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Shortlist Candidates

Find and rank public profiles for new roles in your hiring base

Use this Agent instantly or customize it - no programming needed

Build a ranked shortlist for each ready role
Reads
  • Hourly scan time
    Hourly scan time

    Your hourly schedule starts each scan of ready roles.

  • Ready role
    Ready role

    Your ready role gives the Agent its job description and stable ID.

  • Existing shortlist
    Existing shortlist

    Your existing shortlist shows which profile links the Agent already recorded for this role.

  • Ranking rules
    Ranking rules

    Your rules set job-related ranking criteria and the maximum shortlist length.

  • Profile domains
    Profile domains

    Your chosen profile domains define where the Agent searches for candidates.

  • Profile search results
    Profile search results

    Your search results provide public profile links and snippets about visible work history.

Hiring base
Hiring base

Your hiring base holds role descriptions and keeps each ranked shortlist beside its role.

Hiring base
Professional profile search
Does the role lack usable job criteria?YesNo
Mark the role Needs criteria and note what needs clarification
Writes
  • Role status
    Role status

    Your role shows Completed, Needs criteria, or No supported matches as the outcome.

  • Blocker note
    Blocker note

    Your role names missing criteria or a search outage so you know what stopped sourcing.

Search approved public profile sites for matching candidates
Did the profile search fail?YesNo
Note Search unavailable and keep the role Ready
Writes
  • Blocker note
    Blocker note

    Your role names missing criteria or a search outage so you know what stopped sourcing.

Are there no profiles with enough visible evidence?YesNo
Mark the role No supported matches
Writes
  • Role status
    Role status

    Your role shows Completed, Needs criteria, or No supported matches as the outcome.

Save ranked, deduplicated matches with reasons
Writes
  • Ranked shortlist
    Ranked shortlist

    Your shortlist shows ranked profile links with job-related reasons and notes about uncertain evidence.

  • Role status
    Role status

    Your role shows Completed, Needs criteria, or No supported matches as the outcome.

  • Shortlist count
    Shortlist count

    Your role shows how many profiles made the completed shortlist.

This Agent checks your hiring base each hour for roles marked Ready. It searches public profiles and ranks matches against your job criteria. You get linked shortlists with reasons beside each role.

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Airtable
Used as:
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monday.com
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Microsoft Office 365
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Podio
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Kintone
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Made for your industry

Shortlist Candidates is made for businesses in these industries.

Made for your role

Shortlist Candidates is made for people in these roles.

Made for your department

Shortlist Candidates is made for people in these departments.

How Shortlist Candidates works

5 steps, in order, on every run.

  1. Find Roles Ready for SourcingScan your hiring base each hour for roles marked Ready. Read the description and existing shortlist for each role.
  2. Turn Requirements Into Search CriteriaPull skills and experience from the job description using your chosen rules. Mark the role Needs criteria when its description lacks usable details.
  3. Search Public Professional ProfilesSearch the public professional-profile domains you choose. Collect links and visible details that may support a match.
  4. Rank Supported MatchesCompare visible skills and work history with the role. Remove repeat profiles, then rank matches with reasons and uncertainty notes.
  5. Save the Shortlist Beside the RoleAdd ranked profile links and reasons to the hiring base. Mark the role Completed, or note why no supported shortlist was possible.

How to Get Started

Connect your tools

Connect the tools you already use, such as Airtable, monday.com or Microsoft Office 365.

5 tools
Set your rules
  • Create a hiring base with a roles table containing a unique role ID, job description, status, and blocker note, plus a linked shortlist table with role ID, rank, profile URL, match reason, and evidence note.
  • Connect the hiring base and a public profile search service; choose the profile domains the recruiter wants searched.
  • Set job-related ranking criteria, the maximum shortlist length, and the hourly scan schedule. Recruiters mark a role Ready when its description can be searched.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Shortlist Candidates:

Can I choose which professional profiles to search?

Yes. You choose the public profile domains and job-related ranking criteria during setup. You also set the maximum shortlist length.

What happens when there is not enough evidence?

Your role shows Needs criteria when the description is too vague. If profiles lack visible evidence, your role shows No supported matches for your review.

What if the profile search is unavailable?

Your role stays Ready with a Search unavailable note. The next hourly scan retries without adding duplicate shortlist entries.

Does this contact candidates?

No. You review the links and reasons before contacting anyone, and your team makes all hiring decisions.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

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