Quick Setup
Create a Recruiting List
Press
Cmd+K, type “new list”, and select the Recruiting template. It comes with a candidate pipeline, role tracking, and sourcing properties.Add Candidates
Add candidates manually, import from a CSV (LinkedIn exports, ATS exports), or let them flow in from email activity with Auto-Add.
Your Hiring Pipeline
The Recruiting template comes with stages for a typical hiring process:| Stage | What it means |
|---|---|
| New | Candidate just entered your pipeline |
| Screen | Initial review of qualifications |
| Interview | Active interviews with the hiring team |
| Final Round | Final interviews with key decision makers |
| Offer | Formal offer extended |
| Hired | Offer accepted |
| Rejected | You decided not to move forward |
| Dropped out | Candidate withdrew |
| No Stage | Not yet categorized |
Candidate Properties
The Recruiting template comes with properties designed for hiring:| Property | What it tracks |
|---|---|
| Applying to | Which role (Software Engineer, Designer, etc.) |
| Role Seniority | Entry, Junior, Mid, Senior, Staff, Executive |
| Team | Engineering, Product, Design, Sales, etc. |
| Source | Employee referral, External referral, Scouted, Applied Directly |
| Referred by | Link to the person who referred them |
| Manager | Hiring manager for this role |
| Next Steps | AI-suggested next actions |
| Rejected reason | Why you passed (AI-captured) |
| Dropped out reason | Why the candidate withdrew (AI-captured) |
AI Autofill
AI keeps your hiring pipeline current:- Status — Candidates move through stages based on your email and calendar activity. Schedule an interview and they move to “Interview.” Send a rejection and they move to “Rejected.”
- Next Steps — AI suggests what to do next after each interaction
- Rejected reason — Captured automatically when you communicate a pass
- Dropped out reason — Captured when a candidate withdraws
Research Candidates
Before an interview, use the AI assistant or Meeting Prep to research candidates:- View their enriched profile — work history, education, social links, location
- Review your email history with them
- See who referred them and any shared connections
- Get suggested interview questions based on the role
Interview Notes
Record interviews to get AI-generated summaries with key points and action items:- Enable recording in Settings → Meeting Recording
- The bot joins your interview automatically
- After the call, the event page shows a Summary, Transcript, and Notes tab
- Action items from the interview can automatically create tasks
Track by Role
Use the Applying to property to filter your pipeline by role:- Create a custom view filtered to “Software Engineer” to see just engineering candidates
- Use the grid view to compare candidates side by side
- Sort by seniority, source, or any custom property you add
Collaborate with Your Hiring Team
- Shared pipeline — Your whole team sees the same candidates and stages
- Activity feed — See when teammates had interviews or exchanged emails with candidates
- Linked tasks and docs — Create interview scorecards, reference check notes, or offer letters as documents linked to each candidate
- Real-time collaboration — See who’s viewing the same candidate profile
Sourcing with Auto-Add
Set up Auto-Add to automatically add candidates to your pipeline:- Anyone who emails you about a specific role
- Anyone referred by a team member
- Anyone you schedule an interview with