Finding candidates that fit the JD
Upload the JD, and an agent finds the candidates
An executive search firm running many client positions at once set up a flow where uploading the client’s JD to the position is all it takes to get matching candidates and summaries in the client’s format.
The problem
- 01
The candidate pool was hard to search
Resumes piled up as files, so every new position meant hunting for the right experience, role, salary and location by memory and keyword.
- 02
Rewriting resumes for each client
Reworking a resume into the client’s format took hours per candidate, and submissions went out late.
- 03
Two consultants, one candidate
Contact history lived in personal inboxes and chats, so consultants reached out to candidates a colleague had already met.
How Trackit solves it
- 1
JDs go on positions, resumes go on candidates
Positions and candidates are their own objects, and each position links to the client’s company record. When a resume is uploaded to a candidate, AI file analysis fills in experience, role, target salary, location and skills. When a client opens a position, the consultant attaches the JD to the position record.
- 2
AI pulls the criteria, and an agent finds the candidates
AI file analysis pulls experience, role, salary and location from the JD into the position fields. A custom agent searches candidate records with those criteria and reads each candidate’s recent interactions to see whether a colleague is already in touch. The agent only reads and never changes data itself.
- 3
The shortlist on the position, outreach as tasks
A create-note block saves the shortlist, why each candidate fits, and a summary in the client’s format to the position record. A create-task block turns outreach to the shortlist into a task for the consultant on the position. The client summary is polished from the note before it goes out.
- TriggerFile attachedThe client’s JD is uploaded to the position record.
- AIAI file analysisFills in experience, role, salary and location from the JD.
- AICustom agentFinds matching candidates and checks contact history.
- ResultCreate noteSaves the shortlist and client summaries to the position.
- ResultCreate taskHands outreach to the consultant on the position.
Jiwon Kim
What changed
Before Trackit
With Trackit
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