> ## Documentation Index
> Fetch the complete documentation index at: https://docs.jobin.cloud/llms.txt
> Use this file to discover all available pages before exploring further.

# How-to guides

> Step-by-step answers to the most common Jobin questions, with what each one gets you: import a CSV, bulk import CVs, update profiles automatically, filter by notes, launch a sequence, and more.

Short, step-by-step answers to the things recruiters ask most. Each guide starts with the answer, explains what it gets you, then gives the steps and ideas for using it. Looking for how a whole feature works? See the [guides](/getting-started.md).

## Find candidates

* [How to find candidates with AI Search](/how-to/find-candidates-with-ai-search.md): 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](/how-to/shortlist-candidates-in-ai-search.md): 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](/how-to/find-candidates-not-in-your-crm.md): 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](/how-to/search-candidates-by-language-or-location.md): 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](/how-to/screen-candidates-with-ai.md): 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](/how-to/find-similar-candidates.md): 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](/how-to/boolean-search-on-other-sites.md): 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](/how-to/import-contacts-from-csv.md): 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](/how-to/bulk-import-resumes-and-cvs.md): 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](/how-to/import-contacts-from-your-social-network.md): 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](/how-to/import-address-book-contacts.md): 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](/how-to/add-a-contact-from-a-name-or-profile-link.md): 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](/how-to/import-companies-from-csv.md): 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](/how-to/find-and-merge-duplicate-contacts.md): 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](/how-to/automatically-update-candidate-profiles.md): 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](/how-to/find-email-addresses-and-phone-numbers.md): 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](/how-to/set-up-waterfall-enrichment.md): 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](/how-to/create-a-custom-field.md): 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](/how-to/update-custom-fields-for-many-contacts.md): 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](/how-to/tag-multiple-contacts.md): 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](/how-to/export-contacts-to-csv.md): Get your contact data out for reporting, sharing, or backup, with exactly the fields you choose.
* [How to send contacts to Make.com](/how-to/send-contacts-to-make.md): 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](/how-to/search-contacts-by-recruiter-notes.md): 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](/how-to/save-a-search-and-build-a-talent-pool.md): 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](/how-to/find-contacts-you-havent-messaged.md): 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](/how-to/find-contacts-who-replied-to-a-sequence.md): 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](/how-to/customize-contacts-columns.md): 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](/how-to/add-a-note-to-a-contact.md): 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)](/how-to/change-the-default-contacts-view.md): 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](/how-to/create-a-job-with-ai.md): 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](/how-to/add-stages-to-a-hiring-pipeline.md): 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](/how-to/use-a-pipeline-template.md): 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](/how-to/define-an-ideal-candidate-profile.md): 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](/how-to/assign-contacts-to-a-job.md): 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](/how-to/move-candidates-through-a-pipeline.md): 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](/how-to/publish-a-job-on-your-career-page.md): 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](/how-to/post-a-job-to-job-boards.md): 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](/how-to/add-application-questions-to-a-job.md): 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](/how-to/assign-recruiters-to-a-job.md): 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](/how-to/put-your-jobs-in-your-own-order.md): 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](/how-to/create-an-outreach-sequence.md): 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](/how-to/create-a-sequence-with-ai.md): 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](/how-to/launch-a-sequence-for-contacts.md): 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](/how-to/schedule-a-sequence-to-start-later.md): 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](/how-to/add-a-contact-to-a-sequence-from-their-profile.md): 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](/how-to/add-a-condition-to-a-sequence.md): 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](/how-to/enrich-contacts-inside-a-sequence.md): 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](/how-to/handle-replies-automatically.md): 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](/how-to/add-a-task-to-a-sequence.md): 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](/how-to/convert-a-message-into-a-sequence.md): 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](/how-to/edit-a-sequence-with-active-contacts.md): 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](/how-to/link-a-sequence-to-a-job.md): Link a sequence to a job so its pipeline tracks who was assigned, contacted, and replied.
* [How to prevent double-messaging candidates](/how-to/avoid-messaging-the-same-person-twice.md): 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](/how-to/move-candidates-to-a-stage-automatically.md): 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](/how-to/start-a-sequence-when-a-candidate-reaches-a-stage.md): 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](/how-to/start-a-sequence-when-a-candidate-replies.md): 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](/how-to/move-a-candidate-to-a-stage-when-they-reply.md): 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](/how-to/automate-candidate-follow-up-from-first-message-to-interview.md): 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](/how-to/connect-an-email-account-for-outreach.md): 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](/how-to/connect-a-social-account-for-outreach.md): 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](/how-to/set-safe-sending-limits.md): 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](/how-to/track-email-opens-and-clicks.md): 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](/how-to/reply-to-candidates-in-the-inbox.md): 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](/how-to/send-an-email-with-cc-and-bcc.md): 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](/how-to/retry-failed-outreach-operations.md): 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](/how-to/prioritize-a-large-operation.md): 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](/how-to/skip-a-sequence-step-for-contacts.md): 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](/how-to/edit-pending-messages-in-bulk.md): 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](/how-to/create-a-follow-up-task.md): 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](/how-to/work-through-a-task-queue.md): 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](/how-to/connect-your-calendar.md): 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](/how-to/schedule-a-meeting-with-a-candidate.md): 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](/how-to/add-a-client-company.md): 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](/how-to/share-candidates-with-a-client.md): 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](/how-to/build-a-candidate-scorecard.md): 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](/how-to/control-what-clients-can-see.md): 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](/how-to/export-candidate-evaluation-reports.md): 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](/how-to/see-sequence-performance.md): 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](/how-to/see-your-outreach-response-rates.md): 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](/how-to/check-credit-usage.md): 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](/how-to/invite-a-teammate.md): 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](/how-to/set-up-unsubscribe-and-gdpr-footer.md): 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](/how-to/change-time-zone-and-clock-format.md): Make every date and time in Jobin match your day: choose your time zone and a 12-hour or 24-hour clock.


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