Find candidates
- How to find candidates with AI Search: Go from a role or job description to a ranked, explainable shortlist of candidates in minutes, with no Boolean strings, then contact them straight away.
- How to shortlist and review candidates in AI Search: Keep AI Search results under control: shortlist the people you want, set aside the rest, and always see what is left to review.
- How to find candidates who are not already in your CRM: Focus your sourcing on genuinely new prospects: filter out people already in your CRM, already contacted, in a sequence, or unsubscribed.
- How to search for candidates by language or location: Find candidates for roles that need a language or a location, without missing people whose profile doesn’t list the language.
- How to screen candidates with AI: Compare many candidates against the criteria that matter to you without reading every profile, on any group in your CRM.
- How to find candidates similar to your best contacts: Turn your best contacts into a search: select a few strong candidates and Jobin builds a filter for similar profiles.
- How to run a Boolean search on other sites: Run the same Boolean search across other sites from one place, with no login or extension, and save searches to reuse.
Import contacts
- How to import contacts from a CSV file: Bring a spreadsheet of candidates or leads into your CRM in one go, with your own data mapped, duplicates merged, and profiles auto-updated.
- How to bulk import resumes and CVs: Turn a folder of resumes into searchable candidate records without typing anything, with AI parsing running in the background.
- How to import contacts from your social network: Build your candidate database from the networks you already have: your connections, search results, groups, events, and posts.
- How to import contacts from Gmail, Outlook, Apple, or Yahoo: Turn your personal address book from Gmail, Outlook, Apple, or Yahoo into searchable CRM contacts.
- How to add a contact from a name or profile link: Add a candidate in seconds: paste a name or a profile link and Jobin builds the contact without a long form.
- How to import companies from a CSV file: Load your whole client and prospect list into Accounts at once, instead of adding companies one by one.
- How to find and merge duplicate contacts: Keep one clean record per person, so you never message the same candidate twice or lose notes and history, and resolve the few conflicts Jobin can’t settle.
Keep data fresh
- How to automatically update candidate profiles: Keep your database current without re-importing: Jobin fetches each candidate’s latest profile data, in bulk, for any selection or saved search.
- How to find email addresses and phone numbers for contacts: Find missing emails and phone numbers so you can reach candidates on the right channel, for a selection or automatically inside a sequence.
- How to set up waterfall enrichment with your own providers: Use your own enrichment providers alongside Jobin’s data and choose the order they are queried, to get the contact details you need.
- How to create a custom field for contacts: Store the data that is specific to your process, like salary expectations or notice period, in a structured field you can filter on.
- How to update custom fields for many contacts at once: Set or correct custom-field values for a whole group of contacts at once instead of editing them one by one.
- How to tag multiple contacts at once: Label a whole group of contacts in one action, creating new tags on the spot, so batches are easy to find again.
- How to export contacts to a CSV file: Get your contact data out for reporting, sharing, or backup, with exactly the fields you choose.
- How to send contacts to Make.com: Hand your contacts to your own automations: export from Jobin straight into your Make.com scenarios.
Search and organize contacts
- How to search and filter contacts by recruiter notes: Rediscover candidates by what was said about them, searching interview feedback and recruiter notes, not just profile fields.
- How to save a search and build a talent pool: Create talent pools that keep themselves up to date: save a search and it adds and drops contacts as they match, with no tags to maintain.
- How to find contacts you have not messaged yet: Target only people who haven’t heard from you yet, and avoid repeat outreach, by filtering for no recorded outreach or a recent last message.
- How to find contacts who replied to a sequence: Follow up quickly with the people who answered: build a list of everyone who replied to a sequence, by reply type or step.
- How to customize the Contacts table columns: Put the information you need in front of you: show, hide, reorder, and resize Contacts columns, and share layouts with your team.
- How to add a note to a contact: Capture what you learn about a candidate so the whole team remembers it, searchable later and shareable with clients.
- How to change the default Contacts view (list or cards): Open Contacts the way you work: choose list or cards as your default, and decide when the details sidebar opens.
Jobs and pipelines
- How to create a job with AI from a job description: Go from a job description to a structured job in minutes: AI fills in the details so you can set up the pipeline and publish.
- How to add stages to a hiring pipeline: Make the pipeline match your real hiring process, so you can see where every candidate stands at a glance.
- How to use a pipeline template for your jobs: Standardize your hiring process and save setup time: start every job’s pipeline from a proven template.
- How to define an ideal candidate profile (ICP) for a job: Describe who fits a job once and get a live talent pool: filter your whole database for everyone who matches, with no tags to maintain.
- How to assign contacts to a job: Put candidates into a job’s pipeline so you can track their progress, choosing the stage they start in.
- How to move candidates through a hiring pipeline: Keep a visual, always-current picture of every candidate’s progress: drag cards between stages and mark hires.
- How to publish a job on your career page: Start receiving applications: publish a job on your career page, or share it by direct link, or keep it internal while you review.
- How to post a job to job boards: Reach candidates beyond your database: post a job to job boards and social channels and see where it is posted, all from Jobin.
- How to add application questions to a job: Collect structured answers from applicants, like notice period or visa status, that become filterable data in your CRM.
- How to assign recruiters to a job: Make ownership clear: assign one or more recruiters to a job and filter the Jobs list by recruiter to see your own roles.
- How to put your jobs in your own order: Put your most urgent roles at the top for the whole team with a custom order you set by dragging.
Outreach sequences
- How to create an outreach sequence: Automate multichannel outreach so follow-ups happen without you remembering them: build a sequence, set senders, and link it to a job.
- How to create an outreach sequence with AI: Get a first draft of a multichannel sequence in minutes from your goal, channels, and tone, then review it before anything is sent.
