matching..."
• "Create a new entry in Lever"

Step 3: Build Up to Complex Workflows

• "Pull data from Lever and create a weekly report in Google Sheets, then email it to the team"
• "Monitor Lever daily and post updates to our Slack channel"
• "Sync Lever data with our Google Sheet tracker and flag any changes"

Example Commands

"Show me all active items in Lever"

"Update the status of record #123 in Lever"

"Search Lever for items created this week"

"Generate a summary report from Lever data"

Combining Lever with Other Integrations

Tips for Best Results

1. Be specific about which records or data you need
2. Combine Lever with Google Sheets for structured reporting
3. Use scheduled tasks to automate recurring Lever workflows
4. Leverage persistent memory so Pokee remembers your Lever preferences
5. Chain Lever with email and Slack for automated notifications

Security

• Lever access uses secure authentication (OAuth 2.0 or API key)
• Credentials stored in an AES-256 encrypted vault
• Pokee never stores your password
• SOC 2 Type I compliant infrastructure
• Your data is never used for model training

Frequently Asked Questions

How do I connect Lever to Pokee?

Ask Pokee to do something with Lever, and it will prompt you to connect through a secure authentication flow. Your credentials are stored in an encrypted vault.

Can I automate Lever workflows?

Yes. Set up scheduled tasks that interact with Lever on a daily, weekly, or custom schedule. Tasks run automatically without human intervention.

Is my Lever data safe?

Yes. Pokee is SOC 2 Type I compliant. Access tokens are stored in an encrypted vault, and your data is never used for model training.

Can I combine Lever with other tools?

Yes. Lever works with all 90+ Pokee integrations. Common combinations include Google Sheets, Gmail, Slack, and Google Docs.