AI workflows for sourcing and candidate outreach.

Deciding where to look for candidates, researching people against the agreed criteria and writing the first approach to them.

Who does this work

  • Sourcer
  • Recruiter
  • Talent acquisition partner

2 workflow templates ready to adapt, and 4 workflows identified.

Updated

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Examples of the workflows identified
  1. Draft candidate outreach messages
  2. Plan where to post and source for a role
  3. Prepare a call with a prospective volunteerIllustrative
  4. Research candidates against agreed criteriaIllustrative

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Draft candidate outreach messagesDrafts a first message and follow-ups for each chosen candidate, personalised from supplied public work and honouring opt-outs.Workflow templatePlan where to post and source for a roleOrders the company's channels by expected signal for the role, with a weekly posting schedule within budget and what to count.Workflow template
Prepare a call with a prospective volunteerPrepares a callback brief with approved questions, the volunteer's stated preferences and available orientation slots.Illustrative · not built yet
Research candidates against agreed criteriaLists potentially relevant profiles with cited evidence of their work against the role's criteria, and open questions.Illustrative · not built yet

Workflow templates

Candidate outreach draftingFor each person a recruiter or founder has already chosen to approach about an approved role: a first message and two follow-ups, each personal line traced to a public work source the recruiter supplied, do-not-contact names and opt-outs honoured, and a reply log. The recruiter sends every message.Workflow templateJob posting and sourcing planFor one approved role, the hiring manager gets a plan for where to post and where to look: every channel on the company's own list ordered by the signal it should give for that kind of role, a week-by-week schedule inside the budget, and what to count on each channel. Nothing is posted or paid until a person approves.Workflow template

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Tell us the sourcing and candidate outreach work you need and the team that does it, and we build the workflow with you from your own procedures.

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Where to go next

All of recruiting and hiringEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Other areas of recruiting and hiring