- How to launch a sequence for contacts: Start outreach for a whole group of contacts at once, with a readiness check that catches missing emails and phone numbers before anything is sent.
- How to schedule a sequence to start later: Send at the right moment: start a sequence after a delay or at a chosen date and time instead of immediately.
- How to add a contact to a sequence from their profile: Start automated outreach for one contact in seconds, from their profile, and choose where in the sequence they begin.
- How to add a condition to a sequence: Make a sequence adapt to each contact: split it into paths by email, phone, connection, or tag, so everyone gets the right next step.
- How to enrich contacts inside a sequence: Make sure you can reach people before you message them, and decide what happens when you can’t, all inside a sequence.
- How to handle replies automatically in a sequence: Stop sorting replies by hand: categorize each reply and have Jobin tag the contact, move a stage, or start another sequence, with accurate analytics.
- How to add a manual task to a sequence: Combine automation with a personal touch: add a task or call step so a person follows up in the middle of a sequence.
- How to turn a one-off message into a sequence: Turn a one-off message into an automated follow-up without rewriting it: keep the message and sender, and add the next step.
- How to edit a sequence that already has contacts: Improve a live campaign without starting over: know what you can change in a running sequence and how changes reach contacts.
Automate your workflow
- How to link a sequence to a job to track candidates: Link a sequence to a job so its pipeline tracks who was assigned, contacted, and replied.
- How to prevent double-messaging candidates: Stop contacting the same candidate twice: link a sequence to a job so its pipeline shows who is assigned, contacted, or replied, then filter to who is left.
- How to move candidates to a pipeline stage automatically: Set a stage entry rule so candidates move to a stage on their own when they are assigned, contacted, reply, or show interest.
- How to start a sequence when a candidate reaches a stage: Attach a sequence to a pipeline stage so every candidate who reaches it automatically gets your next messages, waits, and tasks.
- How to start a sequence when a candidate replies: Add a reply type to Reply Identification and choose a sequence for it, so the right follow-up begins the moment a candidate answers.
- How to move a candidate to a pipeline stage when they reply: Use Reply Identification to tag a candidate and move them to the right pipeline stage the moment their reply is understood.
- How to automate candidate follow-up to interview: Combine a linked sequence, stage rules, stage sequences, and reply handling so candidates move and get follow-ups without you managing each one.
Sending accounts and messages
- How to connect an email account to send outreach: Send outreach from your own address and detect replies: connect a Gmail, Microsoft 365, IMAP, or SMTP mailbox.
- How to connect a social account for outreach: Run outreach from your social account: connect it once through the browser extension and use it in sequences.
- How to set safe sending limits for your accounts: Keep your accounts safe: review daily limits per action, stay at the recommended levels, and set when automation may run.
- How to track email opens and link clicks: See how recipients engage with your emails: turn open and link-click tracking on for each email sender so your reports are accurate.
- How to reply to candidates in the Inbox: Handle every conversation from one place and reply faster: read the full timeline, then write or draft a reply with AI.
- How to send an email with CC and BCC recipients: Keep colleagues and clients in the loop: copy extra people into a one-off email using CRM contacts or any email address.
Operations queue
- How to retry failed outreach operations: Get stuck outreach moving again: see why operations failed, fix the cause, and retry or archive them in bulk.
- How to prioritize a large operation: Stop a huge job from blocking your day: lower the priority of a large operation so urgent outreach in the same queue keeps running.
- How to skip a sequence step for selected contacts: Move selected people past their current step without stopping their automation, for example after you’ve spoken to them.
- How to edit pending outreach messages in bulk: Fix a typo or update your message across many queued messages at once, instead of editing them one by one.
Tasks and meetings
- How to create a follow-up task for a candidate: Never forget a follow-up: create a task linked to a candidate with a date, priority, and assignee.
- How to work through a task queue: Run through your day’s to-dos efficiently: open a queue, complete or skip each task in turn, and clear your overdue list.
- How to connect your Google or Outlook calendar: See your meetings and tasks in one place and book interviews from Jobin: connect your Google or Outlook calendar.
- How to schedule a meeting with a candidate: Book an interview without leaving your workflow: see availability across your calendars and send the invitation from Jobin.
Clients
- How to add a client company: Keep everything about a client in one record: their contacts, jobs, notes, documents, and activity.
- How to share candidates with a client in the Client Portal: Let your client review and approve candidates inside Jobin instead of emails and spreadsheets, with you in control of what they see.
- How to build a candidate scorecard for clients: Compare candidates consistently: build a weighted scorecard so clients and hiring managers evaluate everyone on the same criteria.
- How to control what candidate information clients can see: Protect candidate privacy while you collaborate: choose exactly what clients see, and keep names anonymous until you’re ready.
- How to export candidate evaluation reports: Give stakeholders a report they can use in meetings: export a job’s candidate evaluations as PDF, Excel, or PowerPoint.
Reports and admin
- How to see how well an outreach sequence is performing: Learn what’s working so your next campaign is better: see delivery, engagement, replies, and booked meetings for any sequence.
- How to see your outreach response rates: Know how your outreach compares: see response rates by channel against the industry average, for a period, a sequence, or your team.
- How to check your credit usage: Know where your credits go and avoid running out: see your balance, usage by activity, and plan limits.
- How to invite a teammate to your workgroup: Get your team working in one shared workspace with the right access: invite by email, pick a role and modules, and cap spending if needed.
- How to add an unsubscribe link and GDPR footer: Respect opt-outs and keep your outreach compliant: turn on the one-click unsubscribe button and the automated GDPR email footer.
- How to change your time zone and clock format: Make every date and time in Jobin match your day: choose your time zone and a 12-hour or 24-hour clock.