AI Sourcing Tool: The Complete Guide (Search to Save)

🤖 AI Sourcing Tool – Complete Guide (Search to Save)

Recruitly’s AI Sourcing tool helps you find ideal candidates and company profiles using smart search personas and advanced filters — all in a matter of seconds. This article walks you through how to use the tool from beginning to end, including how to save profiles directly to your database.

🧭 1. Accessing the Sourcing Dashboard

Start by heading to the Sourcing Dashboard.

Here, you can:

• Find People: Search profiles using advanced filters or AI personas.

• Find Companies: Discover businesses for outreach or job sourcing.

• Find Talent for a Job: Target candidates for specific roles.

• View Usage: Check your credit balance and usage data.

You’ll also see:

• Recent jobs

• Saved searches

• Export stats
  

🔍 2. Starting a Search with AI Personas

Once inside People Search, you can either:

• Use pre-built AI Personas, or

• Create a custom search using filters

Option A: Using AI Personas

• Choose an AI persona that you've used previously, such as “Senior React Developer”
  
  

• Click Apply & Search
  
  

• The tool would then show profiles that meet the criteria you've selected. 

• You can then choose to view and Save Profiles or you can click on Add to Job to add those profiles directly to a job of your choice.
  
  

Option B: Using Custom Filters

On the left panel, you can filter by:

• Job title & seniority

• Skills & experience

• Location

• Company details (name, size, industry)

• Keywords, degree, school

• Email/phone presence, and other options
  
  

Once ready, hit Search.

Option C: Using the "Create with AI" option

Use the Create with AI option to generate where you can specify your requirement to the AI and it'll fill in filters on your behalf based on the prompt you've provided.

📄 3. Reviewing Search Results

Once results appear:

• View detailed candidate cards with:

  • Current and past job roles

  • Skills and education

  • Location and contact details (if available)
    

• Actions available:

  • Save Profile

  • Add to Job

  • View Email / Find Phone (if available)

📥 4. Saving a Profile to Your Database

To save a profile:

1. Click Save Profile
   
   

2. If the candidate already exists, you’ll see a message: “Candidate Already Exists”
   
   

3. You can still:

   • View the existing record
     
     

   • Add them to a job
     
     

   • Assign ownership, status, folders, tags
     
     

   • Add notes
     
     

Profile Types:

Choose the correct type before saving:

• Candidate

• Contact

• Lead
  

Click Save to store the profile in your database.

✅ Tips for Effective Use

• Save frequently used filters as custom Personas for faster searching.
  
  

• Use boolean search operators in Skills or Keywords for complex queries (e.g., React AND Node.js)

• Use bulk actions to add multiple profiles quickly.