TalentSourcer AITalentSourcer AI

Getting Started

First-time setup for recruiters and hiring managers.

Quick product tour (9 min)

If you prefer a walkthrough first, watch the same onboarding video used in the app:

1) Sign in

  • Open the TalentSourcer AI app URL provided by your team, or go directly to sign in. (Open Sign In)
  • Sign in with your account.
  • If this is your first login, complete organization setup.

2) Complete your organization setup

2.1) Admin only (done once)

  • Set up your subscription before running large imports or checks. (Open Billing Page)
  • Optional BYOK setup: connect your organization's API keys (OpenRouter, OpenAI, Anthropic, or Google). (Open API Key Settings)
  • BYOK bonus: connect and validate at least one key to unlock 100 free credits.
  • Invite your team members from Manage Organization -> Members -> Invite. (Open Organization Members)

2.2) All users

3) Create or select a project

  • Go to Projects. (Open Projects)
  • Create a project for the role or hiring initiative.
  • Keep project names descriptive (example: Senior Backend Engineer - Berlin).

4) Add a briefing

  • Inside the project, create Briefing v1.
  • Fastest way: paste a job description into chat and let the system draft must-have and nice-to-have requirements.
  • You can also paste structured notes, briefing transcripts, or use the microphone button to speak requirements.
  • Review and adjust before saving.
  • Find out more about briefings. (Open Briefings Guide)

5) Start candidate checks and recalibrate briefing if needed

  • Import candidates from LinkedIn search, ATS, or CSV.
  • Pick the briefing version you want to check against.
  • Start the check and monitor progress in Candidate Checks.
  • If the pool is too broad or too narrow, generate insights and adjust must-have vs nice-to-have requirements. (See Talent Pool Insights)
  • Save and recategorize after requirement changes so scores and categories update without rerunning imports.
  • Find out more about candidate checks and imports. (Open Candidate Checks Guide, Open Sourcing and Imports Guide)

6) Build a shortlist & enrich with contact data

  • Move qualified candidates into a shortlist.
  • Enrich shortlisted candidates with contact data when needed (private emails and phone numbers).
  • Use comments for handoff and alignment.
  • Find out more about shortlist workflows. (Open Shortlists and Collaboration Guide)

7) Generate outreach, send, or export

Quick workflow best practices

  • Keep one project per role or hiring stream.
  • Keep briefings specific. Vague requirements lower signal quality.
  • Use multiple sourcing searches by geography or persona.
  • Recategorize after requirement changes before running more checks.
  • Create one test project
  • Activate subscription
  • Invite at least one teammate
  • Connect one LinkedIn account
  • Add one briefing with at least 5 must-haves
  • Import 100 candidates from one LinkedIn search
  • Run one full candidate check batch
  • Add one comment and one shortlist entry
  • Enrich at least one shortlisted candidate with contact data
  • Start managed email infrastructure warmup if you plan to send email outreach
  • Generate one test campaign and either launch it with conservative limits or export CSV

TalentSourcer AI Docs

User guide for recruiters and hiring teams.

LinkedIn Account Setup

Connect your LinkedIn account for LinkedIn search imports.

On this page

Quick product tour (9 min)1) Sign in2) Complete your organization setup2.1) Admin only (done once)2.2) All users3) Create or select a project4) Add a briefing5) Start candidate checks and recalibrate briefing if needed6) Build a shortlist & enrich with contact data7) Generate outreach, send, or exportQuick workflow best practicesRecommended onboarding checklist