How to build a candidate sourcing agent

Click "New agent" and select "From template." Choose the "Candidate sourcing agent" template to get started with a pre-built workflow.

The agent builder will automatically highlight any steps that still need your input with an "Action required" indicator.

Start with the trigger step. Set a time interval for when the agent should run, for example every day at 18:30.

Select the vacancy you want to source for. By default, the "Let AI configure sourcing" toggle is enabled. This means the AI automatically determines the sourcing criteria based on the vacancy you selected.

Turn the toggle off if you prefer to set the sourcing criteria manually.

The first delay after the Source Candidates step is set to 1 day by default. This gives you time to review the sourced leads before outreach begins. To exclude someone, select them using the checkbox and click "Exclude."

In the LinkedIn connection request step, you can add a message to your invitation. Keep in mind that free LinkedIn accounts are limited to 5 invitations with a message per month.

Based on our own data, we recommend sending connection requests without a message. This performs better regardless of your LinkedIn subscription type.

The second delay after the LinkedIn connection request is set to 4 days by default. During this time, the AI checks whether the candidate has accepted your request.

If accepted, the left branch triggers and sends a LinkedIn message. If not accepted, the right branch triggers and defaults to an InMail. You can replace the InMail with an email or WhatsApp message by clicking the arrows on that step.

By default, the template is locked to prevent accidental changes that could break the workflow. If you want to add or remove steps, click the three dots at the top and select "Enable editing."

This option is intended for advanced users only.